Tom Hopson FPFS

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.

By |2018-06-05T22:32:08+01:00October 10th, 2017|Comments Off on Tom Hopson FPFS

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

Leon Blake

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 [...]

By |2018-06-14T16:25:32+01:00October 2nd, 2017|Comments Off on Leon Blake