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Private Office2018-01-02T09:07:19+00:00

Private office

As a leading financial advisory firm we support a broad range of families, trusts and entrepreneurs. Our aim is to guide you to the point where you and your family are able to enjoy life, happy in the knowledge that you have structured your tax and financial affairs in a sensible and purposeful manner.  Whether lifestyle is your driving consideration or you see yourself as a custodian for future generations, we will work with you to devise a strategy that enables you to fund your lifestyle goals.  The relationship between us and the families and trusts we act for is key. We are known for our technical quality, and our discretion and attention to confidentiality. The team provides the highest level of care and personal service required to meet clients’ needs and are proud of the many longstanding relationships we have built. We ensure easy access to the right people, so decisions can be made quickly and confidently. A consistent team will partner with you to support your aspirations and contribute to your success.

We provide all the support and guidance you need to deal with new risks and opportunities. We will work with you to agree how best to structure your asset base, tax and income position, both now and throughout the rest of your life, acting as your personal Finance Director. Our service includes a plan of action designed to ensure your financial position is aligned with your personal objectives.  We want to help you create a strategy and methodology that will be revisited as your aspirations and circumstances change.

Succession & estate planning

To protect wealth for future generations it is essential that suitable arrangements are put in place, tailored to the individual needs of the family. We have extensive experience in all areas of estate and succession planning and advise on tax-efficient arrangements for lifetime giving, including the use of trusts and can make the relevant introductions where cross border issues exist.

Charitable trusts

As professional advisers, we know that personal, family, charitable and business interests often overlap. From a personal perspective, our clients want to protect their family wealth and often have charitable interests they also wish to pursue. Planning ahead is a way to ensure effective management of your assets.

Wealth management

Today’s risk environment and uncertainty in the world’s financial markets has accentuated the need for solid governance and controls. Indeed, investment, credit, and liquidity risks are more complex than ever before.  It is, therefore, crucial that risks are not only identified, but that action is taken to mitigate those risks. HFMC is committed to providing the highest quality investment and technical financial planning advice to personal, corporate and trust clients, both UK based and overseas. Services include detailed cash flow modelling, pensions/retirement planning, insurance as well as access to our “Quadrant” investing strategy. Quadrant enables us to provide our clients with the best opportunity to achieve their objectives in the long-term.  We recognise that our private clients are busy, and as such we typically provide a discretionary investment management service, but we also recognise that every client is different and even the time poor sometimes wish to retain control of investment decisions.  We offer an investment advisory service to meet these needs where required.  We also recognise that many of our private clients have both onshore and offshore requirements and as such we offer both onshore and offshore solutions. Read more…

Employee Benefit solutions

We provide the highest quality consultancy and administration services to employers and their employees.  Our services include corporate pensions advice (including our simple auto enrolment solution), protection, health and wellbeing benefits,  flexible employee benefits, and employee engagement. Read more…

Personal tax returns

For many, the tax return represents the primary point of contact with HMRC. Given the complexity of our tax system, and penalties for non- compliance, it is crucial you are able to meet your filing obligations. We can guide you through this process and help you submit accurate returns, meet deadlines and mitigate liabilities.

Inheritance tax returns

We can ensure that your inheritance tax issues are addressed comprehensively and effectively.  Whenever a return is needed we can assist.

Our Private Client services

By combining our expertise, experience and awareness with the breadth of our UK and worldwide networks you can be confident that whatever your requirement we can assist in meeting your needs.

  • 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