Go to... TRANSPARENCY • TRUST • TAILORED ADVICE INSIGHTS 2021/22 AWARDS WINNER 2021 Winner – Southern Enterprise Awards Best High Net Worth Wealth Planners – South East Region. 2020 Winner – Citywire New Model Adviser Financial Adviser of the Year 2020 – South East Region. Ranked – Top 100 Financial Advisers (UK) by the Financial Times 2021 – Winner – Best Financial Adviser to Work For – Professional Adviser Ranked NMA Top 100 Financial Advisers 2021 TESTIMONIALS EXPLORE WHAT HFMC WEALTH CAN DO FOR YOU PLEASE CLICK HERE TO VIEW OUR INTERACTIVE BROCHURE Welcome to our comprehensive, independent, wealth planning and asset management service, a service that is focussed on our clients. Our passion is to help our clients grow, protect and pass on their wealth. We recognise that our clients are individuals. Clients have different needs, different priorities, different objectives and different attitudes to risk, tax and inheritance. Our starting point is to understand how you are distinct: our sensitivity to your needs combines with the flexibility of our approach to determine the best strategy to achieve your ambitions for your wealth. From tailored investments to insurance solutions, mortgage services to tax and estate planning, our highly qualified, private client teams are here to help you achieve your financial objectives. We provide bespoke and efficient portfolios optimised to specific risk mandates. We look to preserve and grow your wealth in line with your personalised financial plan. Tailoring reflects your requirements in terms of risk, investment time horizons, and the level of investment risk that you are comfortable with. Working with our asset managers, your dedicated wealth management team will provide you with access to a one stop financial solution handled with individual care and absolute professionalism. Ultimately our own long-term success follows only from the success of our clients. DO WE NEED A FINANCIAL GAMEPLAN? HOW CAN WE PRESERVE & GROW OUR WEALTH? WILL WE HAVE ENOUGH MONEY TO DO WHAT WE WANT? I AM THINKING ABOUT UNLOCKING AN ASSET WILL MY FAMILY BE LOOKED AFTER? I WANT TO HELP THE NEXT GENERATION LONDON CITY OFFICE 29 St John’s Lane Clerkenwell London EC1M 4NA t: +44 20 7400 4700 WEYBRIDGE OFFICE HFMC House New Road Weybridge Surrey KT13 9BW t: + 44 1932 870000 PRIVACY & COMPLIANCE Privacy notice Legal and compliance Important Information USEFUL CONTACTS Financial Conduct Authority Financial Ombudsman Service Information Commissioner’s Office (ICO) INSIGHTS / PRESS / AWARDS Winner – Top 25 Financial Planner – FT Money HFMC Wealth is ranked as one of the top 100 IFAs in the UK CHARITY AND COMMUNITY COPYRIGHT ©2021 HFMC WEALTH LTD | ALL RIGHTS RESERVED MEDIA ENQUIRIES: PHIL BRAY AT THE YARDSTICK AGENCY T: +44 07785 284429 E: HI@THEYARDSTICKAGENCY.CO.UK WEB DESIGN AGENCY WEYBRIDGE-IT LinkedIn Twitter × Read our latest advice on what to look for if you suspect an email to be malicious Learn more