HFMC Wealth Ltd

Independent Financial Adviser  H F M House, Surrey, KT13 9BW
First meeting at adviser's own cost
Our overriding goal and purpose is to help clients clearly understand their financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
Mr Simon Kelly FPFS
Private Client Director
Mr Steven Jerome DipPFS
Private Client Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mrs Caroline Maxwell FPFS
Senior Technical Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Paul Addison DipPFS
Private Client Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Jeremy Hoyland
CEO

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr David Andrews FPFS
Head of International Private Clients

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Sebastian Gladwish DipPFS
Private Client Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Tom Hopson FPFS
Private Client Adviser
Mr Phil Jelly DipPFS
Private Client Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Nick Rudd FPFS
Private Client Director
About us

For independent financial advice why contact HFMC Wealth? We are one of a limited number of firms in the UK to have achieved Chartered status as Financial Planners. Originally established in 1986 we are one of the largest wealth management firms in Surrey & London. Fully owned by our staff we provide independent and impartial financial advice to individuals and business owners. Our advisers benefit from the backing of technical, investment, mortgage, insurance and tax specialists, several of whom are Chartered Financial Planners. To have an initial meeting with one of our advisers without obligation or cost, simply call <phone number hidden> or email <email address hidden> We can meet you at our Weybridge or central London offices, or if you prefer, at your home/office or via video call. Our website <url hidden> provides comprehensive information on our services and organisation as well as technical information on a variety of financial topics. We look forward to hearing from you.

Our services

We work with our clients towards achieving these goals over time. The growth we have achieved for more than 30 years is entirely due to the many clients of ours who have become advocates of our firm, referring us to others, as a result of the services that they receive. Ultimately our own long term success follows only from the success of our clients.

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.

Where to find us
Head office address: H F M House, New Road, Weybridge, Surrey, KT13 9BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 25th October 2021

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