Nick Rudd CFP Chartered MCSI

Nick Rudd CFP Chartered MCSI

Private Client Director

Who do I work with?

I specialise in advising business owners, entrepreneurs and other Professionals.

My role is to help you set up a road map for your finances, both inside and outside your business and to help you understand how decisions you make within your business might affect your personal financial situation, and vice versa.

About me?

I joined HFMC Wealth in 2014, having spent 17 years before that working with clients at BDO in London.

I have been advising clients for over 25 years. Many of them have worked with me for between 10 and 20 years and I take a great deal of pleasure and job satisfaction in working with them over the long term.

I think one of my strengths is listening, getting to know you and then building up a picture, with you, of what success looks like.

I also love problem solving, so this comes in very handy when we start to look at how to build your personal financial plan.

Away from the office, I love travelling, keeping fit, playing golf and motor racing.

Other qualifications

• Chartered CISI
• Certified Financial Planner

Contact Info

Location London
Specialisms Retirement Planning, Estate & Succession Planning, Business Owners, Holistic Wealth Planning
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6), Pension Transfer Specialist
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