top 20 south east
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Phil Patient
funds under advice
£1.35bn
Fee-earning advisers
27
NUMBER OF CLIENTS
1,580
HFMC Wealth

HFMC Wealth is a multi-award-winning boutique wealth planner, asset manager and employee benefits specialist, with offices in London and Surrey. The firm is chartered and has three times the industry average of chartered advisers. Its aim is to be the UK’s number one home for independent, chartered, high net worth advisers and their clients.

Its combination of client-centric, full financial planning, specialist third-party discretionary fund management, mortgage, portfolio lending, cash management and tax reporting means HFMC delivers a family-office service that is virtually unique in terms of breadth of services outside of the private banking space, while also placing clients at the heart of its offering.  

Through digital innovation, the firm allows clients to have access to their financial affairs 24/7, while allowing advisers to focus on what matters most, helping and spending time with clients.  

HFMC Wealth is an advocate of financial education for children and seeks to raise awareness of financial planning for women through the Insuring Women’s Futures initiative.