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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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 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.

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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 fits well with the service I provide my clients.

Beyond work, I am a retired cricketer, having shifted my focus to the easier pastures of the golf course. I also have a keen interest in history and archaeology.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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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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I work with clients and families in setting and then managing their financial goals, giving them more time to focus on what is most important to them.

Understanding what has brought a client to where they are currently and what they are looking for in the future is necessary to successfully begin planning to build the financially sustainable lifestyle we all aim for.

About me?

Having graduated from the University of Warwick in 2001, I entered the independent advice sector and have worked my way from a temporary administrative support role to qualified Financial Adviser.

In 2009 I joined HFMC Wealth and since then I have been able to grow further as a Private Client Adviser with the help of the great range of internal services and expertise available, which has only benefitted the clients I work with.

Away from the office, I have a young family that keeps me busy so there is very little time for much else!

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I work alongside Marcus Carlton providing advice to a range of clients who are cohesive in knowing what is important about money to them and can articulate their future goals which will take money and planning to achieve. Our planning process is quite unique as it has been created with the aim of understanding our clients core values and deepest aspirations first and foremost.

We have reshaped the traditional advice delivery and modernised the conversation to deliver a first-class, client centric experience without the industry jargon. Naturally, I thoroughly enjoy working with clients who are willing to be openminded, trust the process, and are assured in knowing they are at the heart of everything I do.

The value I add enhances my client’s future, by reducing time spent worrying on finances, and spending more time living. If you are intrigued by our process and would like to chat with an adviser who is fresh and challenges the status quo, then I look forward to starting this journey together.

About me?

I graduated with an MSc in Financial Management in 2016, and instead of diving into the world of work right away, I decided to spend 6 months travelling South America with some friends from back home (Belfast). This gave me the opportunity to soak up many different cultures and spend time with people I would have never encountered otherwise, proving fruitful during my meetings with clients.

My experience in finance has spanned 6 years which has exposed me to various firms and their operations. I chose to join HFMC Wealth back in November 2021 primarily due to the firm’s investment in their people and culture, plus the progressive attitude of disrupting the norm of the sector.

In my free time, and between 6-7pm every weekday you will find me at my local CrossFit box, not only working on my fitness, but also staying on top of my mental health.

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My clients are a diverse group, from successful individuals to business owners, who are planning for their futures and now looking for guidance managing their wealth for, and in, retirement.

I have built up close relationships with clients over many years, and I enjoy sharing in significant milestones in their lives. Taking the time to really get to know my clients and understand what matters most to them means that they see me as someone they can trust.

My aim is to help clients to put together a financial plan where I am able to genuinely deliver the financial outcomes that the client is looking for. I always strive to ensure that people understand the financial decisions they are making and what they need to do to achieve their goals. It gives me a deep sense of satisfaction when clients leave a meeting feeling energized and confident about their future.

About me?

Originally from Harrogate, North Yorkshire, I have been working in financial planning for over ten years, after an earlier career in The City in investment banking. I joined HFMC Wealth in 2020.

Outside of work I enjoy playing and watching sport, and serving as a patron to various cultural institutions, such as the Victoria and Albert Museum. Weekends are dedicated to spending time with my young family.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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I work alongside James Geard and Edward Wilby as their technical support.

About me?

I graduated with a BA Hons Business Studies degree in 2001 and have worked in a number of support roles in financial services industry over the last 20 + years.

I joined HFMC Wealth in 2016 and have worked solely with James until Edward joined the team in 2020. I feel that one of the strengths of being the technical support is building a good relationship with the clients, as you are constantly involved with their financial planning needs.

Outside of work I keep fit by running 2 to 3 times a week.

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