Diploma in Financial Planning (RQF Level 4) Archives - Page 2 of 4

Phil Jelly DipPFS

Who do I work with? 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.

3 February 2023 No Comments

Paul Jones DipFA

Who do I work with? My team and I specialise in taking care of families that have generational wealth and individual clients that request bespoke financial planning. I value having strong and long-standing relationships with my clients and they frequently recommend not only me but the broader HFMC offering to others. About me? One of the key reasons I joined HFMC Wealth in June 2013 was because of the company’s ethics and values which completely align with my own and that of my clients. The integrity, consideration and support that HFMC Wealth provides are the perfect complement to its professionalism and high-calibre teams. Beyond work, I enjoy travelling with my family, learning about the history and geopolitics of the places we visit, walking our dog and collecting Aboriginal art. Another key interest of mine is the educational system in West Africa (The Gambia) and I am personally supporting the education

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

Jeremy Hoyland

Who do I work with? Having founded the HFMC Group in 1987 with a simple vision of providing comprehensive financial planning for individual families, I have since gained a wealth of experience dealing with both ultra-high and individual high net worth UK and Offshore families. Whilst most of my clients are UK resident, they often tend to be complex with multi-jurisdictional issues. My clients will often be time poor due to the demands of their life and are looking for somebody that they can trust, and that they can confidently delegate to, giving them time back in the knowledge that their financial affairs will be well looked after. I seek to simplify the complex, where appropriate, so that financial affairs can be better managed and understood. Having built relationships with many clients for decades I will often work with several generations of family to ensure that everyone experiences total care,

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

Steve Jerome DipPFS

Who do I work with? My typical clients run their own businesses or are in a senior employed position, approaching or in retirement. A good ‘fit’ is someone who is looking for advice on how to identify, achieve and maintain their desired lifestyle, without the fear of ever running out of money. They will generally have investable assets of at least £300,000. I provide a long-term, holistic financial planning service to my clients. This focuses on them and their objectives for the rest of their lives. As a consequence, my service is not for those seeking a product-orientated or ‘transactional’ relationship. I enjoy taking the time to get to know someone, to really understand them, their aims and objectives before we start talking about what solutions might be appropriate. It’s because of this approach that my clients trust me and have stayed with me for many years. It’s very much

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

Marcus Carlton FPFS

Who do I work with? Financially successful people who see the value in delegating. If you are like many financially successful people then time will be at a premium. Me and my team of experts will help you to get your entire financial house in perfect order removing the stress and legwork involved. We will take on board your most important priorities and goals and ensure that you are on track to achieving them. About me? I have dedicated my entire career, over 40 years now, to helping people navigate the financial world. I hate jargon, pompous financial professionals and unnecessary complexity. My father was a highly successful financial planner back when most people didn’t even know there was such a thing. Growing up in a financially literate household and being exposed to some of his amazing and inspirational clients ensured I would follow in his footsteps. More recently I

3 February 2023 No Comments

Gina Garman-Jarratt

Who do I work with? With many years of experience in international financial planning, clients who seek my advice are typically non domiciled or have an international dimension to their lives. I provide private clients and families with a framework for their wealth that is portable and tax efficient across jurisdictions. In addition to providing long-term wealth management solutions, I have an expertise in international pension plans. About me Many years of working in international private banking has provided a solid base for my knowledge of residency and domicile, offshore pensions, trusts and estate planning. Collaborating with leading international tax lawyers enables me to coordinate my advice with legal and tax considerations in different jurisdictions. I have been fortunate to have the opportunity to contribute to the success of HFMC Wealth’s International proposition and while knowledge and experience have provided a necessary foundation for this, I believe that getting to

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

INSIGHTS

Phil Jelly DipPFS

Paul Jones DipFA

Mark Creed APFS

Jeremy Hoyland

Caroline Maxwell

Steve Jerome DipPFS

Mark Morris FPFS

Marcus Carlton FPFS

Gina Garman-Jarratt

Tom Hopson FPFS

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