We’re delighted to have been selected again for Citywire’s New Model Adviser list of Top 100 financial planning firms 2025, and to see that our continued commitment to delivering a strong personal service resonated with the judges. Below is the introduction from NMA and their summary of why we were selected.
THIS ARTICLE WAS ORIGINALLY PUBLISHED BY NEW MODEL ADVISER ON 10TH NOVEMBER 2025
by Jack Gilbert, New Model Adviser Editor
It is my pleasure to introduce Citywire New Model Adviser’s Top 100 firms for 2025.
Every year we have some quality businesses apply but this year the bar seemed much higher.
From adviser qualifications to charity work, it was wonderful to see developments at a truly fantastic set of firms. Technology was a big theme in 2025, with so many advice firms improving their tech stack and many adopting AI.
Our list is not the be-all and end-all; some firms don’t apply, while others just missed out.
However, using metrics designed by AKG, we have looked at a snapshot of the value firms offer their clients to select 100 of the best firms in the country.
HFMC Wealth, Weybridge
Ross Ibbotson, CEO
With more than £2bn in assets under management spread over 1,755 clients, the HFMC Wealth team of 37 advisers, overseen by the chief executive, Ross Ibbotson, have their hands full. Steps, however, have been taken to improve both employee and client experiences.
File checking has been outsourced, a move the firm says will improve standards for clients by providing clearer letters and communications, a legacy of consumer duty.
Keen to provide for the community in whatever ways it can, HFMC completed the Three Peaks Challenge in aid of Ray of Sunshine, a charity for seriously ill children. It also rebuilt the house of a local disabled child.
