High Net Worth Private Clients Archives

Caroline Richmond FPFS

Who do I work with? 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

16 October 2024 No Comments

Vince Lane FPFS

Who do I work with? I work in close partnership with my clients. I advise on clients from all walks of life including Medical, Media, Sports, Entertainment and Professionals who have very busy lives. Regardless of background all like to find a Trusted Adviser who can assist them with their planning to secure their Future Wellbeing. About me? I graduated in 1981 and joined a graduate programme in Financial Services. Following this in 1985 I established a directly authorised Financial Services business in conjunction with a Firm of West End accountants. In 1988, having gained a wealth of experience with both individual and corporate clients I joined R & S Associates as a Partner. During this time I continued to develop Professional Connections with Accountants and Solicitors, advising both individual and corporate clients. I chose to ally R&S Associates with HFMC Wealth in 2023 so that I could provide a

23 March 2023 No Comments

Darren Berry FPFS TEP

Who do I work with? 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

23 March 2023 No Comments

Ross Ibbotson

Who do I work with? 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 is a vast range from investment bankers, tech professional and entrepreneurs to partners at the Big Four. About me? In addition to my private client work, I am an Executive Director at HFMC having joined the board in 2012 where I am responsible alongside the Executive Board for the strategic growth of the business. I’m also a member of the HFMC investment board, providing oversight of our investor solutions, with a particular focus on our alternative investment

3 February 2023 No Comments

Phil Jelly DipPFS

Who do I work with? Financial planning continually evolves, as life progresses and as a result, I have a close partnership with my clients, to ensure they continually stay on track. I work with clients from all walks of life, medical, pharmaceutical, arts and entertainment, retail and professionals. Most of whom have very busy lives, but they are looking for a safe pair of hands to provide them with financial planning, so they can achieve their personal goals. About me? Having started my career in financial services as a Cashier at NatWest, I had the privilege of learning very early on, that we are all unique in our own special ways. I moved to HFMC Wealth in 2007 and on arrival, I continued to gain experience in providing financial advice to clients, by supporting two Partners of the company. In 2013, I became an adviser, focusing primarily on private clients.

3 February 2023 No Comments

Paul Jones DipFA

Who do I work with? My team and I specialise in taking care of families that have generational wealth and individual clients that request bespoke financial planning. I value having strong and long-standing relationships with my clients and they frequently recommend not only me but the broader HFMC offering to others. About me? One of the key reasons I joined HFMC Wealth in June 2013 was because of the company’s ethics and values which completely align with my own and that of my clients. The integrity, consideration and support that HFMC Wealth provides are the perfect complement to its professionalism and high-calibre teams. Beyond work, I enjoy travelling with my family, learning about the history and geopolitics of the places we visit, walking our dog and collecting Aboriginal art. Another key interest of mine is the educational system in West Africa (The Gambia) and I am personally supporting the education

3 February 2023 No Comments

Jeremy Hoyland

Who do I work with? Having founded the HFMC Group in 1987 with a simple vision of providing comprehensive financial planning for individual families, I have since gained a wealth of experience dealing with both ultra-high and individual high net worth UK and Offshore families. Whilst most of my clients are UK resident, they often tend to be complex with multi-jurisdictional issues. My clients will often be time poor due to the demands of their life and are looking for somebody that they can trust, and that they can confidently delegate to, giving them time back in the knowledge that their financial affairs will be well looked after. I seek to simplify the complex, where appropriate, so that financial affairs can be better managed and understood. Having built relationships with many clients for decades I will often work with several generations of family to ensure that everyone experiences total care,

3 February 2023 No Comments

Marcus Carlton FPFS

Who do I work with? Financially successful people who see the value in delegating. If you are like many financially successful people then time will be at a premium. Me and my team of experts will help you to get your entire financial house in perfect order removing the stress and legwork involved. We will take on board your most important priorities and goals and ensure that you are on track to achieving them. About me? I have dedicated my entire career, over 40 years now, to helping people navigate the financial world. I hate jargon, pompous financial professionals and unnecessary complexity. My father was a highly successful financial planner back when most people didn’t even know there was such a thing. Growing up in a financially literate household and being exposed to some of his amazing and inspirational clients ensured I would follow in his footsteps. More recently I

3 February 2023 No Comments

Gina Garman-Jarratt

Who do I work with? With many years of experience in international financial planning, clients who seek my advice are typically non domiciled or have an international dimension to their lives. I provide private clients and families with a framework for their wealth that is portable and tax efficient across jurisdictions. In addition to providing long-term wealth management solutions, I have an expertise in international pension plans. About me Many years of working in international private banking has provided a solid base for my knowledge of residency and domicile, offshore pensions, trusts and estate planning. Collaborating with leading international tax lawyers enables me to coordinate my advice with legal and tax considerations in different jurisdictions. I have been fortunate to have the opportunity to contribute to the success of HFMC Wealth’s International proposition and while knowledge and experience have provided a necessary foundation for this, I believe that getting to

3 February 2023 No Comments

Sebastian Gladwish DipPFS

Who do I work with? My clients are diverse and range from young professionals, to those looking to manage their wealth for retirement. There are also those clients who have experienced various life events, such as divorce or a death in the family, which of course can be overwhelming for the individuals and significantly affect their financial plans. About me? My belief was I shouldn’t go to university unless I knew exactly what I want to do for my career and it required a degree as I was eager to begin adult life and didn’t want the added student tax burden. Therefore, I finished college in 2010 and started work in hospitality to get me going whilst I worked out what I really wanted to do for the rest of my life! After buying my first property three years later, I had realised my passion for personal finance should be

3 February 2023 No Comments

INSIGHTS

Caroline Richmond FPFS

Vince Lane FPFS

Darren Berry FPFS TEP

Ross Ibbotson

Phil Jelly DipPFS

Paul Jones DipFA

Jeremy Hoyland

Marcus Carlton FPFS

Gina Garman-Jarratt

Sebastian Gladwish DipPFS

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