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)

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By |2018-11-29T12:05:51+00:00October 25th, 2018|News|Comments Off on HFMC Wealth is ranked as one of the top 100 IFAs in the UK

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
  • In Association with PCGB

    We are immensely proud to be working together with the Porsche Club of Great Britain (PCGB) as its Official Partner for the provision of Wealth Management Services to Club Members. Find out more