Lisa Ollerenshaw's Colleagues at HFMC Wealth
Lisa Ollerenshaw's Contact Details
N/A
HFMC Wealth
Lisa Ollerenshaw's Company Details
HFMC Wealth specialises in delivering financial planning and wealth management advice. We take a highly personal approach to advice and conduct each client relationship as a partnership, with client goals and aspirations at the centre of every financial plan created. We are advocates of the use of cash flow planning, to bring planning risks and opportunities to life for clients in a clear and engaging manner. This allows us to provide our clients with the most appropriate solutions to meet their objectives.In general, we provide reliable and expert advice for individuals and businesses seeking to achieve five principal financial objectives:• To co-ordinate and organise their financial affairs, acting as their Personal Finance Director• To build and preserve their capital• To manage their cash and borrowings• To protect them and their family against financial risk• To manage their businesses more effectivelyWe are a company that understands that everybody's needs and objectives are different. Our clients are predominantly professionals, affluent individuals, trustees, business owners and entrepreneurs. They are frequently time poor and are seeking financial planning and investment management advice. They may be looking for advice, or are simply trying to simplify their affairs by delegating to trusted advisers. We act for over 1,000 individuals, families, businesses and trusts.We have been awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute demonstrating our commitment to the highest degree of technical knowledge, capability and ethical practice.We additionally deliver investment services, as required, on both an advisory and a discretionary basis. We are able to provide both onshore and offshore custody of assets to our clients recognising that high net worth clients are increasingly living their lives in more than one jurisdiction.