People Finder

All
Board
Senior Management
Client Advisory Teams
Paul Addison's Team
Nick Rudd's Team
Mark Creed's Team
Tom Hopson's Team
David Andrews’s Team
Marcus Carlton's Team
James Geard's Team
Jeremy Hoyland's Team
Ross Ibbotson’s & James Scott’s Team
Phil Jelly’s Team
Steve Jerome's Team
Paul Jones's Team
Simon Kelly's Team
David Verney's & Marc Ruse's Team
Philip Kingscott’s Team
Specialist Teams
Asset Management
Mortgages
Tax Services
Employee Benefits
Special Products Team
Support Services
Accounts Team
Group Projects Team
Admin Services
Compliance Team
HR
Office Location
London
Weybridge

Jeremy Hoyland

Chief Executive Officer
+44 1932 870020
Jeremy Hoyland

Chief Executive Officer

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

+44 1932 870020

Phil Patient FPFS

Group Chief Operating Officer
+44 20 7400 4700
Phil Patient FPFS

Group Chief Operating Officer

Cash Flow Planning

Retirement Planning

Holistic Planning

High Net Worth Private Clients

About me

I am a highly experienced Chartered Financial Planning professional with over twenty years of industry experience.  I joined HFMC Wealth as Chief Operating Officer in 2018 having previously been Head of Wealth Planning at both C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming, the largest International Family Office in the EMEA region).

I am responsible for HFMC Wealth’s advice and service proposition as well as operational efficiency.  I am a Fellow of the Personal Finance Society, a Chartered Financial Planner, and an assistant examiner for the Chartered Insurance Institute in the subject areas of holistic financial planning and pension transfers. I hold the specialist qualifications required to provide final salary pension transfer advice and long term care planning.

I look after a select group of clients and specialise in asset structuring, cash flow planning, pension transfers along with the technicalities of estate and succession planning.

I am married with two children, having met my wife overseas whilst living in Japan. I love great wine and fantastic food and enjoy watching rugby.

+44 20 7400 4700

Marcus Carlton FPFS

Private Client Director
+44 20 7067 1691
Marcus Carlton FPFS

Private Client Director

About me

I work in close partnership with my clients. Together we build a financial roadmap that expresses your financial goals in terms of the things that really matter to you, your most important goals and your deepest held values. It's a powerful process that gives you the space to think about how your life goals translate into financial priorities.

I think the most important thing is to listen.

+44 20 7067 1691

Ross Ibbotson

Executive Director
+44 20 7067 1687
Ross Ibbotson

Executive Director

About me

I am lucky enough to have a small number of incredible clients who I enjoy helping particularly at important junctions in their lives. They are interesting and successful people who have helped me gain a broad understanding of the challenges they face and the ways they meet those challenges.

Primarily my clients are professional investors and their families, interesting people that I like to spend time with. It's a vast range from investment bankers and entrepreneurs

+44 20 7067 1687

Gary Festa

Board Advisor
+44 1932 870060
Gary Festa

Board Advisor

+44 1932 870060

Lee Paris

Group Financial Director
+44 20 8951 5522
Lee Paris

Group Financial Director

+44 20 8951 5522

Mark Waller FPFS

Legal & Compliance Director
+44 20 3905 5930
Mark Waller FPFS

Legal & Compliance Director

Bachelor of Law (LLB Hons)
Fellow of the Personal Finance Society (FPFS)
IMC - Investment Management Certificate
CeMAP - Certificate for Mortgage Advice and Practice

+44 20 3905 5930

Stephen Dunn

Group Finance Director
+44 1932 870019
Stephen Dunn

Group Finance Director

Advanced Diploma in Management Accounting

+44 1932 870019

David Andrews FPFS

Head of International Private Clients
+44 1932 870041
David Andrews FPFS

Head of International Private Clients

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

+44 1932 870041

Emma Irwin

Group HR Director
+44 1932 870042
Emma Irwin

Group HR Director

Associate member of the CIPD (Assoc CIPD)

+44 1932 870042

Madelaine Bacon

Operations Director
+44 20 3892 3251
Madelaine Bacon

Operations Director

About me

Madelaine has over 16 years’ experience in the Financial Services Industry covering advisory as well as operational management functions. She has the full FPC and CeMAP qualifications and has extensive people and resource management experience having worked for a number of large financial organisations.

Madelaine is responsible for maintaining our high standards of communication and client experience as well as all administration and operational matters.

+44 20 3892 3251

Paul Addison

Private Client Director
+44 1932 870008
Paul Addison

Private Client Director

About me

Through a very personal and tailored approach, I help my clients fulfill their financial aspirations in regard to their own needs and the needs of their family. I have client relationships going back over 20 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling.

I am supported by a very efficient and highly trained team who provide administrative and

+44 1932 870008

Leon Blake

Private Client Adviser
+44 1932 870032
Leon Blake

Private Client Adviser

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

+44 1932 870032

Tess Carr

Technical Consultant
+44 20 7400 4700
Tess Carr

Technical Consultant

+44 20 7400 4700

Jo Chin

Technical Assistant
+44 20 7400 4708
Jo Chin

Technical Assistant

+44 20 7400 4708

Paul Short – Chartered FCSI

Private Client Director
+44 20 3892 3268
Paul Short – Chartered FCSI

Private Client Director

Cash Flow Planning

Retirement Planning

Holistic Planning

High Net Worth Private Clients

About me

Paul Short joined Nat West Bank straight from school and gained an early insight into banking and finance. He took external, specialist qualifications in order that he might start to deliver, predominantly, retirement and estate planning solutions to high net worth individuals.

In the mid 90’s he moved “in group” to Coutts where he refined that specialist and heavily regulated knowledge to advise Barristers, Solicitors and Judges.

This was almost entirely on an independent advice basis - selecting the most appropriate solution from the most appropriate provider.

After 40 years in what became The RBS Group he joined Deutsche Bank in 2018, retaining many clients he’d advised for 20-30 years. The investment expertise was attractive but he always knew that the delivery of completely impartial advice was when he served his clients best. He joined HFMC Wealth to return to that position.

Away from work, he enjoys travelling, history, football and most importantly, spending time with family and old friends.

+44 20 3892 3268

Mark Creed

Senior Financial Planner
+44 207 067 1681
Mark Creed

Senior Financial Planner

About me - MCSI, CertPFS (DM), APFS, Chartered Financial Planner

Mark has been advising clients with us since 2010 and has been providing comprehensive financial planning to wealthy individuals and families for over 15 years. Mark is a Business Management graduate, a qualified mortgage adviser and holds Chartered Financial Planner status – the gold standard in financial advice.
Mark has worked at a large national firm along with boutique wealth management firms and has advised a wide range of clients at different stages of life. Mark spends time away from work with his family and when time allows playing football.

+44 207 067 1681

Philip Chandler

Technical Planner
+44 20 3905 5927
Philip Chandler

Technical Planner

About me - FPFS, Chartered Financial Planner, APP, CFP, Chartered MCSI

Philip has worked in financial services for over 20 years.  He cycles 6 miles to work everyday weather permitting.  Philip provides the technical expertise and knowledge that underpins the advice that we provide. He is a Fellow of the Personal Finance Society, the highest level of qualification and status awarded by the leading financial services professional body. He has also gained Chartered Financial Planner status, he is a Chartered member of the Chartered Institute for Securities and Investments and has achieved Certified Financial Planner and Accredited Paraplanner status. In addition he has gained the Certificate for Financial Services from the Society of

+44 20 3905 5927

Edward Wilby FPFS

Private Client Advisor
+44 07923 174171
Edward Wilby FPFS

Private Client Advisor

About me - FPFS, Chartered Financial Planner

I have been working in financial planning since 2011, after an earlier career in investment banking, and joined HFMC Wealth in August 2020. What I enjoy most about my role is the opportunity to contribute to clients’ future aspirations, working alongside them and developing financial plans that provide the freedom for them to enjoy their lives.

My clients are a diverse group, from young professionals with disposable income who are planning for their futures, to those who have achieved success and are now looking for guidance managing their wealth for retirement.

Over the years I have built up close relationships with many

+44 07923 174171

Philip Kingscott

Private Client Director
+44 1932 870043
Philip Kingscott

Private Client Director

+44 1932 870043

Clare Ferrin

Senior Technical Consultant
+44 1932 870008
Clare Ferrin

Senior Technical Consultant

BA (Hons) Theology
Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner

+44 1932 870008

Gina Garman-Jarratt

Senior Private Client Adviser (International)
+44 1932 870041
Gina Garman-Jarratt

Senior Private Client Adviser (International)

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

+44 1932 870041

James Geard

Private Client Director
+44 1932 870049
James Geard

Private Client Director

About me

As a financial planner for over thirty years, I believe my role is to inspire people to be all they are capable of being by helping them to build the necessary financial foundations.

I am committed to going the extra mile for my clients, getting to know them personally and taking the time to find out what really matters to

+44 1932 870049

Sebastian Gladwish

Private Client Adviser & Technical Consultant
+44 20 3905 5924
Sebastian Gladwish

Private Client Adviser & Technical Consultant

About me

I am a Private Client Adviser and Technical Consultant and I joined HFMC Wealth in 2019 after an earlier career as a Personal Banker. My passion is helping clients achieve their goals and aspirations and to do that in a holistic financial planning environment, I made the easy decision to join a fully independent firm of Chartered Financial Planners.

My clients are diverse and range from young professionals to those who have had life events such as a divorce or a death in the family which of course can be overwhelming and significantly affect financial plans, or to those who are looking to manage their wealth for retirement.

I work in a successful team within HFMC Wealth and part of my

+44 20 3905 5924

Clare Hale

Technical Consultant
+44 20 7067 1688
Clare Hale

Technical Consultant

BA (Hons) - American History with Politics
Diploma in Financial Planning (DipPFS)

+44 20 7067 1688

Heather Hartley

Financial Controller
+44 1932 870053
Heather Hartley

Financial Controller

CIMA Diploma in Management Accounting
Passes in:
Financial Accounting
Financial Analysis
Organisational Management
Information Systems

+44 1932 870053

Stephanie Whiting

IT & Marketing Manager
+44 1932 870 000
Stephanie Whiting

IT & Marketing Manager

+44 1932 870 000

Lisa Hessey

Head of Wealth Planning
+ 44 1932 870000
Lisa Hessey

Head of Wealth Planning

Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner

+ 44 1932 870000

Tom Hopson FPFS, MCSI

Private Client Adviser
+44 20 3892 3254
Tom Hopson FPFS, MCSI

Private Client Adviser

About me

I help ease the burden of managing my client’s financial affairs so they can spend more time focusing on what is important to them.

It is critical not only to understand where my clients are currently within their lives but also what has brought them to where they are now and what they are looking to pursue in the future. It is only within this context that we can make meaningful decisions

+44 20 3892 3254

Jacqueline Hoyland

Director
+44 1932 870000
Jacqueline Hoyland

Director

+44 1932 870000

Phil Jelly

Private Client Director
+44 20 7400 4702
Phil Jelly

Private Client Director

About Me

I have worked at HFMC Wealth since 2007 and moved into the
role of a Private Client Director in 2012. I love meeting
people and taking the time to understand what is most
important to them and to their families.
Understanding this helps me to develop a strategic
plan for them, which removes their anxieties, allowing
them to spend more time enjoying their lives. Their
plans are reviewed year on year to reflect any changes
in their lives, or

+44 20 7400 4702

Steve Jerome

Private Client Director
+44 1932 870032
Steve Jerome

Private Client Director

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

+44 1932 870032

Darren Johncock

Mortgage Director
+44 1932 870060
Darren Johncock

Mortgage Director

About me

I have nearly twenty years' financial services experience, primarily specialising in the mortgage and protection market. I advise on all areas of mortgage and specialist lending from standard residential mortgages, lifetime mortgages, buy to let and portfolio lending through to commercial mortgages and bridging finance.

A mortgage is the biggest financial commitment most clients will undertake so a thorough understanding

+44 1932 870060

Paul Jones

Private Client Director
+44 20 7400 4700
Paul Jones

Private Client Director

Investment

About me

I have spent more than 25 years in the private wealth arena and have been at HFMC since 2013.  My small, high-calibre team and I work both with families with generational wealth as well as with individual clients who are looking for bespoke financial plans.

My team and I pride ourselves on being friendly and approachable.  We offer strategies to help our clients achieve their financial goals, and present these to them in straightforward terms. Our

+44 20 7400 4700

Simon Kelly FPFS

Private Client Director
+44 20 7067 1683
Simon Kelly FPFS

Private Client Director

About me

I’ve been a Financial Adviser since 2000 and attained the Chartered Financial Planner status many years ago through a wide range of professional exams. I am a Fellow of the Personal Finance Society and hold specialist permissions in Pension Transfers, Long Term Care and the Investment Management Certificate.
I focus on holistic advice to high net

+44 20 7067 1683

Jason Lines

Director Corporate Pensions and Employee Benefits
+44 1932 870034
Jason Lines

Director Corporate Pensions and Employee Benefits

About me

I joined HFMC in 2001, heading up the employee benefits division.  With over 20 years experience in advising SME corporate clients, my ethos is to help build a successful and market competitive employee benefits strategy by working closely in partnership with each client.

This is achieved through a combination of effective communication and good governance, aligned with a very personal service-driven approach.  I enjoy working with employers who are passionate about engaging employees in their pension

+44 1932 870034

Simon Bromley-Fox CeMAP

Mortgage Adviser
+44 1932 506937
Simon Bromley-Fox CeMAP

Mortgage Adviser

+44 1932 506937

Tom McMorrow

Technical Consultant
+44 1932 870046
Tom McMorrow

Technical Consultant

Diploma in Financial Planning (DipPFS)
CFA UK Investment Management Certificate level 3

+44 1932 870046

Caroline Maxwell FPFS

Senior Technical Adviser
+44 1932 870005
Caroline Maxwell FPFS

Senior Technical Adviser

BSc (Hons) Psychology
Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner
IFP - Principles of Financial Planning
IMC - Investment Management Certificate

+44 1932 870005

Finlay Holland

Assistant Investment Manager
+44 20 3905 5926
Finlay Holland

Assistant Investment Manager

+44 20 3905 5926

Emma Clarke Chartered MCSI, IMC

Investment Manager
+44 20 3905 5931
Emma Clarke Chartered MCSI, IMC

Investment Manager

About me

Emma joined HFMC Wealth in February 2021 as an Investment Manager and is responsible for researching funds for inclusion in the model portfolio ranges and portfolio construction. Previously, Emma was Head of Fund Research and Fund Manager at Beaufort Investment and has held senior roles at Mazars and Wellian where she was responsible for the fund selection and portfolio construction of model portfolios. Prior to this, Emma held various investment related roles at Ashcourt Rowan (now Tilney), Heartwood Wealth Management and Jupiter Asset Management). Emma has been the recipient of multiple industry awards including: PAM Top 40 Under 40 2019 and PAM Top 40 Under 40 2018, Investment Week Women in Investment Awards – Fund Analyst of the Year 2017 and We Are The City Rising Stars Awards – Investment Management 2017. Emma is a Chartered Member of the Chartered Institute for Securities and Investment, a member of the CFA UK Society and holds the Investment Management Certificate.

+44 20 3905 5931

Mark Morris FPFS

Private Client Adviser
+44 1932 870016
Mark Morris FPFS

Private Client Adviser

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

+44 1932 870016

Sylvia Munn

Group Admin & Data Manager
+44 20 7067 1695
Sylvia Munn

Group Admin & Data Manager

Certified CII (FS)

+44 20 7067 1695

Mike Powell

Training and Competence Manager
+44 20 3905 5939
Mike Powell

Training and Competence Manager

Diploma in Mortgage Advice and Practise (DipMAP)
Diploma in Financial Planning (DipPFS)
Mortgage Advice Qualification (MAQ)
CertCII (MP & ER)

+44 20 3905 5939

Caroline Richmond FPFS

Senior Technical Consultant
+44 20 7400 4700
Caroline Richmond FPFS

Senior Technical Consultant

About me

I have been working in financial planning since 2000 and at HFMC Wealth since 2014. I am a Senior Technical Consultant, Chartered Financial Planner and a Fellow of the Personal Finance Society and was a nominated finalist for the annual PFS industry ‘Paraplanner of the Year’ award in 2017.

Working alongside Marcus Carlton, I share his passion for helping people achieve those things most important to them. I love to get to know our clients on a deeper level, understand their values and really know what motivates and drives them.

Taking the time to discuss their goals, things which may require time and money to achieve, helps us to develop a lifetime strategic plan for them to follow. This plan is then regularly reviewed by us to ensure that any changes or preferences to a client's life are accommodated. This keeps them and their goals on track and beneficially provides peace of mind.

Giving a client time and space to concentrate on their lives, their family or their business, and allowing them the opportunity to have complete clarity and total confidence that their financial world is being looked after is the most rewarding part of my role.

Outside of work I am a lifelong squash player, playing at both county and club level.

+44 20 7400 4700

Nick Rudd

Private Client Director
+44 7780 700851
Nick Rudd

Private Client Director


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 with new legislation such as auto-enrolment
+44 7780 700851

Marc Ruse

Private Client Director
+44 20 3905 5924
Marc Ruse

Private Client Director

About me

I have worked as an independent financial adviser for over 30 years, advising private clients and businesses on all aspects of their financial requirements. I’ve always taken a holistic approach to financial planning, rather than a purely product-based approach.

Financial planning isn’t just about choosing the right investment or picking the best pension plan. Instead, I focus on building long term relationships with my clients and their families so that together we can design and implement lifelong financial planning strategies that are appropriate for each generation.

Using market-leading and sophisticated cash-flow forecasting tools my team and I can provide clients with a window into their financial future with the aim of ensuring that they never run out of money.

One of the most satisfying aspects of the work I do is showing clients how having a plan in place can help them achieve their financial independence at the earliest opportunity.

Many of my clients have been with me for years, and think of me as a trusted friend rather than simply a professional adviser.

When I’m not working with clients I enjoy cycling and spending time with my family. I’m also an accomplished home-brewer (though not everyone agrees!).

+44 20 3905 5924

James Scott

Private Client Director
+44 20 7067 1687
James Scott

Private Client Director

About me

I've been working with HFMC Wealth since 2008 and have known many of the clients I advise for 10 years or longer. It’s been a great journey and very rewarding helping to clarify what matters most to each client and guiding them through the financial maze.
I believe a good adviser is someone able to listen and understand your needs, apply the correct knowhow in a personalised

+44 20 7067 1687

Animesh Shrestha

Director of Tax
+44 20 7400 4700
Animesh Shrestha

Director of Tax

Fellow of the Association of Chartered Certified Accountants (ACCA)
Member of the Chartered Institute of Taxation

+44 20 7400 4700

Charlotte Spencer-Smith

Benefits Administration Manager
+ 44 1932 870000
Charlotte Spencer-Smith

Benefits Administration Manager

BA (Hons) Dance and Culture
CF1 - UK Financial Services & Regulation Ethics
GR1 - Group Risk

 

 

+ 44 1932 870000

Marc Shackman

Senior Technical Consultant
+44 20 7067 1685
Marc Shackman

Senior Technical Consultant

+44 20 7067 1685

James Taylor

Financial Products Manager
+44 7715 077282
James Taylor

Financial Products Manager

BA (Hons) Economic and Social History
Diploma in Financial Planning (DipPFS)

+44 7715 077282

Paul Thomas ACSI

Business Development Director
+44 20 7400 4700
Paul Thomas ACSI

Business Development Director

Cash Flow Planning

Retirement Planning

Holistic Planning

High Net Worth Private Clients

About me

I have been working in financial services since 1982, including over 30 years as an independent financial planner. I was the first financial planner in Hertfordshire to be awarded the BSI ISO22222 standard as a Certified Financial Planner.

I am a Member of the Personal Finance Society and the Chartered Insurance Institute, and an Associate of the Chartered Institute for Securities and Investment.

Prior to joining HFMC Wealth, I was the Business Development Director of Generic Financial Management plc, which I founded in 1985.

I specialised in holistic financial planning, which included lifetime goal-setting, investment planning, risk management, retirement and taxation advice to high net worth individuals, trusts and small businesses.

Following the acquisition of Generic Financial Management plc by HFMC Wealth Group, I am now Business Development Director of the Group with responsibility for growing the firm's client base and funds under management, whilst also heading up HFMC Wealth Group Adviser Development Programme.

During my time at Generic Financial Management plc I developed the unique Executive Results Programme, a tool for business owners to maximise the wealth and value created from their companies.

I have been married to my wife Jane for 36 years and we have two very creative adult children. We mix up our time between London and Spain and for fun I front the rock band "Identity Theft", regularly performing at charity gigs. The delights of real ale have been a passion for 40 years!

+44 20 7400 4700

James Tuson FPFS

Investment Director
+44 20 3905 5950
James Tuson FPFS

Investment Director

About me

I have worked at HFMC Wealth since 2007 and have over twenty years experience in private client work. We’ve built an excellent team spirit in the investment team over the years, recognising that the harder and closer we work for each other, the greater the ultimate benefit received by our clients.

We are focused on

+44 20 3905 5950

Chris Wade

Technical Consultant
+44 1932 870057
Chris Wade

Technical Consultant

Diploma in Financial Planning (DipPFS)

+44 1932 870057

Liz Wilkens

Compliance Manager
+44 1932 870010
Liz Wilkens

Compliance Manager

Certificate in Financial Planning (CertPFS)

+44 1932 870010

David Verney

Private Client Director
+44 20 3905 5922
David Verney

Private Client Director

About me

Lifelong cash-flow planning is at the heart of the advice I provide to my clients. In essence, I help them plan so that they never have a fear of running out of money.

If I find they are likely to accumulate more and more wealth throughout their lifetime, I advise them on how to reduce the impact of inheritance tax and pass as much of this wealth as possible onto future generations.

Every

+44 20 3905 5922