London City Office
WEYBRIDGE OFFICE
HFMC House
New Road, Weybridge
Surrey KT13 9BW
t: + 44 1932 870000
Corporate Social Responsibility
OTHER HFMC SERVICES
You’ve spent years building something meaningful. Now, retirement is approaching and you want to ensure your clients continue receiving exceptional care. Or maybe the burden of running a firm is taking time away from actually advising clients. Perhaps you’re just looking to dovetail a financial exit with a platform that can take your practice further, without losing what makes it special.
At HFMC, we understand selling your advice business isn’t just a financial transaction. It’s about legacy, responsibility, and doing right by the people who’ve trusted you. That’s why advisers choose us for succession planning. Here, it’s about making sure there’s an ongoing duty of care, and ensuring everyone involved comes out better off, especially your clients.
You can register your interest in selling your business to us by sending a short covering email to careers@hfmcwealth.com. We look forward to hearing from you.
Your personal information is very important to us. Please see our Privacy Notice for full details of how we use personal data during the recruitment process. By submitting your details for this role, you are consenting to us using your information for this purpose.
Since 1986 HFMC Wealth has been built on relationships and trust. For over forty years the business has been owned by family and staff, and this long-term stewardship has embedded a culture and set of values that are critical to our success.
We focus on what actually matters: preserving the relationships you’ve built, the culture you’ve created, and the client service standards you’ve worked so hard to establish. We don’t push rapid integration, and won’t set targets related to assets. Our approach is gentle “grandfathering” where appropriate, minimal client disruption, and preserving front office relationships as much as possible.
Our average lead adviser tenure is 15 years. In a sector where people regularly move on, our advisers stay because they’re genuinely valued, supported, and given real autonomy. We’ve been named Best Financial Adviser to Work For, and we think that’s because we’ve created an environment where talented people thrive.
As a STEP Platinum Employer Partner with genuine career development opportunities, your staff won’t be looking for the door – they’ll be building long-term careers. That means continuity for your clients and peace of mind for you.
Whether you have a successor already identified or you’re planning to sell up with no obvious heir apparent, we’ll work with you to find a solution that meets your goals. Some advisers want a clean exit. Others want to continue working with favourite clients for several more years or even into the long-term. Some need us to help identify and train a successor. All of these scenarios are ones we’ve dealt with, typically using share purchase rather than asset purchase for better long-term alignment.
And we’re happy to introduce you to our previous acquisitions, so you can hear their experience directly.
Through us, they’ll have access to HFMC’s comprehensive “circle of services”. This family office-style offering includes bespoke wealth planning; tailored asset management with complete investment independence; tax and estate planning expertise; and modern technology with integrated client portals.
Most importantly, they’ll continue working with advisers who understand them. As a planning-led and client-centric business, we focus on relationships over growth metrics.
Your employees will enjoy genuine development pathways that a smaller firm can’t often offer. This includes professional qualification support, modern technology, and excellent resources.
They’ll also have access to specialist expertise across our circle of services, and a culture based on independence, planning excellence, and putting clients first.
Expect competitive, transparent compensation that reflects the value of what you’ve built. You’ll have flexible exit options – whether you want to stay involved for many years or exit within a few years – the key here is succession planning. There’ll be no more burden of regulation, technology, and HR. And you’ll get revenue-linked, bespoke compensation structures with buy-out mechanisms tailored to your situation.
Most of all, you’ll get the confidence that your team will thrive and your clients will continue receiving the care they deserve.
It’s never too early to think about succession planning. The advisers who plan ahead achieve greater peace of mind, better outcomes for their clients and team, and typically more favourable commercial terms. Protect your firm, your family, and your legacy by starting the conversation now.
Our team will sit down with you, virtually or in person, to go over your progress, your plans, and your priorities. Whether you have a successor already in your business or are exploring options, we’ll work with you to find a solution. This could include staying on as lead adviser for the medium to long term if that suits your circumstances. No two situations are identical, so we adapt to yours.
Between our leadership team and our professional partners, we have deep knowledge of the legal, financial, and regulatory work that needs to be done. Whether it’s training your successor, helping you identify suitable candidates from within HFMC, or supporting the transitioning of clients over an extended timeframe, we’ll help you every step of the way.
As a family and employee-owned wealth management firm, we’re a small to mid-size business growing at a controlled, steady, and mature rate with a focus on successful integration. We genuinely care about doing things properly – for clients, for advisers, and for the long term.
If you’re thinking about the future, let’s have a conversation. No pressure, no obligation – just an honest discussion about what’s possible.
HFMC House
New Road, Weybridge
Surrey KT13 9BW
t: + 44 1932 870000