HFMC provides wealth planning and investment management to both high net worth individuals and businesses. We are independent, allowing us to provide you with objective advice that is aligned to your best interests, delivered by teams steeped in financial services knowledge and experience.
We are passionate about building long-term relationships that are based on clear, accessible, regular and relevant advice having taken the time to first understand your aspirations. We advocate lifetime cash flow planning to help you understand how your money can be used to best meet your aims, and see whether you are able to take less risk, or need to take more risk, to achieve them. We then tailor solutions from the whole market to meet your needs having seen the whole financial picture. We have a collaborative, values-based approach with a track record of responsibly building and preserving wealth holistically. Our focus is on capital preservation and income, so that you can live comfortably today and protect your legacy for the future.
We have built our firm on integrity and trust, because doing what is right for you is best for our business. HFMC has been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice and a commitment to providing service and support of the highest quality. Our ongoing commitment means that we are accountable to our clients – we say what we do, and we do what we say.