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 [...]
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!
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We are pleased to announce that we have been ranked in the FTAdvisers Top 100 Financial Advisers 2022 for the fourth year running!
HFMC Wealth are proud to announce that we have been recognised in NMA’s Top 100 Adviser for 2022 once again!
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Spring Statement 2022
HFMC Wealth are proud to announce we are Southern Enterprise Awards winners 2021 for “Best High Net Worth Wealth Planners 2021 – South East England
We are proud to announce that we are, for the third year in a row, ranked in the FTAdviser.com’s Top 100 Financial Advisers 2021
HFMC Wealth are proud to once again be recognised in NMA’s Top 100 Adviser for 2021