James Geard

James Geard

Private Client Director

Who do I work with?

At HFMC we deliver high quality, bespoke financial solutions built on a core of integrity, commitment and service. Clients tend to have an income which places them in a higher or additional rate of tax, or who have investable capital. Clients are Individuals and business owners who are already successful in their careers /businesses.

Working in partnership together, we develop strategic financial, personal and foundation plans that enable them to achieve their life goals and realise their dreams. Each solution offered is tailormade to the client's personal and financial objectives. We identify these together through a thorough and sensitive process of discovery, from which comes real understanding of what matters to them most.

A shared challenge with the majority of, particularly new clients, is the absence of a co-ordinated financial planning strategy capable of delivering their ideal lifestyle outcomes.

As a highly experienced financial planner my role is to inspire people to be all that they are capable of being, by creating the financial framework that provides the freedom they need. Liaison with clients and their other professional advisors is key, so that we can identify the obstacles that may be stopping them from achieving their goals, and then commit to do everything possible to provide solutions.

About me

My mission is to be the best that I can be. This is achieved through a whole-hearted commitment to continuous improvement and by embracing personal development as a gift to be used in the service of others. I firmly believe in going the extra mile for my clients, getting to know them personally and taking the time to find out what really matters to them. That's why many of my clients have been with me for over twenty years and recommend me to others.

Beyond work, I’m an enthusiastic golfer who loves spending time with family and friends. My wife and I have six children with an equal number of grandchildren ranging from age 24 to 9. I enjoy singing which I did professionally for a very short period of time in my formative years.

Contact Info

Email james.geard@hfmcwealth.com
Location Home Counties
Specialisms Holistic Wealth Planning, Cashflow Planning & Modelling, Investment
Qualifications Diploma in Financial Planning (RQF Level 4)
You are now leaving the HFMC Group of Companies websites
Skip to content