Southern Enterprise Awards 2025/ 38 HNWI Wealth Planning & Investment Management Firm of the Year 2025 & Client Service Excellence Award 2025 As a boutique wealth planner, asset manager, and wealth specialist dating back to the mid-1980s, HFMC Wealth provides advice for high-net-worth individuals and businesses seeking to achieve a plethora of principal financial objectives. We heard from Ross Ibbotson, CEO of HFMC Wealth (HFMC), as the dedicated firm is bestowed with another accolade from us at SME News. “Our vision is to be the UK number one home for chartered and entrepreneurial high net worth advisers focussing on total client care, objectivity and independence.” With a team of 135 staff, including 35 individual advisers over two offices who are all trained for the same mission, HFMC works tirelessly to “help you clearly understand your financial needs and aspirations, working with you towards achieving these over time”. Prioritising trust, transparency, and tailored advice, Ross told us: “We understand is that trust is the most essential ingredient in effective communication. It is the founding principle that holds together all relationships. We are also totally transparent, from the way we charge, to our planning process and to how we invest our clients’ wealth. Each client’s circumstances require their own tailored solutions. We continually look for innovative ways to enhance our integrated wealth planning and asset management services. Creativity is key.” Founded by Jeremy Hoyland and his vision to help high-net-worth individuals to achieve six principal financial objectives, HFMC co-ordinates and organises financial affairs; builds and preserves capital; offers legitimate optimisation of tax planning; manages cash and borrowings; protects clients and their families against financial risk, and manages businesses and exit planning. Ross added: “Jeremy set about building what he described in his journal in 1992 as ‘building the highest quality financial management business in the country’”. Offering premium services to a range of individuals, HFMC’s comprehensive and holistic approach to financial planning and management includes use of lifetime cash flows, careful and responsible tax planning, and tailored asset management, both onshore and offshore, all available in a number of different currencies. In response to the changes HFMC’s industry faces, the firm continues to witness significant consolidation in the financial advice sector due to considerable changes in regulations. Although this is a challenge for small businesses and advisers, HFMC stays true to its work and dedicates itself to those with whom it works. Ross added: “For clients, this has made it harder to find high net worth advisers that are able to provide a compelling proposition delivering a level of service they require whilst still providing access to the full range of solutions, solutions that traditionally have only available from a private bank. HFMC Wealth has been able to solve for these problems and so is now benefitting from the market consolidation as clients seek an alternative trusted adviser.” This planning led, people-first firm of highnet-worth financial planners in London & the South East continues to put its clients first through nurturing its team from within. This means that its services only get stronger and more profound over time. After its strong start four decades ago, to where it is now, HFMC continues to grow and welcomes new advisers and firms when they are looking to join its forward-thinking and unwavering proposition. Ross told us more about the future ahead: “We continue to expand and approve our digital proposition so that clients can not only access their investment 24/7, but have access to all of their financial affairs in one place enabling them to store all paperwork including wills, property deeds, insurance contracts, policy documents, valuations and statements all in one place. Our HFMC Connect client portal keeps our client’s important financial documents safe, secure and accessible. We will also be updating our website such that information is more easily accessible and focussed on the needs of high net worth clients.” Of course, SME News is proud to award HFMC with yet another accolade in our Southern Enterprise Awards as it wins two titles for 2025 for a fifth consecutive year. The firm looks towards the future of high-net-worth financial planning and advisory and plans to add another pillar to its operations. Ross commented: “We wish to add Community as an equal fourth pillar of our business alongside Clients, Staff and Shareholders, and will be looking at our business from a sustainability and impact perspective. We hope to increase on our existing work helping to educate school age children on financial matters.” With such a strong start to where it is now, HFMC Wealth is truly making a difference and will continue to do so for the years to come. Contact: Phil Patient Company: HFMC Wealth LTD Website: https://www.hfmcwealth.com HFMC Wealth LTD
RkJQdWJsaXNoZXIy MTUyMDQwMA==