Diploma in Financial Planning (RQF Level 4) Archives - Page 3 of 4

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 work primarily with high-net-worth individuals, families, entrepreneurs and senior executives with £1m+ of investable assets. My clients often need help coordinating pensions, investments, tax planning, cashflow modelling, business sale proceeds and intergenerational wealth transfer into one long-term financial plan. 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

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

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

Leon Blake DipPFS

Who do I work with? I work with clients and families in setting and then managing their financial goals, giving them more time to focus on what is most important to them. Understanding what has brought a client to where they are currently and what they are looking for in the future is necessary to successfully begin planning to build the financially sustainable lifestyle we all aim for. About me? Having graduated from the University of Warwick in 2001, I entered the independent advice sector and have worked my way from a temporary administrative support role to qualified Financial Adviser. In 2009 I joined HFMC Wealth and since then I have been able to grow further as a Private Client Adviser with the help of the great range of internal services and expertise available, which has only benefitted the clients I work with. Away from the office, I have a

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

INSIGHTS

Phil Patient FPFS

Paul Short Chartered FCSI

Paul Addison DipPFS

Nick Rudd CFP Chartered MCSI

Marc Shackman

Luis Amato APFS

Leon Blake DipPFS

Kev Burns APFS

Edward Wilby FPFS

David Andrews

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