Pension Transfer Specialist Archives

Ashley Powles

Who do I work with? 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

17 October 2024 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

Philip Kingscott DipPFS

Who do I work with? 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.

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

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

Simon Kelly FPFS

Who do I work with? 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

3 February 2023 No Comments

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. 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)

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

INSIGHTS

Ashley Powles

Vince Lane FPFS

Darren Berry FPFS TEP

Philip Kingscott DipPFS

Jeremy Hoyland

Marcus Carlton FPFS

Simon Kelly FPFS

Phil Patient FPFS

Paul Addison DipPFS

Nick Rudd CFP Chartered MCSI

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