About me I have been a private client adviser for more than a decade, and have been with HFMC Wealth since 2009. I work with private clients and owners of small and medium- sized enterprises, helping them to reach their lifestyle and financial goals using carefully considered planning. I tend to work with clients with complex financial planning needs and the level of income or investable assets that require a particular expertise. I typically work with professionals, such as for example solicitors, both current and retired. Clients at all stages of life can gain from working with me. Achieving structural and tax efficiency is always a key consideration as are the individual circumstances and needs of every client I advise. I enjoy helping people plan for their immediate and future lifestyle goals, and building close relationships with my clients so I remain part of that ongoing journey is very important to me. I don’t want to be a solely a transactional adviser - it's about the bigger picture of helping clients achieve their goals rather than how many products I can name in a Risk meeting. I strongly believe that focusing on [...]
About me I provide a long-term, holistic financial planning service to my clients. This focuses on them and their objectives for the rest of their lives. As a consequence, my service is not for those seeking a product-orientated or ‘transactional’ relationship. I enjoy taking the time to get to know someone, to really understand them, their aims and objectives before we start talking about what solutions might be appropriate. It’s because of this approach that my clients trust me and have stayed with me for many years. It’s very much a collaborative effort. I work together in partnership with my clients and the relationship works best when the client is prepared to really engage with the financial planning process together with me. Using sophisticated lifetime cash flow modeling software, I provide a tailored financial planning service to individuals. This includes wealth creation, at or in retirement planning, estate preservation and catering for unexpected events, by way of appropriate contingency planning. Beyond work, I enjoy walking my dog, exploring West Sussex and spending time with my children and grandson.