HFMC Wealth has acquired Generic Financial Management for £3m, adding 270 clients and £150m of assets under advice and management to its books.

The deal has also seen a number of new recruits added to the team as well as £950,000 of annual recurring revenue.

Two directors of Generic Financial Management, David Verne and Marc Ruse, have become private client directors at the London and Weybridge-based HFMC Wealth.

Read the news article on the Professional Advisor Website : https://www.professionaladviser.com/professional-adviser/news/3063650/hfmc-wealth-purchases-generic-financial-management-in-a-gbp3-million-acquisition

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By |2018-10-03T10:39:20+00:00October 2nd, 2018|News|Comments Off on HFMC Wealth acquires Generic Financial Management for £3m

About the Author:

Headed by CEO Jeremy Hoyland, HFMC Wealth is a privately owned and independent financial services/financial planning company with offices in central London and Weybridge, Surrey. The company works with financially successful people and their families to bring direction, focus and efficiency to their financial world, freeing up their valuable time. Client care is at the heart of the business; each client is supported by a dedicated team backed up by expert divisions including tax, employee benefits, specialist investment management and private finance. HFMC Wealth actively supports the PFS and all team members in attaining their Chartered and Fellowship status
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