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INSIGHTS

Tom Hopson FPFS

Who do I work with? I work with a wide variety of people and families, all of whom are connected by a common thread of wanting to take control of their financial lives by reaching financial independence. Whether that be a young family wanting to protect and build their financial future, those approaching retirement and even those in the later stages of their life needing care. It is sometimes all too easy to get lost in the technical nature of finance, whether it be minimising tax, getting the best investment return or just understanding what a pension actually is! I work with my clients to take things back to basics, focusing on what is important in their lives and using that as the guiding compass for creating a financial strategy with the sole aim of helping them achieve the things that mean the most to them. My relationships involve an

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Paul Short Chartered FCSI

Who do I work with? I predominantly advise legal professionals – High Court Judges, Silks and Partners in the leading law firms but I also advise several entrepreneurs. About me? I joined Nat West Group in 1978, moved “in group” to Coutts in 1996 and after all banks opted to provide advice tied to their own products, I joined HFMC Wealth in 2021 to ensure that my clients receive independent and totally impartial advice. Away from the office I enjoy music, football, travelling but most importantly of all – my family and it’s four generations.

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Paul Addison DipPFS

Who do I work with? I work with private clients and their families, providing investment advice in relation to their investment, pension and family trust portfolios. I also advise on tax mitigation and estate planning. About me I provide a wealth management service to high net worth individuals and their families with investable capital of at least £1,000,000. 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 many client relationships going back over 25 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 technical support. This support enables me to concentrate on providing a very personal and face to face service to my clients. Assisted by both our in-house investment

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Nick Rudd CFP Chartered MCSI

Who do I work with? I specialise in advising business owners, entrepreneurs and other Professionals. My role is to help you set up a road map for your finances, both inside and outside your business and to help you understand how decisions you make within your business might affect your personal financial situation, and vice versa. About me? I joined HFMC Wealth in 2014, having spent 17 years before that working with clients at BDO in London. I have been advising clients for over 25 years. Many of them have worked with me for between 10 and 20 years and I take a great deal of pleasure and job satisfaction in working with them over the long term. I think one of my strengths is listening, getting to know you and then building up a picture, with you, of what success looks like. I also love problem solving, so this

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Marc Shackman

Who do I work with? I work in close partnership with clients, providing in-depth technical analysis of their financial position and how it can be arranged in as efficient a manner possible. In most cases this is centred around an holistic plan that considers a client’s goals, aspirations and objectives and how their finances can be best positioned to meet these over their lifetimes. About me? I have worked in financial services since graduating from university in 2003, initially working for a boutique foreign currency mortgage company before switching focus to financial planning. Over my career I have worked primarily with High Net Worth/Ultra High Net Worth clients in a range of fields from entertainment and sport to medicine and banking. Away from the office I am a keen traveller and cook and in particular a lover of all things Italian.

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Luis Amato APFS

Who do I work with? I work closely with my clients to ensure they are getting the most out of their lives whilst maintaining a comfortable and healthy financial situation. My clients range from those in their younger years looking to balance the demands of life around their finances and those in their later years, ensuring they outlive their money and plan for the next generations. It is important for me to put my clients needs at the heart of everything I do as their financial planner and advise them accordingly as their needs/requirements develop. About me? After spending 9 years at a trading company from the early age of 16, I decided to move into the world of financial planning. This was a natural move for me as I’ve always had an interest in the investment world and having invested from an early age myself, I have seen the

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David Andrews

Who do I work with? My team and I provide a small number of international and domestic private clients and families with an holistic wealth management service, combining planning, investment management, tax mitigation and the coordination of the family or individual’s professional advisers. We specialise in advising UK nationals living abroad as well as non-domiciled individuals living here in the UK. We are one of a handful of adviser firms which can accommodate clients who have US tax filing obligations. We have a predominance of clients from the investment banking community, along with others from a variety of backgrounds and the common feature of most is that they are busy people, seeking to protect their wealth so as to provide sufficient liquidity during their lifetimes and to pass assets on effectively and tax-efficiently to the next generation. About me I am a founding partner of what is now HFMC Wealth,

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