Steve Jerome DipPFS

Steve Jerome DipPFS

Private Client Director

Who do I work with?

My typical clients run their own businesses or are in a senior employed position, approaching or in retirement.

A good ‘fit’ is someone who is looking for advice on how to identify, achieve and maintain their desired lifestyle, without the fear of ever running out of money. They will generally have investable assets of at least £300,000.

I provide a long-term, holistic financial planning service to my clients. This focuses on them and their objectives for the rest of their lives. As a consequence, my service is not for those seeking a product-orientated or ‘transactional’ relationship.

I enjoy taking the time to get to know someone, to really understand them, their aims and objectives before we start talking about what solutions might be appropriate. It’s because of this approach that my clients trust me and have stayed with me for many years.

It’s very much a collaborative effort. I work together in partnership with my clients and the relationship works best when the client is prepared to really engage with the financial planning process together with me.

About me:

I started my advisory career with Legal & General in 1988 and then moved to a firm of Independent Financial Advisers in High Wycombe in 1990, before starting with HFMC Wealth in 1995. I am proud to be one of the founding Advisers at HFMCW and the last 3 decades years has flown by!

Away from the office, I have a keen interest in aviation and enjoy walking my 2 dogs in beautiful West Sussex. My children and Grandchildren also keep me very occupied!

Contact Info

Location Home Counties
Specialisms Holistic Wealth Planning, Cashflow Planning & Modelling, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4)
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