Chartered Financial Planner (RQF Level 6) Archives - Page 3 of 3

Marc Shackman

Who do I work with? I work in close partnership with clients, providing in-depth technical analysis of their financial position and how it can be arranged in as efficient a manner possible. In most cases this is centred around an holistic plan that considers a client’s goals, aspirations and objectives and how their finances can be best positioned to meet these over their lifetimes. About me? I have worked in financial services since graduating from university in 2003, initially working for a boutique foreign currency mortgage company before switching focus to financial planning. Over my career I have worked primarily with High Net Worth/Ultra High Net Worth clients in a range of fields from entertainment and sport to medicine and banking. Away from the office I am a keen traveller and cook and in particular a lover of all things Italian.

3 February 2023 No Comments

Luis Amato APFS

Who do I work with? I work closely with my clients to ensure they are getting the most out of their lives whilst maintaining a comfortable and healthy financial situation. My clients range from those in their younger years looking to balance the demands of life around their finances and those in their later years, ensuring they outlive their money and plan for the next generations. It is important for me to put my clients needs at the heart of everything I do as their financial planner and advise them accordingly as their needs/requirements develop. About me? After spending 9 years at a trading company from the early age of 16, I decided to move into the world of financial planning. This was a natural move for me as I’ve always had an interest in the investment world and having invested from an early age myself, I have seen the

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

Edward Wilby FPFS

Who do I work with? 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

2 February 2023 No Comments

David Andrews

Who do I work with? My team and I provide a small number of international and domestic private clients and families with an holistic wealth management service, combining planning, investment management, tax mitigation and the coordination of the family or individual’s professional advisers. We specialise in advising UK nationals living abroad as well as non-domiciled individuals living here in the UK. We are one of a handful of adviser firms which can accommodate clients who have US tax filing obligations. We have a predominance of clients from the investment banking community, along with others from a variety of backgrounds and the common feature of most is that they are busy people, seeking to protect their wealth so as to provide sufficient liquidity during their lifetimes and to pass assets on effectively and tax-efficiently to the next generation. About me I am a founding partner of what is now HFMC Wealth,

2 February 2023 No Comments

Chris Wade APFS

Who do I work with? 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.

1 February 2023 No Comments

INSIGHTS

Marc Shackman

Luis Amato APFS

Kev Burns APFS

Edward Wilby FPFS

David Andrews

Chris Wade APFS

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