Teams Archive - Page 3 of 4

Luis Amato APFS

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

3 February 2023 No Comments

Marc Shackman

Who do I work with? I work in close partnership with clients, providing in-depth technical analysis of their financial position and how it can be arranged in as efficient a manner possible. In most cases this is centred around an holistic plan that considers a client’s goals, aspirations and objectives and how their finances can be best positioned to meet these over their lifetimes. About me? I have worked in financial services since graduating from university in 2003, initially working for a boutique foreign currency mortgage company before switching focus to financial planning. Over my career I have worked primarily with High Net Worth/Ultra High Net Worth clients in a range of fields from entertainment and sport to medicine and banking. Away from the office I am a keen traveller and cook and in particular a lover of all things Italian.

3 February 2023 No Comments

Nick Rudd CFP Chartered MCSI

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

3 February 2023 No Comments

Paul Addison DipPFS

Who do I work with? I work with private clients and their families, providing investment advice in relation to their investment, pension and family trust portfolios. I also advise on tax mitigation and estate planning. About me I provide a wealth management service to high net worth individuals and their families with investable capital of at least £1,000,000. Through a very personal and tailored approach, I help my clients fulfill their financial aspirations in regard to their own needs and the needs of their family. I have many client relationships going back over 25 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling. I am supported by a very efficient and highly trained team who provide administrative and technical support. This support enables me to concentrate on providing a very personal and face to face service to my clients. Assisted by both our in-house investment

3 February 2023 No Comments

Paul Short Chartered FCSI

Who do I work with? I predominantly advise legal professionals – High Court Judges, Silks and Partners in the leading law firms but I also advise several entrepreneurs. About me? I joined Nat West Group in 1978, moved “in group” to Coutts in 1996 and after all banks opted to provide advice tied to their own products, I joined HFMC Wealth in 2021 to ensure that my clients receive independent and totally impartial advice. Away from the office I enjoy music, football, travelling but most importantly of all – my family and it’s four generations.

3 February 2023 No Comments

Phil Patient FPFS

Who do I work with? I am privileged to work with clients I respect and admire; creating smart solutions for them and helping them mould their wealth to their lives, sharing their amazing life journeys along the way. I specialise in cash flow planning, asset structuring, pension transfers along with the technicalities of estate and succession planning. I have been recognised and recommended in the Spears 500 guide for Ultra High Net Worth individuals. Spears is known as the “Michelin guide of Wealth”. About me I am married with two children, having met my wife overseas whilst living in Japan. I love great wine, fantastic food and enjoy watching rugby and playing tennis. I am straight talking, and am inspired to help people use their wealth to be good to themselves and compassionate to others. I volunteer with the Personal Finance Society to help educate young children about finance and

3 February 2023 No Comments

Sebastian Gladwish DipPFS

Who do I work with? My clients are diverse and range from young professionals, to those looking to manage their wealth for retirement. There are also those clients who have experienced various life events, such as divorce or a death in the family, which of course can be overwhelming for the individuals and significantly affect their financial plans. About me? My belief was I shouldn’t go to university unless I knew exactly what I want to do for my career and it required a degree as I was eager to begin adult life and didn’t want the added student tax burden. Therefore, I finished college in 2010 and started work in hospitality to get me going whilst I worked out what I really wanted to do for the rest of my life! After buying my first property three years later, I had realised my passion for personal finance should be

3 February 2023 No Comments

Simon Kelly FPFS

Who do I work with? Focussing on holistic advice to high net worth individuals to help you and your family reach lifetime goals; encouraging engagement and implementing sound achievable financial plans that best make use of the tax and investment avenues available to you. It all starts with you and what do you want? About me? After Physics with Space Science at Uni I joined a pension company. They gave me a project that turned into a department and a team of 6 to run and were really supportive. Then I passed the financial advisor exams and moved to London with my wife to start as an Advisor in 2000. That new company encouraged me for 6 great years and I realised how lucky I was to get 2 brilliant bosses on the run. And then a third fabulous boss when I joined HFMC Wealth back in 2006; despite telling

3 February 2023 No Comments

Tom Hopson FPFS

Who do I work with? I work with a wide variety of people and families, all of whom are connected by a common thread of wanting to take control of their financial lives by reaching financial independence. Whether that be a young family wanting to protect and build their financial future, those approaching retirement and even those in the later stages of their life needing care. It is sometimes all too easy to get lost in the technical nature of finance, whether it be minimising tax, getting the best investment return or just understanding what a pension actually is! I work with my clients to take things back to basics, focusing on what is important in their lives and using that as the guiding compass for creating a financial strategy with the sole aim of helping them achieve the things that mean the most to them. My relationships involve an

3 February 2023 No Comments

Gina Garman-Jarratt

Who do I work with? With many years of experience in international financial planning, clients who seek my advice are typically non domiciled or have an international dimension to their lives. I provide private clients and families with a framework for their wealth that is portable and tax efficient across jurisdictions. In addition to providing long-term wealth management solutions, I have an expertise in international pension plans. About me Many years of working in international private banking has provided a solid base for my knowledge of residency and domicile, offshore pensions, trusts and estate planning. Collaborating with leading international tax lawyers enables me to coordinate my advice with legal and tax considerations in different jurisdictions. I have been fortunate to have the opportunity to contribute to the success of HFMC Wealth’s International proposition and while knowledge and experience have provided a necessary foundation for this, I believe that getting to

3 February 2023 No Comments

INSIGHTS

Luis Amato APFS

Marc Shackman

Nick Rudd CFP Chartered MCSI

Paul Addison DipPFS

Paul Short Chartered FCSI

Phil Patient FPFS

Sebastian Gladwish DipPFS

Simon Kelly FPFS

Tom Hopson FPFS

Gina Garman-Jarratt

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