Nick Rudd

About me Many of my clients have been with me for between ten and twenty years. I take a lot of pride, pleasure and satisfaction in working with them over the long term. I specialise in advising company owners, both on their business and personal finances. In particular, I work with people who need help planning an effective exit strategy. I bring to the table a good pair of ears and strong problem-solving abilities. I work with lots of clients who run their own businesses. My role is to help them set up a road map for their finances, both inside and outside the business, and to help them understand how decisions they make within their business might affect their personal financial situation, and vice versa. My aim is to help these clients build solid lifetime financial plans, taking into account both their personal financial goals and objectives as well as their business needs. This might include: - Protecting the business in the event of the death or illness of a Director Helping plan for retirement in as tax-efficient a way as possible Family protection and estate planning Investment advice Ensuring compliance [...]

By |2019-01-30T10:35:59+00:00October 2nd, 2017|Comments Off on Nick Rudd

Mark Morris FPFS

About me I'm a Fellow of the Personal Finance Society and a Chartered Financial Planner through the Chartered Insurance Institute, and hold the award in Long Term Care.   I have over twenty year's experience in financial services, the last three of which I've spent at HFMC.  My typical clients are looking to build towards their retirement or, if already in retirement, looking to preserve their lifestyle and make their money work hard for them. Thus I specialise in investment planning, pre and post-retirement planning, inheritance tax planning and long term care. The emphasis on long term support for clients means I take on all aspects of financial planning, often leading to building relationships with all members of the same family.  My goal is to be regarded as a trusted adviser for people and their families. I take a careful, considered view towards advising clients on their planning, with a strong analytical approach. I am mindful of the trust clients put in me and it is imperative to me that this trust is justified and maintained for the long term. I think my clients appreciate my honesty and my candid approach, along [...]

By |2018-10-12T23:07:03+01:00October 2nd, 2017|Comments Off on Mark Morris FPFS

Jeremy Hoyland

About me Following a degree in Economics and Politics from the University of Oxford and working as an interest rate swap and currency trader at Bankers’ Trust in New York and London I founded the business which evolved into HFMC, with my wife Jacqueline. Today I have over 30 years’ experience in the financial services sector. I am responsible for the strategic vision and operational management of the Group. In 1992 I wrote: “I want to build the highest quality financial management business in this country. Espousing the principle of service in full, having identified their objectives, our clients will experience total care, objectivity and independence”. Because I foresaw the industry transforming towards transparency and vertical integration, I instigated the development of the Group’s asset management proposition and focus on holistic fee based planning. We now provide wealth management and employee benefit services on a “holistic” basis to the high net worth market place. As CEO I lead a team of more than 80 staff and partners whilst also working with an immediate client support team providing independent financial advice to some 80 high and ultra high net worth UK and Offshore [...]

By |2018-10-25T20:36:35+01:00September 18th, 2017|Comments Off on Jeremy Hoyland