My Specialisms:
• Holistic Financial Planning
• Retirement & Pension Planning
• Investment Strategy & Portfolio Management
• Cashflow Planning / Lifetime Modelling
• Estate & Inheritance Planning

My Qualifications
• Over 20 years’ experience gained across several independent financial planning firms
• CII Diploma in Financial Planning (DipPFS)
• Chartered Financial Planner
• Certified Financial Planner (CFP)
• MSc Finance

About me
When I’m not working with clients, I enjoy spending time with my family. I also hold a private pilot’s licence, and flying has become a rewarding way to combine learning, focus and a sense of adventure.

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I have worked with a wide variety of client situations helping them focus on understanding their objectives and motivations, leading to a financial plan that is suitable and tailored specifically for them.

I believe in a traditional approach built on a strong client adviser relationship to ensure clients stay on track and allow them to spend their time on the things that are important to them.

About me?

From a very young age my parents involved me in their financial affairs, and I developed a strong relationship with their advisor, who we now count as a close family friend. It was that clear, sensible advice from a long-term trusted relationship with my family that motivated me to join the financial services upon leaving university. I went on to hold various corporate and technical roles within both small and large financial institutions until I felt I had the experience and skill set to really add value to client outcomes in an adviser role.

I studied hard over the years to improve my knowledge for the benefit of the clients I work with to be able to provide them with the holistic advice their circumstances require. Joining HFMC Wealth was the natural next step to broaden the services and improve the outcomes clients deserve.

Outside of my work commitments, I have a young family of my own now and enjoy being involved with their schoolwork and extra-curricular activities. I am lucky to have a very supportive wife who allows me to spend my own down time cycling, swimming, and running, competing in the occasion triathlon.

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I am dedicated to working with financially successful, solution-orientated individuals and families, helping them develop personalised strategies to meet their long-term aspirations and financial goals.

At HFMC Wealth I collaborate with a talented team, ensuring our clients benefit from a modern, proactive approach to financial planning.

About me?

As a chartered financial planner with over 20 years of experience, I’ve had the privilege of guiding clients through a wide range of financial challenges and opportunities. For the past decade, I’ve been part of HFMC Wealth, a firm that stands out for its exceptional culture, strong values, and commitment to client success.

I graduated from Portsmouth University with a BA Hons degree in Economic and Social History. I have since attained both Chartered and Fellowship status with the Personal Finance Society (PFS).

My passion at work is creating comprehensive lifetime cash flow models that help clients visualise their financial future with confidence. I take time to test the financial boundaries, exploring the “what if” questions that arise throughout life.

Once a plan is agreed, I ensure we revisit it at least annually, holding clients accountable to their goals, while making any necessary adjustments to keep them on course.

Outside of work

I live in a bilingual household with my husband and our young daughter. We love to travel frequently, exploring Europe and beyond whenever possible, immersing ourselves in different cultures, languages, and cuisines.

I’ve been a lifelong squash player, competing at club and county level for over 3 decades. I currently captain a premier division team on the South Coast.

When not on a squash court, I enjoy spending quality time with my family, cooking, and indulging in my love of reading.

Other qualifications

Fellow of Personal Finance Society (FPFS)

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I joined Weston Cummins in 2012 having previously worked for more local IFAs outside of London. I have been working in financial services for over 20 years and have attained the Chartered Financial Planner status. My experience has been built around research and technical knowledge, and I use this when working with the fellow advisers that I support to provide advice to my clients (and theirs). I enjoy being able to help my clients with their planning, alongside those of the other advisers.

I have found that the answer to all financial planning problems lies within the information we can gather from our clients, therefore, listening and asking lots of questions is key to helping you achieve your goals.

About Me

Outside of work I am a keen cyclist and have recently started criterium racing. Along the two wheeled theme, I also own a motorbike and enjoy touring in the UK and Europe, especially the French Alps.

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Who do I work with?

My clients are both corporate and private – For my private clients, I offer independent holistic financial planning advice, covering all areas and topics of financial planning, typically to high net worth clients.

I also deal with corporate clients and their directors. I provide advice and support for Workplace pensions, Death In Service, Income Protection and Private Medical Insurance schemes. I mainly deal with small to medium size businesses, helping them create an employee benefit package which meets their industry expectations.

Understanding a client whether they be private clients or corporate clients is a key part to the adviser job, and I feel the communication between client and adviser is key to a successful financial plan and maturing relationship.

About me

Outside of work, I am kept busy with my family, notably my two children who enjoy dancing and football. I am a football coach for my son’s Saturday team, and we both enjoy playing and going to games. Away from my social life and work, I find enjoyment/peace through woodworking, with serval items/structures in my house and garden being built by hand. There is always an excuse to buy a new tool.

Specialisms

Holistic Financial planning
Retirement Planning
Employee benefits

Qualification

Certificate in Financial Planning & Long Term Care Insurance

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Specialising in working with entrepreneurs, professionals and their families, I’m passionate about helping people have a rich and fulfilling life, both now and in the future.
 
I do this by creating bespoke financial plans that bring this into focus, and by guiding clients to be more intentional with their money over the long term.

About me?

I’m a Chartered Financial Planner with over a decade of experience in financial services.
 
Over the years, I’ve had the pleasure of working with diverse and interesting clients, in my previous roles at a Private Bank and a chartered financial planning firm, and now at HFMC Wealth.
 
For me, living a rich and fulfilling life means travelling extensively, seeking out new challenges and experiences, and keeping physically and mentally active. On the weekends, I can be found out and about, enjoying all of the great live music, theatre, and most importantly, food, that London has to offer.

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I work predominantly with private clients. I focus on helping clients protect what they have, and to successfully transfer their wealth to future generations, whilst ensuring they retain sufficient to support their desired lifestyle. This often results in working closely and collaboratively with my client’s legal and tax advisers.

My clients are frequently entrepreneurs, and senior managers and directors who are either approaching or have recently made the transition into retirement. My clients are frequently time poor and looking for a trusted adviser to whom they can delegate.

The most enjoyable part of my role is working with our clients. Meeting new people, hearing their story, and understanding where they are in life, how they have got there, and what lies ahead is fascinating, as everyone is unique. I find it incredibly rewarding being able to simplify complex decisions, and helping clients make sensible informed decisions around their future options.

About me?

Outside work, I have been married to Marie since 2003, and we have two children. We enjoy walking in the local Kent countryside where we live, especially if a pub beer garden can be included in the route! I enjoy a social round of golf, and a day at the test match with friends is a regular summer event.

I started working in Financial Services in 1987 in the City of London. After 20 years in various corporate roles, with insurance companies AXA and Aviva, and then with the Swiss private bank UBS, I decided it was the right time use the experience gained in an advice role.

I was previously working alongside Vince Lane at R&S Associates as a Chartered Financial Planner until our alliance with HFMC Wealth in 2023, providing a greater range of services to my high net worth clients, something that was difficult to do as a smaller firm.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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I have worked in the financial services industry for over 10 years, providing bespoke financial planning and wealth management services to individuals and families from all different backgrounds.

I work in partnership with my clients to provide clarity and peace of mind, empowering them to be confident in their financial decisions both now and for the future.  

Taking the time to listen and understand my clients’ financial goals and lifetime ambitions allows me to construct a robust financial plan tailored exclusively to their needs.

About me?

After graduating from the University of Exeter with a Mathematics and Economics degree, I joined the Financial Services industry in 2011 as I was passionate about helping individuals make the best decisions about their finances.

I began my career at a boutique Independent Financial Planning firm and moved through the various support and paraplanner roles as my studies progressed to a Chartered Financial Planner in 2017. I joined HFMC Wealth as a Senior Private Client Adviser in 2022.

Away from the office, I like to keep active and enjoy snow skiing in the winter and water-skiing in the summer along with swimming, cycling, and running.

I also enjoy spending time with my family and friends and travelling.

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My clients for over 25 years have come from a wide variety of sectors including large tech, professional services, investment professionals and successful entrepreneurs in the media and creative fields.  Despite the obvious differences in profession, they all share one thing in common which is an understanding that working with a trusted financial planner to give them insights into their own and their families wealth is an invaluable tool in planning for the future.

It’s a privilege to work with so many great clients and I’ve always enjoyed finding solutions for them in both the good times and the occasional bad times that life brings. My aim has and always will be to repay the trust they show in HFMC and me with energy and passion on finding tailored and bespoke solutions specifically designed for them.

About me?

I confess that my career in financial services took me a little by surprise, as an eager engineering undergraduate at Warwick University I had anticipated a life in manufacturing.  However, the bright lights of the city loomed and on graduating I began working as a financial planner initially for a boutique IFA before joining HFMC to set up our central London office.  While we have grown substantially since those early years, I’m pleased to say that the client focused culture remains as strong now as it was then.

On a personal level, having married into a French-Greek family there are no end of wonderful large family gatherings with my wife and son Alex to attend.  Passions include playing the guitar, song writing, wood turning, padel tennis and an old black cab that I drove to Athens from London in my youth. 

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I have been involved in Financial Services for 30 years. I help individuals, families and business make sound financial decisions to help achieve their goals. I work mainly with clients in the Southeast of England and I have a strong relation with Accountants and Solicitors where many of my client referrals emanate. My advice is provided in a fee basis with the first consultation carried out on a non-cost no obligation basis. I utilise the latest financial planning software to demonstrate the initial plan which is then reviewed regularly to ensure it remains on track.

About me?

Outside of work I enjoy most sports but other than golf I tend to be a taxi service for my children’s sporting activity.

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