Chartered Financial Planner (RQF Level 6) Archives

Eli Kosiner

Who do I work with? I have been working with clients from all over the UK for the last 22 years helping them on their property journey. Starting with first time buyers all the way through to lending in retirement and lifetime mortgages/equity release. I have also had the opportunity to help property investors grow their property portfolios as well as corporate clients acquiring commercial premises and development projects. The key driver to the success of the work we have carried out over the years is the meticulous planning for each and every finance requirement. Whether a first time buyer, or professional landlord, each and every transaction is planned to make the purchase journey as smooth as possible for all parties involved. About me? I am married to Ali and we have 2 lovely daughters together with a little Havanese dog. Beyond work, I help run one of the local

14 November 2023 No Comments

Joseph Bacon APFS

My experience 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

19 April 2023 No Comments

Nick Frank FPFS

Who do I work with? 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

19 April 2023 No Comments

Animesh Shrestha CTA

Who do I work with? I work with private clients who require personalised and high-quality tax compliance and advisory services. Our clients have varied backgrounds and to name a few, they are business executives, consultants, investors (including for example, property investors, angel investors, venture capital investors), retirees, non-residents, businessperson, professionals (including for example, finance, legal, accounting, private equity etc). About me? I qualified as a Chartered Tax Adviser working for EY (one of the big four accounting firms globally) as a member of its private client services team and providing services to high-net-worth individuals as well as global law firms operating in the UK as professional partnerships. Over the last 19 years, I have had the opportunity to work for small, medium as well as one of the largest professional services firms in the world. I have worked as part of the HFMC Wealth Group for the last 13 years

3 April 2023 No Comments

Dominic Tryczynski

Who do I work with? 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

30 March 2023 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

Louise Shepherd APFS

Who do I work with? 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

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

INSIGHTS

Eli Kosiner

Joseph Bacon APFS

Nick Frank FPFS

Animesh Shrestha CTA

Dominic Tryczynski

Vince Lane FPFS

Darren Berry FPFS TEP

Louise Shepherd APFS

Mark Creed APFS

Caroline Maxwell

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