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About HFMC Press Team

Headed by CEO Jeremy Hoyland, HFMC Wealth is a privately owned and independent financial services/financial planning company with offices in central London and Weybridge, Surrey. The company works with financially successful people and their families to bring direction, focus and efficiency to their financial world, freeing up their valuable time. Client care is at the heart of the business; each client is supported by a dedicated team backed up by expert divisions including tax, employee benefits, specialist investment management and private finance. HFMC Wealth actively supports the PFS and all team members in attaining their Chartered and Fellowship status

The budget pension allowance changes you need to know about

In recent months, the issue of the pensions Tapered Annual Allowance has never been far from the headlines. As senior NHS staff cut hours and refused additional shifts in order to avoid a significant tax bill, the government announced an urgent review into the issue in late 2019. During his Budget speech on 11 March 2020, the Chancellor announced the results of that review, and the changes that will be made for the 2020/21 tax year. Of course, it hasn’t just been NHS staff that have been impacted by the taper, so here’s your summary of the changes. Increases in the thresholds that determine the taper During his Budget speech, Rishi Sunak announced that, from 6 April 2020, there will be an increase in the two thresholds that determine whether you are affected by the taper of the annual pension savings allowance, and by how much. These changes will affect both individuals and employers. The rules are complicated so here’s a look at who these changes will impact – both positively and negatively. The current position for individuals In the 2019/20 tax year, if your ‘threshold income’ (broadly, all income including investment income, less certain deductions) is less than [...]

By |2020-04-06T15:44:01+01:00March 17th, 2020|Insights|Comments Off on The budget pension allowance changes you need to know about

Ranked 21 in Top 100 Financial Advisers (UK) by FT

At a time when headlines about Brexit and a Tweet from US President Donald Trump can move markets, savers want to be certain their money is being managed by the best people. FTAdviser’s 2019 Top 100 Financial Advisers list uses quantifiable and objective data to provides a snapshot of the very best intermediaries working in the UK today. The 2019 list of the UK’s top 100 financial advisers list ranks firms by looking at factors that are key to investors seeking the best person to assist them with their finances. These awards are judged by a range of factors, not just how much new investment the advice firm has brought in. We are proud and delighted to be chosen to be 21st in this elite group.

By |2020-04-06T15:31:56+01:00November 7th, 2019|Press, Awards|Comments Off on Ranked 21 in Top 100 Financial Advisers (UK) by FT

Supporting industry initiatives

The profession is still set up to talk to older generations of clients, something Phil Patient, group chief operating officer and private client wealth specialist at HFMC Wealth, said is acting as a barrier to younger people engaging with advice.

By |2019-09-04T08:35:20+01:00September 4th, 2019|Charity and community|Comments Off on Supporting industry initiatives