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. The service we provide is very personal and “hands on”, with a focus on simplifying what can often be a ‘jargon-heavy’ industry through clear communication, whether that's in one-to-one meetings or in staff presentations.
How do we help?
Whatever the size or sector of your business, HFMC’s Employee Benefits (EB) department has been building bespoke employee benefit programmes for our corporate clients since 2000.
We will get to the core of your business objectives and find out what really matters to you and your staff. Through employee education, our team will ensure they fully understand the value of your employee benefits’ package. You will fulfil your statutory employer obligations while enlightening key members of staff in the process.
HFMC Wealth has additionally been recognised and awarded the coveted Corporate Chartered Financial Planner title for our commitment to excellence and professionalism. This differentiates us from mainstream employee benefit consultancies.
The division, which forms a substantial part of HFMC Group, manages pension schemes with total assets approaching £200M and represents around 4,500 employees. In addition, we have a substantial book of group risk. As a result, we are able to negotiate competitive terms with leading insurers.
Beyond work, my interests are food, tennis trying to keep fit and spending time with my family.
Further information about our Employee Benefits service