HFMC Wealth completes acquisition

HFMC Wealth completes acquisition HFMC Wealth has acquired R&S Financial Planning Ltd in a deal which further strengthens its London office. The transaction, which completed on 16th January 2023, sees all R&S Financial Planning client-facing staff retained. Vince Lane continues to oversee his key client relationships. The team will be strengthened further with Darren Berry joining the team on a full time basis.  Darren has previously looked after private clients at UBS and holds the Chartered Financial Planner status, is a designated Trust and Estate Practitioner through STEP and is a Fellow of the Personal Finance Society. R&S advises over 100 families, many of whom have been clients for decades and, in some cases, over multiple generations. The deal will add to HFMC Wealth around £630,000 of annual recurring revenue and assets under advice of £145m. The average client size is £1.2m, which marries perfectly with HFMC Wealth’s High Net Worth proposition. Commenting on the transaction, R&S owner and director, Vince Lane said: “We have felt for some time that joining a larger firm would be the best way to deliver the wider range of services we wish to provide our clients, whilst also providing a controlled succession to my [...]

By |2023-01-17T09:38:10+00:00January 17th, 2023|Insights, News|0 Comments

Best High Net Worth Wealth Planners & Investment Management firm

We are pleased to announce we have been recognised by SME News as Best High Net Worth Wealth Planners & Investment Management firm in the Southern Enterprise Awards 2022!

By |2022-12-01T16:08:13+00:00November 30th, 2022|Insights|Comments Off on Best High Net Worth Wealth Planners & Investment Management firm

Your autumn statement update, and what it means for you

After the recent political and economic turmoil, Jeremy Hunt has delivered the government’s autumn statement. Here are the key points and what they mean for you.

By |2022-11-17T15:04:19+00:00November 17th, 2022|Insights|Comments Off on Your autumn statement update, and what it means for you

Everything you need to know about the new government’s “mini-Budget”

With a new prime minister having taken office earlier this month, the government has begun to announce its plans for stimulating the UK economy during the cost of living crisis.

By |2022-09-23T12:45:44+01:00September 23rd, 2022|Insights|Comments Off on Everything you need to know about the new government’s “mini-Budget”

Best High Net Worth Wealth Planners 2021 – South East England

HFMC Wealth are proud to announce we are Southern Enterprise Awards winners 2021 for “Best High Net Worth Wealth Planners 2021 – South East England

By |2021-11-29T23:03:48+00:00November 29th, 2021|Insights|Comments Off on Best High Net Worth Wealth Planners 2021 – South East England