HFMC Wealth

Company profile

Having understood a client's priorities we help grow and preserve their wealth. We help educate, guide and inform the next generation to ensure that wealth may pass effectively from generation to generation.

We are expertly trained to provide a service that is focussed on achieving your goals, and that is independent, comprehensive and able to consider financial solutions from across the whole market.

We seek to simplify the lives of our clients. We organise and structure their financial world whilst accessing efficient portfolios and tailored investments using either in-house or external asset managers. From insurance solutions and mortgage services to tax and estate planning, our highly qualified, private client teams are able to help.

We are delighted to work alongside the best private client advisers to help co-ordinate our clients' affairs effectively and are pleased to see many of them here in the Spears 500 directory, providing our clients with access to holistic wealth management combining investment and planning.

We have earned the reputation we have today, by word of mouth referrals and having achieved corporate Chartered Financial Planning firm status. This status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism and capability, reinforcing the highest standards of professional practice on an ongoing basis.

HFMC Wealth has been repeatedly recognised, through multiple awards, as a premier UK wealth planning firm and adviser to the high net worth sector, including by the Financial Times and CityWire. We have again been recognised as Professional Adviser Best Financial Adviser to work for 2021, reflecting the way we look after and develop staff, which also benefits our clients as we are able to provide long-term relationships with our teams.