Luis Amato APFS

Luis Amato APFS

Private Client Adviser

Who do I work with?

I work closely with my clients to ensure they are getting the most out of their lives whilst maintaining a comfortable and healthy financial situation. My clients range from those in their younger years looking to balance the demands of life around their finances and those in their later years, ensuring they outlive their money and plan for the next generations.

It is important for me to put my clients needs at the heart of everything I do as their financial planner and advise them accordingly as their needs/requirements develop.

About me?

After spending 9 years at a trading company from the early age of 16, I decided to move into the world of financial planning. This was a natural move for me as I’ve always had an interest in the investment world and having invested from an early age myself, I have seen the impact this can have.

I joined HFMC in 2022 after achieving my Chartered Status and was instantly blown away with the culture and attitude of the company. Putting clients first has always been at the very top of how I feel a financial planning company should be run and this is certainly what I found straight away at HFMC Wealth.

Outside of work, I live in Essex with my Fiancé and love playing golf whenever I possibly can. Exercise is also a big part of my life and something which I’ve found helps me maintain a clear mind when helping many of my clients.

Contact Info

Location Home Counties, London
Specialisms Cashflow Planning & Modelling, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6)
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