At HFMC Wealth we often get asked by clients what the difference is between a Financial Adviser and a Chartered Financial Planner. Quite simply, it’s about dealing with a professional. We are proud to have been awarded the Chartered Financial Planner status.
As Chartered Financial Planners we have made a commitment to deliver the highest standards of professionalism. The Chartered status is a symbol of technical competence and signifies a commitment to professional standards. To be awarded Chartered firm status, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident you are dealing with one of the UK’s leading firms, that is committed to providing you with the best possible advice, service and support.
Our Chartered status benefits our clients in three key ways:
Expertise: To attain the Chartered Financial Planner status, we must demonstrate the highest levels of technical knowledge and competence through professional qualifications.
Continuous development: To maintain the Chartered Financial Planner status, that knowledge must be continually maintained and updated.
Ethical conduct: Our Chartered status means we must adhere to a specific Code of Ethics enforced through disciplinary sanctions.
Our professional team at HFMC Wealth strives to provide the highest quality of service to ensure that your financial objectives are met.
At HFMC Wealth, we provide professional international financial planning services to our clients, helping them to structure and manage their finances in a manner that meets their long-term needs.
At HFMC Wealth, we take a professional approach to investing and asset allocation. Our experienced Chartered Advisers will help you create a tailored plan specifically for your needs and objectives.
With HMRC taking a massive £7.1 billion in receipts from Inheritance Tax (IHT) in 2022/23, is now the time to consider your options for passing on wealth efficiently? Receipts from