HFMC Wealth specialises in delivering financial planning and wealth management advice. We take a highly personal approach to advice and conduct each client relationship as a partnership, with client goals and aspirations at the centre of every financial plan created. We are advocates of the use of cash flow planning, to bring planning risks and opportunities to life for clients in a clear and engaging manner. This allows us to provide our clients with the most appropriate solutions to meet their objectives.
In general, we provide reliable and expert advice for individuals and businesses seeking to achieve five principal financial objectives:
• To co-ordinate and organise their financial affairs, acting as their Personal Finance Director
• To build and preserve their capital
• To manage their cash and borrowings
• To protect them and their family against financial risk
• To manage their businesses more effectively
We are a company that understands that everybody’s needs and objectives are different. Our clients are predominantly professionals, affluent individuals, trustees, business owners and entrepreneurs. They are frequently time poor and are seeking financial planning and investment management advice. They may be looking for advice, or are simply trying to simplify their affairs by delegating to trusted advisers. We act for over 1,000 individuals, families, businesses and trusts.
We have been awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute demonstrating our commitment to the highest degree of technical knowledge, capability and ethical practice.
We additionally deliver investment services, as required, on both an advisory and a discretionary basis. We are able to provide both onshore and offshore custody of assets to our clients recognising that high net worth clients are increasingly living their lives in more than one jurisdiction.
Company Details
- Employees
- 98
- Founded
- -
- Address
- 29 St Johns Lane, London,england Ec1m 4,united Kingdom
- Phone
- +44 20 7400 4700
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- hfmcwealth.com
- Keywords
- Personal Financial Planning, High Net Worth Individuals, Private Client Services, Structural Financial Planning, Retirement Planning, International Planning, Discretionary Fund Management, Investment Advisory Services, Corporate Financial Planning, Employee Benefit Services, Mortgages, Legacy planning, Succession planning, Cash flow planning.
- HQ
- London, England
Hfmc Wealth Questions
Hfmc Wealth's helpline number is +44 20 7400 4700
Hfmc Wealth's website is hfmcwealth.com
Hfmc Wealth's LinkedIn profile is https://uk.linkedin.com/company/hfmc-wealth
Hfmc Wealth has
98 employees.
View email and phone details for 98
employees at Hfmc Wealth.
Hfmc Wealth's industry is
Financial Services
Hfmc Wealth's top competitors are
Chase De Vere,
Hfmc Group,
Beckett Investment Management Group,
Serone Capital Management Llp,
Succession Wealth,
Hfmc,
Partners Wealth Management,
Fidelius Group,
Craven Street Wealth,
Mkc Wealth.
Hfmc Wealth's categories are Financial Services
Hfmc Wealth's founding year is 1986
