Holistic Wealth Planning Archives - Page 2 of 3

James Scott DipPFS

Who do I work with? 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

3 February 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

Philip Kingscott DipPFS

Who do I work with? 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.

3 February 2023 No Comments

Mark Creed APFS

Who do I work with? I work in close partnership with my clients. I advise wealthy clients from all walks and stages of life. My clients recognise the need for advice over their wealth, to protect and grow their wealth for the benefit of them and their family. I am fortunate to have worked with the same clients for two decades and whom have been clients of the firm, in some cases since the 1980’s. About me? Married with two children, I graduated in 1997 and entered financial services in late 1999. I have worked at a large national firm along with boutique wealth management firms and have advised a wide range of clients from those starting out, to those who have retired. Time away from work is spent enjoying life with my family and when time and my body allows, playing football and tennis.

3 February 2023 No Comments

Caroline Maxwell

Who do I work with? Working in financial services for over 25 years, I have gained a wealth of experience with both individual high net worth and ultra high net worth clients, on both a domestic and multi jurisdictional level. I’m in a fortunate position that I have worked with many clients from a range of backgrounds for several years running into decades and as such have a detailed understanding of them and their wider family which change as life evolves. We discuss clients’ goals, provide a thorough structured plan to achieve these goals and navigate the changes and challenges along the way, be this change of job role or country, transitioning from working life to financial independence, providing for children and the wider family, all with an overlay of being mindful of tax positions. This allows clients to then focus on their life and what they enjoy, secure in

3 February 2023 No Comments

Mark Morris FPFS

Who do I work with? 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 for them. Thus, I specialise in investment planning, pre- and post-retirement planning and inheritance tax planning; whilst aiming to meet any specific life objectives along the way. I take an analytical approach to providing advice. My aim is to become a long-term trusted adviser for all my clients and their families, focussing on the bigger picture to meet their needs whilst taking the “pain” of financial planning minutiae off their plates. About me? I graduated from Exeter University in 1997 and have worked in Financial Services ever since. I have always worked for independent financial adviser firms, something I feel is important when providing advice. I joined HFMC Wealth in 2014, where the client focussed, family friendly and professional culture

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

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

3 February 2023 No Comments

Simon Kelly FPFS

Who do I work with? Focussing on holistic advice to high net worth individuals to help you and your family reach lifetime goals; encouraging engagement and implementing sound achievable financial plans that best make use of the tax and investment avenues available to you. It all starts with you and what do you want? About me? After Physics with Space Science at Uni I joined a pension company. They gave me a project that turned into a department and a team of 6 to run and were really supportive. Then I passed the financial advisor exams and moved to London with my wife to start as an Advisor in 2000. That new company encouraged me for 6 great years and I realised how lucky I was to get 2 brilliant bosses on the run. And then a third fabulous boss when I joined HFMC Wealth back in 2006; despite telling

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

James Scott DipPFS

Ross Ibbotson

Philip Kingscott DipPFS

Mark Creed APFS

Caroline Maxwell

Mark Morris FPFS

Marcus Carlton FPFS

Tom Hopson FPFS

Simon Kelly FPFS

Sebastian Gladwish DipPFS

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