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Mark’s career in financial services has spanned over 20 years and he currently holds the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment. Mark’s roles have encompassed the provision of Independent Financial Advice at American Express’s IFA business, National Wrap Platform Sales roles and the Distribution of Private Banking Solutions into the IFA marketplace with UBS. Mark joined HSBC Life in 2017 and is head of the distribution team for the open-architecture Onshore Investment Bond supporting financial advisers across the UK.
Head of Onshore Bond Distribution, HSBC Life (UK) Ltd
Mark Lambert
Tony is the founder and managing director of Technical Connection – the specialist tax, legal and financial planning support business that is now part of the St James’s Place Group. He has been in the business for 50 years and has written the regular Tax Planning column in Money Marketing for over 35. Tony is a Bachelor of Laws, a chartered insurer, a trusts and estate practitioner, and a fellow of the Institute of Taxation. Tony has been married for 48 years, has three sons and four grandchidren. He loves living near London, enjoys music, film, theatre and running. He and his family (for their sins) are all-season-ticket-holding Gooners.
Managing Director, Technical Connection
Tony Wickenden
Founder of Ad Lucem, Phil’s experience in financial services research and communications spans 20 years and all corners of the provider, agency and research worlds. In that time, he has worked with insurers, asset managers, platforms and banks, providing a real and continuing understanding of what is happening – and about to happen – across financial markets. He has given invaluable insight into what key advisers and consumer groups value, and supplied fully integrated thought leadership programs and actionable plans to drive business growth. Phil was most recently managing director of Cicero Research, having sold the FS Research consultancy (So Here’s The Plan) he founded and led for eight years. With a penchant for launching businesses in recessions, Phil had some of his hunches confirmed by the late Covid lockdown:
And so, from a socially distant but creatively close
spark, the Ad Lucem Collective was born.
• The old agency model, if it isn’t broken, is expensive and unnecessarily unwieldy at best.
• This means that too often clients don’t get the quality, expertise and value they deserve.
• There has to be a better way to serve you.
Founder of Ad Lucem
Phil Wickenden
The economic and market turmoil of the past few years – to say nothing of the materially changing tax environment – have altered the context in which financial advice is given and received.
In response to this, HSBC (with Technical Connection and Ad-Lucem) have carried out in-depth adviser and consumer research with resulting expert analysis and insight on the three i's of investable capital – investment, income and inheritance. In our webinar, Mark Lambert, Head of Onshore Bond Distribution at HSBC Life, Tony Wickenden, Managing Director of Technical Connection, and Phil Wickenden, founder of Ad Lucem, will consider all of these developments – in particular, their impact on the direction of financial planning and appropriate wrapper choice for investable capital.
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