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 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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I believe in a very traditional form of service in my role as a financial adviser. That is providing holistic advice to those who are recommended to me. In many ways this is akin to providing a boutique service, in that all the guidance I give is very specific to the individual receiving the advice and their circumstances.

Typically my clients tend to be in their fifties or sixties and approaching retirement, looking to generate an income having retired, or wanting to consider Inheritance tax planning. In addition I often also look after my clients’ wider family.

About me

I joined HFMC Wealth in 2023, having previously been a director of Weston Cummins where I worked for over 25 years. Over the years I have studied hard to improve the quality of advice that I can provide and I am now a Fellow of the Personal Finance Society.

I get enormous satisfaction from helping my clients achieve their financial objectives, with many becoming long term friends.
Away from the office I love to travel, ski and generally keep fit. Reading and music have been lifelong passions.

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I work with long established private client referrals. Over the years I have established a very loyal following which enables me to fulfil planning goals by passing money down through the generations in a tax efficient manner.

Through a very personal and tailored approach, I help my clients fulfil their personal aspirations in regard to their own needs and the needs of the wider family. I have client relationships going back over 30 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling.

About me?

I joined HFMC Wealth in 2023, having previously been the owner of Weston Cummins which I founded in 1990.

I am married with two children and two grandchildren and live in Hampshire.

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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 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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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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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. Since then, I have become a Partner and shareholder in the company.

Beyond work, I love to travel the world with my wife, exploring different scenery and cultures. I also have a passion for cycling and running. Both sports have allowed me to take part in challenges around the UK and in many countries around the world. One challenge I have completed recently, is cycling round the North Coast 500 in Scotland.

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