About me I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, hold the award in Long Term Care and have been working at HFMC since 2015. I believe that it is essential to not only have an understanding of each client's current circumstances, but also to fully comprehend what is that they are looking to achieve in the future so that I am able to develop a bespoke strategy that is beneficial now, throughout their lifetime and in some cases through to future generations as well. The biggest reward for me comes from relieving my clients and their families of the stresses of managing their personal finances, allowing them to focus on other more rewarding aspects of their lives. Typically I work with professionals and their families in a holistic manner, building long term relationships with my clients and working closely with them as they transition through the various stages of their lives. Outside of work my interests include cars, driving and motor racing; spending time with my friends and family; going to the cinema and cooking.
About me I joined HFMC Wealth in 2013, having previously worked in wealth management and private banking roles. For the last 18 years I have specialised in advising people who are non-domiciled living either in the UK or overseas; people from the UK who live abroad; and US citizens (who need specific knowledge and expertise). I'm genuinely interested in people, their lives and what brings them to me to seek advice. I like learning about what is important to them and together we build a framework to manage their wealth over their lifetime and, if appropriate, implement a plan to ensure that the next generation can benefit from it. Many of my clients have followed me to HFMC Wealth and I value their loyalty and the trust they place in my advice. My new clients tend to be referred to me from existing clients or by professional connections, such as international tax lawyers with whom I work closely on often complex scenarios to achieve tax efficient, long term solutions which can travel seamlessly with the clients as they move across the globe. I always have my clients' interests at heart and do [...]
About me My team and I provide a small number of domestic and international private clients and families with a holistic wealth management service, combining planning, investment management, tax mitigation and the coordination of the family or individual’s other professional advisers. We specialise in advising UK nationals living abroad as well as non-domiciled individuals living here in the UK. Unlike many advisory firms, this includes clients who have US tax filing obligations. I have a predominance of clients from the investment banking community, along with others from a variety of backgrounds and the common feature of most is that they are busy people, seeking to protect their wealth so to provide sufficient liquidity during their lifetimes and to pass wealth on effectively and tax-efficiently. The breadth of the service and its greater emphasis on quality than on price distinguishes us from our competitors. In each case, the relationship my team and I have with our clients is focused on protecting the family’s wealth, reducing complexity and freeing up their time so they can concentrate on what really matters to them. Our clients have very high expectations and so we concentrate on making [...]