As part of her role, she looks after a large client bank with a particular focus on lifetime cash flow planning and investment management. She works with clients of all ages, focusing on clients with complex retirement and planning needs, and is the first point of contact for many new clients.

Within her Senior Management role, Louise is responsible for the ongoing compliance oversight of the business, supervision of advisory staff, and adherence with anti-money laundering regulations. She shares responsibility for the daily running of the business with the Operations Director.

She started her career in financial services in January 2001, having attained an LLB Honours law degree at Nottingham Trent University. After graduation Louise joined the founder of HC Wealth Management as a Paraplanner in the company he owned at that time. She worked closely with him to provide clients with strategic financial planning and investment advice within the context of the Financial Plan and gained many years’ experience in this area, and built relationships with many clients she works with today.

During her time with Thinc, which later became Bluefin, Louise’s role expanded considerably resulting in her role as Head of Professional Services within Wealth Management, where she had responsibility for an award-winning team of around 30 Paraplanner’ based in eight offices in England and Wales. Louise left in August 2010 to concentrate on the more client focused role and took on the responsibility of the day-to-day management of HC Wealth Management. Louise received the designation of Accredited Paraplanner in 2011 in recognition of the work she has done and support she has given to the Paraplanning profession.

At HC Wealth Management, Louise has helped bring everyone within the business to deliver a high-quality client service in lifetime cash flow modelling, financial planning and investment advice.

In recent years, as the business has evolved, Louise has been responsible for recruiting and working with the Operations Director to ensure that the business continues to be positioned for the future, following Directors and advisers retiring, whilst maintaining the high standards we value as a firm and our clients.

Outside of work Louise enjoys going to the gym, walking, reading and spending time with her family and friends.

She works closely with the Managing Director Louise, to ensure the smooth running of the business, covering all things ‘operations’ to ensure areas of the company operate efficiently and all employees are happy!

Chloe began her career in Financial Services with Lloyds Banking Group in 2012, where she quickly realised her passion for management. This led her to take on several managerial roles before joining Equiniti as Team Leader and later, Operations Manager. In these positions, she oversaw pension administration for multiple Defined Benefit schemes.

Chloe oversees the administration, and planning teams and works closely with all employees, focusing on upskilling them with a clear emphasis on succession planning. Her aim is to create a high-performing, sustainable team that can deliver exceptional service to clients, while encouraging personal and professional growth within the business.

She is as an Associate Member of the Chartered Institute of Personnel Development (CIPD) and has a keen interest in developing people and optimising team dynamics. Her curiosity about how people work drives her to identify and nurture the strengths of her team.

Outside of work, Chloe enjoys reformer Pilates, going on holiday , and keeping her Labrador, Charlie, entertained and out of mischief.

Having started his advising career in the City, Jon moved to the independent arm of Lloyds Bank, working primarily with Lloyds Private Banking and Lloyds Bank Commercial Service. He has a wide knowledge base with extensive experience of advising high net worth individuals as they seek to understand their wealth and what it means for them and their families.

After Lloyds, Jon moved to Fraser Smith and specialised in giving advice to clients of other professional firms including leading local solicitors and accountants. In 1998, in conjunction with one of those professional connections, Taylor Walton LLP, he formed and was Managing Director of Hart House Financial Planning. This successful company was then sold to Thinc in 2004, which after several mergers, subsequently became Towery (now Evelyn Partners) in 2013. Jon left Towry a year later and now enjoys working with ex-colleagues from this Thinc days at HC Wealth Management.

Jon has been advising many of his clients for several years and believes that advice is about an ongoing close relationship. His experiences have also taught him that ‘big is not beautiful’ as a large corporate culture often gets in the way of providing sound, flexible, efficient, and cost-effective Financial Planning on a personal basis that is client focused.

Outside of work, Jon is married with two grown up children who have now flown the nest. The family love Henry, their faithful Goldador. Jon enjoys playing gold and trying to maintain a single figure handicap as well as tending the garden. Unfortunately, he finds these activities tend to be mutually exclusive!

He entered financial services in 1981 and has been a Financial Planner since 1986. In 1990, he joined the Institute of Financial Planning and began using cash flow modelling with all clients from that time. Many of his clients have been with him for over twenty years.

While the majority of Martin’s work now involves planning at, or around, the point of retirement, he applies his skills to a wide range of financial situations: estate planning, business succession, higher rate tax planning, divorce, bereavement and, of course, planning for the good things in life, such as a holiday home purchase.

His approach to any situation remains rooted in the fundamental principles of financial planning – a thorough understanding of objectives and attitudes, and a plan of action designed to achieve those objectives in the most efficient way possible. Martin believes that the review process is key to the long term success of any financial plan.

Louisa graduated with a Master of Laws (LLM) in 2015 from the University of Sussex. She started her career in financial services shortly after this, working for a large pension provider. She soon realised that a role in Wealth Management appealed to her, and in 2016, started an administrative position within an independent advisory firm working with high net worth clients. Louisa quickly progressed into a Paraplanning role, working closely with Planners to provide technical support to clients in areas such as pensions and retirement, wealth preservation, tax planning, estate and inheritance planning and investing for children. Louisa is working towards becoming a Financial Planner and has recently achieved the Chartered and Financial Planner qualifications.

In her free time, Louisa keeps busy with many hobbies including cycling, attending concerts and travelling abroad. She also plays hockey for a local team.

After Aviva, Olly joined a local IFA in Surrey as an administrator where he developed his technical knowledge and attained his financial planning qualification whilst progressing into a paraplanning role. He enjoys seeing the value and peace of mind that financial planning adds to people’s lives, and looks forward to developing in his role and providing this for clients in future.

Away from the office Olly participates in lots of sports, such as cycling and tennis, though his main passion is for climbing. Where possible he loves spending time with his niece and nephews. He is also interested in vintage MG’s and going to see live jazz artist performances.

In 2018, she achieved her Diploma in Regulated Financial Planning.

Laura joined a large national Wealth Management firm, in 2019 where she worked for three years gaining further experience in a range of areas such as retirement planning, estate planning and cashflow planning.

Laura is now working towards her Advanced Diploma in Financial Planning.

In her spare time Laura is a bit of a true crime buff, in addition she enjoys crafting and attending live music events with her partner. She is also attempting to enjoy getting fit.

Previously, John worked for a Pension Consultancy firm who specialised in solutions for Pension schemes and their stakeholders. He quickly progressed to Senior Associate in a Projects Team who delivered specialised exercises on behalf of schemes who had knowledge or resource gaps in particular areas. In this role John gained exposure to financial planning through assisting a department that carried out transfer due diligence on behalf of scheme trustees.

He was drawn to wealth management as it joined up using research and problem solving, which he enjoyed while studying Economics and Politics at university. John is a member of the CISI and is working towards his Diploma.

In his spare time John enjoys staying active, reading, and visiting new places.

Outside work she enjoys arts/crafts, socialising and holidaying with friends and family.