HFMC is a boutique wealth planner, asset manager and employee benefits specialist
Staffed with some 105 individuals across 2 offices all expertly trained for the same mission:
To help you clearly understand your financial needs and aspirations, working with you towards achieving these over time.
“Managing your wealth together”
That’s why we invest heavily in developing our wealth planning expertise and resources:
Our aim is to achieve a prudent balance of investment performance through thinking long term, keeping it simple and aligning your desired investor outcomes with your risk/reward profile derived from our financial planning process.
That’s why we have cultivated links with expert lawyers, top accountants, international tax consultants, actuaries, private client insurers and the best of the City’s fund managers to provide you with access to all-inclusive wealth management:
Ours is a high touch approach to asset and wealth management where investment and planning are combined. We apply the same philosophy to our employee benefit services.
We can help optimise your entire financial universe, with our Private Office service, where:
We have worked hard to get where we are today. A great reputation, word of mouth referrals and the coveted Chartered firm status. These matter, because after over 30 years of serving our clients, we absolutely believe our own success follows only as a by-product of helping you successfully achieve your fundamental financial goals.
* Source New Model Advisor 2016
** Source Personal Finance Society 2017
*** 2016/2017 accounts
**** Asset Risk Consultants (“ARC”) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers