Retirement Planning Archives - Page 2 of 2

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

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

Phil Patient FPFS

Who do I work with? I am privileged to work with clients I respect and admire; creating smart solutions for them and helping them mould their wealth to their lives, sharing their amazing life journeys along the way. I specialise in cash flow planning, asset structuring, pension transfers along with the technicalities of estate and succession planning. I have been recognised and recommended in the Spears 500 guide for Ultra High Net Worth individuals. Spears is known as the “Michelin guide of Wealth”. About me I am married with two children, having met my wife overseas whilst living in Japan. I love great wine, fantastic food and enjoy watching rugby and playing tennis. I am straight talking, and am inspired to help people use their wealth to be good to themselves and compassionate to others. I volunteer with the Personal Finance Society to help educate young children about finance and

3 February 2023 No Comments

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.

3 February 2023 No Comments

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

3 February 2023 No Comments

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

3 February 2023 No Comments

Kev Burns APFS

Who do I work with? 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

3 February 2023 No Comments

INSIGHTS

Mark Creed APFS

Caroline Maxwell

Mark Morris FPFS

Tom Hopson FPFS

Phil Patient FPFS

Paul Short Chartered FCSI

Paul Addison DipPFS

Nick Rudd CFP Chartered MCSI

Kev Burns APFS

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