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.
I am a founding partner of what is now HFMC Wealth, having joined in 1993 when we were four people working in what was little more than a shed in Walton on Thames, Surrey.
Sharing a vision with HFMC Wealth’s founder, Jeremy Hoyland, for building the UK’s wealth management practice of choice for private clients, we have managed, along with a terrific team, to enjoy fantastic growth since then by continually seeking innovative solutions to the evolving requirements of those we serve.
In 2014, I was asked to launch and develop HFMC Wealth’s international private client proposition, along with specialist international adviser, Gina Garman-Jarratt. Working with leading international legal and tax practitioners, we have been fortunate enough to enjoy sufficient success since then for the team to become the largest contributor to the HFMC Group’s revenue.
• Fellow of Personal Finance Society (FPFS)