"In these difficult economic conditions it is important that individuals make the right choices for their family's future. At H S C we are proud of our long-standing relationships with our customers who continue to seek our advice on their long-term investments."
Howard Coleman Dip PFS
Managing Director
We were established in 1970 and have traded within the Wimbledon area since our inception. Our founder Howard Coleman has over 40 years experience, advising clients on all aspects of Financial Planning. During this time we have built up a loyal customer base, as unlike non-independent advisers, we are able to advise on a range of products from the whole market that can be tailored to our client's individual needs. Our lifetime relationships with our clients have been built around three main ingredients: honesty, integrity and trust, which are key to our business.
We operate on both a fee and commission structure, all of which are agreed with the client from the outset. Before any advice is given, a comprehensive analysis of the client's current situation is undertaken, looking at each of their long-term goals and objectives. Our Financial advisers set out the options available taking into consideration any personal circumstances before any recommendations can be made. The client's attitude to risk is key, as this will affect the choice of investment.
Treating Customers Fairly (which is a primary requirement of the Financial Services Authority) (FSA) is central to our business. As a company we have clear procedures in place to meet these requirements. We ensure that information is clearly available to the customer before any decisions are made or any products purchased.
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Howard Coleman - Dip PFS - Managing Director Howard established the business over 40 years ago having spent most of his career within the Insurance Sector. As a qualified Financial Adviser, Howard has vast experience, most notably advising clients on Wealth preservation, Pensions and all other forms of Life Insurance. |
Jonathan Sidlin - Client Services Manager Jonathan is the newest member to the team at HSC. He joins following a career as an Account Manager within a leading Digital Marketing company. Whilst training as an IFA Jonathan will be assisting the team within the Commercial and Investment side of the business as well as Managing new and existing clients. Away from the office Jonathan enjoys playing Football and Golf and has recently taken up cycling. |
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Ron Opreshko - General insurance Manager Ron has worked at H S Coleman for over 20 years managing the Motor and Commercial side of the business. A friendly face within the office, Ron looks after our loyal clients, regularly going the extra mile to provide competitive insurance premiums. Born in Swansea, Ron is a fan of Swansea City and has interests in current affairs and sport |
Mary Ward - Commercial Risk Manager Mary, like Ron has been with the business for over 20 years and Manages our Commercial clients. Mary looks after the Annual Renewals, ensuring that our clients get the best possible rate of premium across the market. Married with 2 children, Mary is a keen walker and enjoys reading in her spare time. |