HFMC Wealth Ltd provides advice for high-net-worth individuals and businesses seeking to achieve their financial objectives. It prides itself on delivering the three T’s: trust transparency, and tailored advice. The company understands that trust is an essential ingredient in effective communication as it is the founding principle that holds together all relationships. Moreover, HFMC is an award-winning Chartered Financial Planning firm. Only 15% of UK financial planning firms hold this coveted accreditation, and of the adviser firms that are Chartered, only 26 firms have over 50 staff.
HFMC is transparent in every way, from how it charges, its planning process, and how it invests its clients’ wealth. However, each client’s circumstances require tailored solutions, and HMFC continually looks for innovative ways to enhance its integrated wealth planning and asset management services. For the company, being creative is vital.
The firm’s origins date to the mid-1980s, when its founder Jeremy Hoyland, had a simple vision of providing comprehensive financial planning for individual families. He described in his 1992 journal as ‘building the highest quality financial management business in the country. He went on to write that ‘it would focus on total client care, objectivity and independence, continual monitoring of all assets and be at the forefront of product development.’
Today it offers a comprehensive and holistic financial planning service, including the use of lifetime cash flows, careful, responsible tax planning and tailored asset management, available both onshore and offshore, held in Stirling and several foreign currencies.