Awards Archives - HFMC Wealth

Winners of Best Financial Adviser 2026 – Southeast Region by Citywire New Model Adviser

Tue, 07 Apr 2026 07:45:32 +0000

We’re delighted to announce that HFMC Wealth have been recognised by the Citywire New Model Adviser Awards 2026, winning the Southeast Regional Best Adviser Award!

The award is independently judged by a team of experts in the profession based on strict criteria and provides huge validation of the hard work of everyone in our business. Judges look for adviser firms that deliver high professional and ethical standards, offer exceptional service, and push financial services forward through innovation, staff recruitment and development practices, and an ongoing commitment to elevating the profession as a whole.

Our goal at HFMC Wealth is to become the home for Chartered Financial Planners – the gold standard of our profession – helping high net worth clients and companies. That means reaching and then maintaining the highest possible professional standards.

It also means allowing our Chartered Financial Planners to lead the client relationship, giving them the autonomy they need to deliver the tailored approach that works best for you as their client. At HFMC Wealth, we put our advisers first, giving them time and space to put you first.

This approach is made possible by the commitment of our Chartered Financial Planners and the wider HFMC Wealth team, and the care they bring to supporting clients.

We’re proud of this recognition, which reflects that dedication and our ongoing focus on maintaining the highest professional standards.

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James Tuson Recognised in Investment Week’s Leaders List 2026

Fri, 27 Mar 2026 09:14:03 +0000

HFMC Wealth is proud to share that James Tuson, Chief Investment Officer at HFMC Wealth, has been named in Investment Week’s Leaders List 2026, an industry accolade that recognises the contribution of senior fund selection and investment research leaders, in association with Artemis.

The Leaders List celebrates individuals holding senior UK roles in fund selection and research who are making a meaningful impact on investment outcomes, governance and the evolution of the investment profession. Importantly, the list is not ranked; inclusion reflects peer recognised leadership and influence during a period of significant change across markets and regulation.

Investment leadership that matters to clients

As Chief Investment Officer of HFMC Wealth, James is responsible for the firm’s investment management proposition and chairs the HFMC Group Investment Committee, overseeing investment governance and portfolio construction across client mandates. His inclusion in the Leaders List reflects the depth of experience and judgement required to lead investment decision making through complex and often volatile market conditions.

For high net worth clients, this type of leadership is particularly important. Robust fund selection, disciplined portfolio construction and strong governance are critical in delivering prudent, risk adjusted returns that remain aligned to clearly defined investment mandates. While markets inevitably fluctuate, experienced investment oversight helps ensure portfolios remain focused on long term objectives rather than short term noise.

Supporting consistent, mandate led outcomes

At HFMC Wealth, investment strategy is designed to support client outcomes by combining risk awareness, diversification and ongoing review within a clear governance framework. James’s role as CIO and investment committee chair places him at the centre of this process, helping ensure portfolios are constructed and managed in a way that seeks to meet – and, where possible, exceed – the performance objectives set for clients, without losing sight of risk.

Recognition by Investment Week reinforces the importance of experienced fund selection leadership in delivering investment propositions that clients can rely on through different market cycles.

You can view James Tuson’s Investment Week Leaders List 2026 profile here:
Investment Week – James Tuson

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Recognition for Citywire’s New Model Adviser list of Top 100 financial planning firms 2025

Tue, 25 Nov 2025 10:11:17 +0000

We’re delighted to have been selected again for Citywire’s New Model Adviser list of Top 100 financial planning firms 2025, and to see that our continued commitment to delivering a strong personal service resonated with the judges. Below is the introduction from NMA and their summary of why we were selected.

THIS ARTICLE WAS ORIGINALLY PUBLISHED BY NEW MODEL ADVISER ON 10TH NOVEMBER 2025

by Jack Gilbert, New Model Adviser Editor

It is my pleasure to introduce Citywire New Model Adviser’s Top 100 firms for 2025.

Every year we have some quality businesses apply but this year the bar seemed much higher.

From adviser qualifications to charity work, it was wonderful to see developments at a truly fantastic set of firms. Technology was a big theme in 2025, with so many advice firms improving their tech stack and many adopting AI.

Our list is not the be-all and end-all; some firms don’t apply, while others just missed out.
However, using metrics designed by AKG, we have looked at a snapshot of the value firms offer their clients to select 100 of the best firms in the country.

HFMC Wealth, Weybridge

Ross Ibbotson, CEO

With more than £2bn in assets under management spread over 1,755 clients, the HFMC Wealth team of 37 advisers, overseen by the chief executive, Ross Ibbotson, have their hands full. Steps, however, have been taken to improve both employee and client experiences.

File checking has been outsourced, a move the firm says will improve standards for clients by providing clearer letters and communications, a legacy of consumer duty.

Keen to provide for the community in whatever ways it can, HFMC completed the Three Peaks Challenge in aid of Ray of Sunshine, a charity for seriously ill children. It also rebuilt the house of a local disabled child.

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HFMC Wealth Clients Benefit from Continued Investment Excellence as James Tuson Named in Citywire Top 100

Mon, 27 Oct 2025 08:16:23 +0000

HFMC Asset Management’s Investment Director, James Tuson, has once again been named in the prestigious Citywire Top 100 Wealth ManagerLists. This marks another milestone in a year of exceptional achievements for HFMC Asset Management, including a nomination for Best Mid-Sized Fund at the Citywire Wealth Management Awards [citywire.com] and now surpassing £1.1 billion in assets under management having broken the £1billion earlier this year.

James leads a high-performing investment team and chairs the HFMC Group Investment Committee, which oversees the governance of the firm’s investment strategies. His continued recognition reflects the strength and consistency of HFMC Asset Management’s approach, particularly through its Quadrant model portfolios—available exclusively via HFMC Wealth advisers.

For clients, this means access to portfolios managed by one of the UK’s most respected fund selectors, backed by a team that blends deep research, disciplined risk management, and a commitment to long-term performance. The Quadrant portfolios, now in their 15th year, continue to deliver robust, diversified solutions tailored to a wide range of client needs. [hfmcam.com]

We extend our sincere thanks to James and the entire HFMC Investment Committee for their dedication and expertise. Their work ensures that HFMC Wealth clients benefit not only from strong investment performance but also from a culture of excellence and integrity.

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HFMC named High Net Worth Planning & Investment Management Firm of the Year 2025 and wins Client Service Excellence Award 2025 at the Southern Enterprise Awards

Mon, 06 Oct 2025 07:10:12 +0000

London & Surrey, October 2025 — HFMC is delighted to announce dual recognition at this year’s Southern Enterprise Awards:

High Net Worth Planning & Investment Management Firm of the Year 2025
Client Service Excellence Award 2025

These accolades recognise HFMC’s commitment to planning‑led wealth management, institutional‑grade investment capability, and an unwavering focus on exceptional client service for High Net Worth (HNW) individuals and families.

About the programme: The Southern Enterprise Awards, run by SME News, celebrate leading firms across the South of England that set the standard for innovation, service and outcomes. Now in its eighth year, the programme shines a spotlight on organisations that fuel the region’s economic and social dynamism.

Why this matters for High Net Worth individuals and families

Confidence in outcomes: Independent recognition of our advisory standards and investment management provides added assurance that your long‑term goals—family security, intergenerational planning, philanthropy and business liquidity—are in expert hands.
Service that travels with you: The Client Service Excellence citation affirms our “high‑touch, high‑tech” model—combining personal adviser relationships with secure digital engagement.
A proven track record: HFMC has been regularly recognised for excellence—recently as a Best Financial Adviser to Work For 2025 and as a STEP Platinum Employer, underscoring deep technical capability in trusts, estates and complex planning.

Why this matters for High Net Worth advisers considering HFMC

A platform built for great advice: We invest in tools, data and operating discipline so advisers can spend more time in front of clients and less time on admin—supported by secure client portals and integrated workflows.
A people‑first, performance culture: Our culture and EDI commitments (including accreditation through Diversiti UK) create an environment where top advisers and their teams can do their best work for clients.
Consistent recognition over time: HFMC’s history of awards—including Southern Enterprise Awards recognition in 2022 and subsequent successes—reflects a sustained standard rather than a one‑off peak.
A compelling home for growth: Our planning‑led wealth management proposition is partnered with discretionary investment options (including HFMC Asset Management’s Quadrant model portfolio suite and other external Discretionary managers), creating a coherent, scalable offering for HNW clients.

A word of thanks 

To our clients: thank you for your trust. To our colleagues and partners: thank you for your passion and professionalism. These awards reflect our shared commitment to delivering clarity, confidence and long‑term value.

Thinking about your next step?

HNW individuals and families: Contact us to explore how our planning‑led approach can support your goals.
Advisers and teams: If you’re exploring a new platform to help serve your clients and advance your career, we’d welcome a confidential conversation.

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FT Adviser Top 20 and Top 100 win

Fri, 26 Sep 2025 07:30:47 +0000

HFMC Wealth has been listed for the 2nd consecutive year in the Top 20 and for the 7th year in the FT Top 100 Financial advisers list recognising the best advisory firms across the UK.

We are extremely proud to have been ranked as one of the Top 20 Financial Adviser Firms 2025 in the country by FT Adviser, we could not be prouder of our colleagues for their teamwork and their dedication to our clients that has made this possible.

To find out why HFMC Wealth are an award-winning adviser please read through our website and our testimonials sharing their experiences working with us.

Better still book a free initial consultation with an HFMC Adviser.

Arrange an initial consultation

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Best Financial Advisers to Work For in 2025

Mon, 15 Sep 2025 12:06:13 +0000

Professional Adviser commissioned research from Best Companies Group to find out which financial advisers in the UK with 15 or more full-time staff are the best to work for. The top companies were celebrated at the Professional Adviser Awards 2025 earlier this year. HFMC Wealth enters the awards every other year and has been previously recognised as a winner in 2023, 2021 and 2019 showing incredible consistency. Further details about the awards and winners can be found at The 20 Best Financial Advisers to Work For in 2025.

Twenty firms made the grade in 2025, based not just on employer feedback, but even more importantly on responses from their employees which is delivered on an anonymous basis.

Professional Adviser recognises that it is important to know if employees feel connected to their organisation, if they were willing to go the extra mile, and if they enjoyed coming to work most days.
Most research suggests that only about 40% of employees can say “yes” to these questions. In contrast, 91% of the Best Financial Adviser Firm to work for staff were engaged. For HFMC Wealth there was an engagement score of an incredible 97% in the Employee Survey.

The results reveal what makes a great financial advice employer and shine a light on areas that other firms could look to improve on.

For instance, 80% of the best employers conduct employee performance reviews at least twice a year, with half of these doing them even more frequently.

Only a third of other firms that put themselves forwards carried these out twice a year, with the remaining two thirds doing them just once annually. HFMC listens to its staff at at least a quarterly interval!

Training and development were also key differentiators. Some 87% of employees at the top-ranked firms said they had sufficient training opportunities to develop in their careers on average, compared to 77% at companies that didn’t make the cut. At HFMC the score was an impressive 93% in 2025 reflecting an uplift from the prior years results where the score was in the 80s.

Most (85%) of the top firms offer an employee assistance programme making counselling available to staff versus just 50% of other firms. HFMC provides an employee assistance programme, and has just enhanced its employee benefits further with improvements to maternity, paternity and adoption leave.
Firms that have made the grade serve as shining examples to the rest of the profession on how to attract, and perhaps even more crucially retain, staff. We are so proud to e recognised yet again as one of these firms.

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🎉 Quadrant Turns 15 – Our Proud Parent Moment

Mon, 15 Sep 2025 08:41:57 +0000

Earlier this month, “Quadrant” – HFMC Asset Management’s discretionary management service – reached its fifteenth birthday.

Like any proud parent, we’re beaming from ear to ear. And, just like a teenager clutching a clutch of shiny GCSE results, HFMC Asset Management has so much to shout about for our clients.

2025 has already been a record year:

Surpassed £1 billion AUM for our clients
HFMCAM has been shortlisted for Best Medium Firm in the Citywire Wealth Manager Investment Awards 2025, recognised as a firm that has delivered in the volatile conditions of the last three years.

In today’s crowded investment world, making it to 15 years is an achievement in itself. With many funds launched in 2010 no longer around, we’re especially proud that Quadrant hasn’t just survived but thrived — exclusively delivering consistent, risk-adjusted returns for the clients of HFMC Wealth.

We never asked HFMC Asset Management to win awards, but recognition for their investment performance (and even for their newsletter!) is a welcome bonus. What matters most is helping our clients achieve their goals with a steady hand.

Why This Matters

For those unfamiliar, Quadrant is exclusively available to advisers of HFMC Wealth. In today’s crowded investment world, even making it to 15 is something to celebrate. The reality? Many investment offerings don’t survive that long. In fact, research suggests that only around half of UK retail funds launched in 2010 are still around today.

Quadrant has not only survived but flourished, delivering risk-adjusted returns strong enough to earn industry recognition.

What Makes Quadrant Special?

Its focus has always been on:

Consistency of return.
Reducing volatility.
Helping our clients achieve their long-term goals through thoughtful, risk-adjusted portfolio management.

Looking Ahead

As we polish the trophy cabinet and cut the birthday cake, we’re also looking forward. If this is what 15 looks like for HFMC Asset Management, imagine what the big Two-O might bring.

So here’s to Quadrant – the teenager who’s already grown into a responsible, high-achieving young adult.
And here’s to our own clients, who continue to trust us every day and who entrusted HFMC Asset Management with over £1 billion of their hard-earned wealth. Without you, there’d be no story to tell.

The proud-parent gush is over… for now.

Here’s to the next chapter.

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HFMC Wealth is proud to be recognised as a STEP Platinum Employer! 🏆🎉

Tue, 01 Apr 2025 10:40:20 +0000

This accreditation isn’t just an achievement—it’s a testament to our dedication to excellence in wealth, trust, and estate planning.

The STEP Employer Partner Programme is the only scheme of its kind in the trusts and estates industry, offering unparalleled support for our team’s professional development. This means:

Rigorous Standards & Accreditation – Our learning and development are benchmarked against the highest professional standards, ensuring that clients receive the best possible advice.

Future-Proofed Expertise – With estate planning becoming ever more complex, we ensure our advisers stay ahead of regulatory changes and evolving client needs.

Unmatched Professionalism – STEP Platinum status signifies a culture of excellence, ethical practice, and ongoing education—giving clients the confidence that their wealth is in expert hands.

Why should you work with HFMC Wealth?
Collaboration with a Trusted Partner – Our STEP accreditation assures clients and professional partners that they’re working with specialists who meet the most rigorous industry benchmarks.

Enhanced Client Outcomes – A deeper technical understanding of trusts, estates, and intergenerational wealth means we can navigate complex financial structures effectively.

Competitive Edge – Unlike firms without STEP Platinum recognition, HFMC Wealth’s commitment to ongoing professional development ensures we offer forward-thinking, high-quality advice, benefiting both our clients and our professional connections.

At HFMC Wealth, we don’t just manage wealth—we help clients and professional partners create lasting legacies with confidence.

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HFMC Wealth: A Best Financial Adviser to Work For in 2025

Tue, 25 Mar 2025 10:23:48 +0000

Award-Winning Excellence: What It Means for You

At HFMC Wealth, we believe that exceptional financial advice starts with an exceptional team. That’s why we’re proud to announce that we’ve been named a Best Financial Adviser to Work For in 2025 by Professional Adviser — a prestigious recognition of our commitment to excellence, client service, and a thriving workplace culture.

This award isn’t just about us—it’s about what it means for our clients, our future partners, and advisers looking to join a firm that truly values its people.

For Our Clients: Stability, Trust & Long-Term Partnerships

What makes a great financial planning firm? It’s the people behind it.

At HFMC Wealth, our advisers stay with us for the long haul, with an average tenure of over 10 years. That means you don’t just get expert advice—you get a trusted partner who’s with you every step of the way, through life’s biggest financial decisions.

Why This Matters to You:

Continuity & Trust – Work with an adviser who understands your goals, year after year.
Deep Expertise – Our long-standing team brings decades of combined experience.
Client-First Approach – A strong internal culture translates to better service and advice for you.

For Businesses & Advisers: A Firm Built for the Future

If you’re an adviser looking for a new home or a business seeking a strong partner, this award underscores what makes HFMC Wealth different.

We’re a forward-thinking, sustainable, and purpose-driven firm, where advisers thrive, teams collaborate, and success is built for the long term. Our independent research-backed recognition proves that we offer a workplace where talent grows, ideas flourish, and careers are built for the future.

Why HFMC Wealth?

A Culture of Excellence – A business that prioritizes both its clients and its people.
Growth & Innovation – A strong platform for ambitious advisers and firms.
Financial Strength & Independence – Stability that ensures long-term success.

Join a Multi-Award-Winning Firm

Whether you’re a client seeking trusted financial advice, an adviser looking for the right place to grow, or a business exploring new partnerships, HFMC Wealth offers something truly special.
Come experience what an award-winning, people-first financial firm can do for you.

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