HFMC Wealth is ranked as one of the top IFAs in the UK
HFMC Wealth has been recognised as being a Top 100 Independent Financial Planning Firm by Citywire New Model Adviser.
Given the latest FCA data shows there are currently 5270 financial advice firms, this places us in the top 2% of firms.
Moreover judged by assets under management entrusted to us by our clients, we rank as the 2nd largest of the 100 firms in this select list.
Judging criterion included: How our clients are treated, staff development, how forward thinking we are, next generation advice, technology and best practice, as well as assets under advice, turnover and adviser numbers.
The recognition noted “The firm has now grown its assets under advice to £1.21 billion and its employee numbers have reached 76”. This compares with £815m in assets under advice and 70 staff respectively in 2016.
The recognition also commented on our “busy year”. Examples include a brand new website and a long term agreement to become the exclusive wealth management partner to the Porsche Club of Great Britain. This collaborative deal, which will give the advice firm access to the thousands of Porsche Club members, saw the firm selected against competitive bids from some of the best known national wealth management firms.
(published by New Model Adviser)