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 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 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 decisions around their future options.

About me?

Outside work, I have been married to Marie since 2003, and we have two children. We enjoy walking in the local Kent countryside where we live, especially if a pub beer garden can be included in the route! I enjoy a social round of golf, and a day at the test match with friends is a regular summer event.

I started working in Financial Services in 1987 in the City of London. After 20 years in various corporate roles, with insurance companies AXA and Aviva, and then with the Swiss private bank UBS, I decided it was the right time use the experience gained in an advice role.

I was previously working alongside Vince Lane at R&S Associates as a Chartered Financial Planner until our alliance with HFMC Wealth in 2023, providing a greater range of services to my high net worth clients, something that was difficult to do as a smaller firm.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

The post Darren Berry FPFS TEP 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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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, objectivity and independence.

Alongside my team, 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 the knowledge that their financial aspects are simplified, understood and work. It’s hugely rewarding for all involved.

About me?

Following a degree in Economics and Politics from the University of Oxford and working as an interest rate swap and currency trader at Bankers’ Trust in New York and London I founded the business which evolved into HFMC, with my wife Jacqueline.

Outside of business I love to take out my historic racing car and my Porsche, and enjoy skiing, hiking and cycling with my wife and 3 adult children. I have 2 Finnish Lapphund which I love to walk. I help manage my late father John Hoyland’s extensive artistic legacy. Jackie and I love working with young people and engage in a range of philanthropic and support activities related to them.

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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)

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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)

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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 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)

The post Phil Patient FPFS appeared first on HFMC Wealth.

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 team and external asset managers, I provide day to day investment management for clients’ general investment portfolios, family trusts and pension funds in both onshore and offshore jurisdictions.

Tax efficiency and tax planning are an integral part of our service. In addition, using sophisticated financial modelling software, I am able to provide “lifetime cashflow analysis” for my clients helping them plan for the future with confidence.

The post Paul Addison DipPFS appeared first on HFMC Wealth.

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 comes in very handy when we start to look at how to build your personal financial plan.

Away from the office, I love travelling, keeping fit, playing golf and motor racing.

Other qualifications

• Chartered CISI
• Certified Financial Planner

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