I have worked with a wide variety of client situations helping them focus on understanding their objectives and motivations, leading to a financial plan that is suitable and tailored specifically for them.

I believe in a traditional approach built on a strong client adviser relationship to ensure clients stay on track and allow them to spend their time on the things that are important to them.

About me?

From a very young age my parents involved me in their financial affairs, and I developed a strong relationship with their advisor, who we now count as a close family friend. It was that clear, sensible advice from a long-term trusted relationship with my family that motivated me to join the financial services upon leaving university. I went on to hold various corporate and technical roles within both small and large financial institutions until I felt I had the experience and skill set to really add value to client outcomes in an adviser role.

I studied hard over the years to improve my knowledge for the benefit of the clients I work with to be able to provide them with the holistic advice their circumstances require. Joining HFMC Wealth was the natural next step to broaden the services and improve the outcomes clients deserve.

Outside of my work commitments, I have a young family of my own now and enjoy being involved with their schoolwork and extra-curricular activities. I am lucky to have a very supportive wife who allows me to spend my own down time cycling, swimming, and running, competing in the occasion triathlon.

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I am dedicated to working with financially successful, solution-orientated individuals and families, helping them develop personalised strategies to meet their long-term aspirations and financial goals.

At HFMC Wealth I collaborate with a talented team, ensuring our clients benefit from a modern, proactive approach to financial planning.

About me?

As a chartered financial planner with over 20 years of experience, I’ve had the privilege of guiding clients through a wide range of financial challenges and opportunities. For the past decade, I’ve been part of HFMC Wealth, a firm that stands out for its exceptional culture, strong values, and commitment to client success.

I graduated from Portsmouth University with a BA Hons degree in Economic and Social History. I have since attained both Chartered and Fellowship status with the Personal Finance Society (PFS).

My passion at work is creating comprehensive lifetime cash flow models that help clients visualise their financial future with confidence. I take time to test the financial boundaries, exploring the “what if” questions that arise throughout life.

Once a plan is agreed, I ensure we revisit it at least annually, holding clients accountable to their goals, while making any necessary adjustments to keep them on course.

Outside of work

I live in a bilingual household with my husband and our young daughter. We love to travel frequently, exploring Europe and beyond whenever possible, immersing ourselves in different cultures, languages, and cuisines.

I’ve been a lifelong squash player, competing at club and county level for over 3 decades. I currently captain a premier division team on the South Coast.

When not on a squash court, I enjoy spending quality time with my family, cooking, and indulging in my love of reading.

Other qualifications

Fellow of Personal Finance Society (FPFS)

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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 greater range of services to my high net worth clients, something that was difficult to do as a smaller firm.

Away from the office, I have a passion for music and in particular, Jazz. I also have a passion for climbing mountains and have done so for many years, although the mountains seems to get higher and harder as the years go on!

Other qualifications

• Fellow of Personal Finance Society (FPFS)

The post Vince Lane FPFS appeared first on HFMC Wealth.

I have been involved in Financial Services for 30 years. I help individuals, families and business make sound financial decisions to help achieve their goals. I work mainly with clients in the Southeast of England and I have a strong relation with Accountants and Solicitors where many of my client referrals emanate. My advice is provided in a fee basis with the first consultation carried out on a non-cost no obligation basis. I utilise the latest financial planning software to demonstrate the initial plan which is then reviewed regularly to ensure it remains on track.

About me?

Outside of work I enjoy most sports but other than golf I tend to be a taxi service for my children’s sporting activity.

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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 fits well with the service I provide my clients.

Beyond work, I am a retired cricketer, having shifted my focus to the easier pastures of the golf course. I also have a keen interest in history and archaeology.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

The post Mark Morris FPFS appeared first on HFMC Wealth.

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 spent time in San Diego over a 4 year period training with an elite group of the best financial advisers in the world in order to develop and hone a class leading service.

Outside of work

I am lucky to have great friends who enjoy good food and travel.

Skiing is a passion which my wife and two daughters share with me.

Many of my friends are clients and people who love classic cars and road trips.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

The post Marcus Carlton FPFS appeared first on HFMC Wealth.

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 element of education and collaboration, as I believe my clients should have the tools available to make informed decisions for themselves. However, where clients are happy to delegate so they can focus on more important aspects of their lives, we can ensure that everything is managed according to plan so they remain on the right path.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

The post Tom Hopson FPFS appeared first on HFMC Wealth.

Focussing on holistic advice to high net worth individuals to help you and your family reach lifetime goals; encouraging engagement and implementing sound achievable financial plans that best make use of the tax and investment avenues available to you. It all starts with you and what do you want?

About me?

After Physics with Space Science at Uni I joined a pension company. They gave me a project that turned into a department and a team of 6 to run and were really supportive. Then I passed the financial advisor exams and moved to London with my wife to start as an Advisor in 2000. That new company encouraged me for 6 great years and I realised how lucky I was to get 2 brilliant bosses on the run.

And then a third fabulous boss when I joined HFMC Wealth back in 2006; despite telling my recruitment consultant I did not want to work out of central London he insisted it was the best opportunity available and he was right. I soon took on my own team and then became a partner and have never looked back. Thank goodness I went for that lunch interview in Weybridge with Jeremy Hoyland all those years ago.

I hope I have learned from the great bosses I had to be a great boss to my own team; I can’t do what I’m good at if they aren’t doing what they are good at.

Beyond work I spend much of my time with my son, playing board games and realising he can now code way better than I can! He is trying to get me to join his fencing club so maybe I will have to update this Bio in the near future. I adore cooking and experimenting with new recipes which my wife loves but complains about the extra gym visits needed. Just don’t ask her about my bread, I’m working on it. People often say ‘I like reading’ but books are a passion not a hobby (real ones that is, not digital ones!); I always seem to buy them quicker than I can read them. And for my sins I love American Football having played at University…my team is one that continuously loses.

Other qualifications

• Investment Management Certificate
• Fellow of Personal Finance Society (FPFS)

The post Simon Kelly FPFS appeared first on HFMC Wealth.

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 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 am an Ambassador for Insuring Women’s Futures, seeking to bring financial equality for women.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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