Mark Morris FPFS

Mark Morris FPFS

Senior Private Client Adviser

Who do I work with?

My typical clients are looking to build towards their retirement or, if already in retirement, looking to preserve their lifestyle and make their money work for them. Thus, I specialise in investment planning, pre- and post-retirement planning and inheritance tax planning; whilst aiming to meet any specific life objectives along the way.

I take an analytical approach to providing advice. My aim is to become a long-term trusted adviser for all my clients and their families, focussing on the bigger picture to meet their needs whilst taking the “pain” of financial planning minutiae off their plates.

About me?

I graduated from Exeter University in 1997 and have worked in Financial Services ever since. I have always worked for independent financial adviser firms, something I feel is important when providing advice.

I joined HFMC Wealth in 2014, where the client focussed, family friendly and professional culture fits well with the service I provide my clients.

Beyond work, I am a retired cricketer, having shifted my focus to the easier pastures of the golf course. I also have a keen interest in history and archaeology.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

Contact Info

Location Home Counties, London
Specialisms Holistic Wealth Planning, Cashflow Planning & Modelling, Retirement Planning, Investment
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6), Long Term Care (CF8)
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