Teams Archive - HFMC Wealth

Eli Kosiner

Who do I work with? I have been working with clients from all over the UK for the last 22 years helping them on their property journey. Starting with first time buyers all the way through to lending in retirement and lifetime mortgages/equity release. I have also had the opportunity to help property investors grow their property portfolios as well as corporate clients acquiring commercial premises and development projects. The key driver to the success of the work we have carried out over the years is the meticulous planning for each and every finance requirement. Whether a first time buyer, or professional landlord, each and every transaction is planned to make the purchase journey as smooth as possible for all parties involved. About me? I am married to Ali and we have 2 lovely daughters together with a little Havanese dog. Beyond work, I help run one of the local

14 November 2023 No Comments

Joseph Bacon APFS

My experience I joined Weston Cummins in 2012 having previously worked for more local IFAs outside of London. I have been working in financial services for over 20 years and have attained the Chartered Financial Planner status. My experience has been built around research and technical knowledge, and I use this when working with the fellow advisers that I support to provide advice to my clients (and theirs). I enjoy being able to help my clients with their planning, alongside those of the other advisers. I have found that the answer to all financial planning problems lies within the information we can gather from our clients, therefore, listening and asking lots of questions is key to helping you achieve your goals. About Me Outside of work I am a keen cyclist and have recently started criterium racing. Along the two wheeled theme, I also own a motorbike and enjoy touring

19 April 2023 No Comments

Nick Frank FPFS

Who do I work with? I believe in a very traditional form of service in my role as a financial adviser. That is providing holistic advice to those who are recommended to me. In many ways this is akin to providing a boutique service, in that all the guidance I give is very specific to the individual receiving the advice and their circumstances. Typically my clients tend to be in their fifties or sixties and approaching retirement, looking to generate an income having retired, or wanting to consider Inheritance tax planning. In addition I often also look after my clients’ wider family. About me I joined HFMC Wealth in 2023, having previously been a director of Weston Cummins where I worked for over 25 years. Over the years I have studied hard to improve the quality of advice that I can provide and I am now a Fellow of the

19 April 2023 No Comments

Alan Weston Dip PFS

Who do I work with? I work with long established private client referrals. Over the years I have established a very loyal following which enables me to fulfil planning goals by passing money down through the generations in a tax efficient manner. Through a very personal and tailored approach, I help my clients fulfil their personal aspirations in regard to their own needs and the needs of the wider family. I have client relationships going back over 30 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling. About me? I joined HFMC Wealth in 2023, having previously been the owner of Weston Cummins which I founded in 1990. I am married with two children and two grandchildren and live in Hampshire.

19 April 2023 No Comments

Steve Powis DIPPFS

Working in financial services for almost 20 years, I have gained a wealth of experience. I am used to dealing with a broad range of clients with different aims, life cycles, and needs, and doing so has developed me into the adviser I am today. I have been advising clients since 2007, ever since joining Weston Cummins, who in turn joined HFMC Wealth in 2023 to be able to provide even greater services to existing and new clients. Who do I work with? My clients are both corporate and private – For my private clients, I offer independent holistic financial planning advice, covering all areas and topics of financial planning, typically to high net worth clients. I also deal with corporate clients and their directors. I provide advice and support for Workplace pensions, Death In Service, Income Protection and Private Medical Insurance schemes. I mainly deal with small to

19 April 2023 No Comments

Animesh Shrestha CTA

Who do I work with? I work with private clients who require personalised and high-quality tax compliance and advisory services. Our clients have varied backgrounds and to name a few, they are business executives, consultants, investors (including for example, property investors, angel investors, venture capital investors), retirees, non-residents, businessperson, professionals (including for example, finance, legal, accounting, private equity etc). About me? I qualified as a Chartered Tax Adviser working for EY (one of the big four accounting firms globally) as a member of its private client services team and providing services to high-net-worth individuals as well as global law firms operating in the UK as professional partnerships. Over the last 19 years, I have had the opportunity to work for small, medium as well as one of the largest professional services firms in the world. I have worked as part of the HFMC Wealth Group for the last 13 years

3 April 2023 No Comments

Dominic Tryczynski

Who do I work with? Specialising in working with entrepreneurs, professionals and their families, I’m passionate about helping people have a rich and fulfilling life, both now and in the future. I do this by creating bespoke financial plans that bring this into focus, and by guiding clients to be more intentional with their money over the long term. About me? I’m a Chartered Financial Planner with over a decade of experience in financial services. Over the years, I’ve had the pleasure of working with diverse and interesting clients, in my previous roles at a Private Bank and a chartered financial planning firm, and now at HFMC Wealth. For me, living a rich and fulfilling life means travelling extensively, seeking out new challenges and experiences, and keeping physically and mentally active. On the weekends, I can be found out and about, enjoying all of the great live

30 March 2023 No Comments

Jason Lines

I have been involved in Financial Services since 1990, initially at a City based Stockbrokers and then my mother’s high profile IFA practice (subsequently acquired by a National Advisory firm). I joined HFMC in 2001, to help build an Employee Benefits division. This now forms a significant part of HFMC Wealth’s turnover. With over 30 years experience in advising corporate clients (focusing predominantly in the SME space), our ethos is to work closely in partnership with our clients to help them build a successful and market competitive employee benefits strategy. This is achieved through a combination of effective communication and good governance, aligned with a very personal service-driven approach. I enjoy working with employers who are passionate about engaging employees in the importance and merits of their workplace ir pension and core benefits schemes. The employee benefits team’s mantra is to offer our clients integrity, professionalism, and years of experience.

24 March 2023 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

INSIGHTS

Eli Kosiner

Joseph Bacon APFS

Nick Frank FPFS

Alan Weston Dip PFS

Steve Powis DIPPFS

Animesh Shrestha CTA

Dominic Tryczynski

Jason Lines

Vince Lane FPFS

Darren Berry FPFS TEP

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