Southern Enterprise Awards 2021

98 | Southern Enterprise Awards 2021 Aug21520 HFMC Wealth Ltd is a boutique wealth planner, asset manager and wealth specialist. HFMC is staffed by over 100 individuals across two offices, all expertly trained for the same mission: to help clients clearly understand their financial needs and aspirations and work with them towards achieving their goals. HFMC Wealth Ltd provides advice for high-net-worth individuals and businesses seeking to achieve their financial objectives. It prides itself on delivering the three T’s: trust, transparency, and tailored advice. The company understands that trust is an essential ingredient in effective communication as it is the founding principle that holds together all relationships. Moreover, HFMC is an award-winning Chartered Financial Planning firm. Only 15% of UK financial planning firms hold this coveted accreditation, and of the adviser firms that are Chartered, only 26 firms have over 50 staff. HFMC is transparent in every way, from how it charges, its planning process, and how it invests its clients’ wealth. However, each client’s circumstances require tailored solutions, and HMFC continually looks for innovative ways to enhance its integrated wealth planning and asset management services. For the company, being creative is vital. The firm’s origins date to the mid-1980s, when its founder Jeremy Hoyland, had a simple vision of providing comprehensive financial planning for individual families. He described in his 1992 journal as ‘building the highest quality financial management business in the country. He went on to write that ‘it would focus on total client care, objectivity and independence, continual monitoring of all assets and be at the forefront of product development.’ Today it offers a comprehensive and holistic financial planning service, including the use of lifetime cash flows, careful, responsible tax planning and tailored asset management, available both onshore and offshore, held in Stirling and several foreign currencies. HFMC provides a fully integrated combination of asset management with comprehensive wealth planning for its clients and their families, ensuring that its services are wholly joined up, allowing clients to meet their financial objectives and a potentially higher outcome standard. The company prides itself on having the skills, planning resources and culture to provide a comprehensive wealth planning service, rather than being purveyors of lending, banking, and asset management product offerings. HFMC has developed a comprehensive circle of services akin to significant elements of a multifamily office offering. However, it is made available to families with investable assets starting at circa £1 million and an all-in price favourably comparable to many discretionary managers. Additionally, HFMC is the founding and lead sponsor of Veloce, an award-winning, world- class, star-studded, motorsport charity track day that has raised over £500K for charity within its first four years. It combines philanthropy with company profile, providing networking opportunities with high-net-worth clients and professional introducers. HFMC is the exclusive wealth management partner of Porsche Club Great Britain, with access to key events and profiles in club communications. Overall, it aims to create a new value/cost frontier across this vast segment of families within the UK population. It sees consolidation in the financial advice sector with the retirement of many advisers and a loss of personalisation as the services provided are replaced with more generic mass affluent propositions. Due to this, it is harder for clients to find high net worth advisers who can provide a compelling offer to deliver the level of service they require. HFMC has been able to solve these problems and is now benefitting from the market consolidation as clients seek an alternative trusted adviser. However, it remains a challenge to raise awareness of its offering to a broader audience as it typically takes on clients following a client referral. Furthermore, HFMC is in the process of expanding its digital proposition so that clients can not only access their investment 24/7 but have access to all their financial affairs in one place. Thus, enabling them to store all paperwork, including wills, property deeds, insurance contracts, policy documents, valuations, and statements, all in one place. Its HFMC Connect client portal keeps its client’s essential financial documents safe, secure, and accessible. Name: Jeremy Hoyland Email: mail@hfmcwealth.com Web Address: www.hfmcwealth.com Best High Net Worth Wealth Planners – South East England