12 | Southern Enterprise Awards 2022 Aug22325 Best High Net Worth Wealth Planners & Investment Management 2022 As a boutique wealth planner, co-ordinating and organising the financial affairs of a multitude of high net worth individuals, HMFC Wealth has made itself the go-to solution for people across this small yet prestigious market segment. Based out of London, its staff make themselves available on a constant and reliable basis in order to deliver the best tailored and personable services, taking on cases with a vim and vigour that allows them to rise to the occasion of any challenge. HFMC Wealth – powered by its staff of 110 exemplary individuals across two offices – uses the training, education, and tenacity of its staff to serve clients with the best boutique asset planning, wealth management, and wealth specialist services available on the market. Nominally, it has aided a variety of different high net work individuals when it comes to achieving the financial needs and goals that drive them to seek out consultancy and actionable advice, and it is keen to deliver this at every turn by understanding the fiscal ambitions that a client holds. For these clients, its efforts focus on the achievement of the following objectives. Firstly, it wishes to co-ordinate and direct the financial status of its clients in order to help them better reach the goals they wish to. This could mean anything from preserving one’s wealth for future generations to setting aside money in the form of various assets such as housing, and all of this is something that HFMC Wealth has made itself a front-runner in, putting a client at ease through expertise alone. It also wishes to offer the legitimate optimisation of taxation. Thus, it is important that it can work together with as well as for a client, taking into consideration their lifestyle and legislative bounds in order to help them figure out what kind of taxation payment options are right for them. Moreover, it offers the management of cash and borrowings, taking the stress off the client’s shoulders, as they can rest assured that the utmost professional minds have their money well in hand. In this manner, its professionalism, dedication, and secure processes have been specifically built to further ensure this peace of mind, forging a truly effective dedication to protect its clients and their families against financial risk from all manner of different sources. HFMC Wealth can also aid a client in managing business and corporate considerations, from managing the enterprise to planning an effective exist from industry. Being transparent, experienced, and comprehensive, its holistic solutions have been available since the mid-80s, starting with founder Jeremy Hoyland. Having been born from this man’s desire to build ‘the highest quality financial management business in the country’, his focus has always been on client care, and this is something that survives to this day, centring objectivity and independence above all, as well as continual monitoring of various assets. Indeed, being such an award-winning company, it is proud to say that it is one of the 15% of UK financial planning firms to hold the coveted accreditation of ‘Chartered Financial Planning Firm’. Its size also sets it apart even within this small number of chartered businesses, allowing it to provide the most comprehensive solutions quickly, efficiently, and with all bigger picture and small detail variables being accounted for. Indeed, its full suite of fully integrated asset management and comprehensive asset planning, and the way it keeps the families and individuals it serves as the beating heart of the business, are what allow it to consistently be lauded as the head of the pack by its clients and stakeholders alike. Its impeccable internal organisation also allows it to handle all asset management in-house – something many of its peers have to outsource in order to accomplish – and is something it takes great pride in. This pride also extends out to its ability to provide its overall advice and investment expense ratios low for its clients, as its in-house asset management also has an impact on these factors, and the planning and resources culture that it fosters within its ranks has ensured that its staff will always be able to extend a warm and empathic welcome. After all, by taking care of one’s staff, one can take care of the client. This resource planning-based infrastructure, cultural excellence, and holistic attitude has made it so much more than just a lending, banking, and asset management product provider. It has also become a partner and friend to its clients over time, allowing them to achieve greater heights of success in life through simply letting the professionals so what they do best, and arrange their financial lives to best mirror their livelihoods. This, in short, is creating a new value/ cost frontier in its industry, and whilst it continues to see significant consolidation in the financial advice sector following considerable changes in regulation, it has become the alternative trusted adviser for clients finding that small business wealth firms are no longer delivering the kind of personal service they expect. Indeed, being based in the South of the UK has only helped it in this way, as London is and always has been a bustling hive of activity. Regularly meeting other likeminded professionals, it has achieved several great collaborations in the region, as well as being able to benefit from the high number of entrepreneurs and philanthropists in the region who are constantly looking for the next best financial management solution. Critically, by making an
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