H F M Columbus Partners LLP

Independent Financial Adviser H F M House, New Road, Weybridge, Surrey, KT13 9BW
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
Our overriding goal and purpose is to help clients clearly understand their financial goals
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
James Geard CERTPFS
Private Client Adviser
adviser-person
Caroline Maxwell FPFS
Technical Adviser
adviser-person
Michael Powell CERTPFS CERTCII(MP & ER)
Private Client Adviser
adviser-person
Simon Kelly APFS
Private Client Adviser
adviser-person
David Andrews APFS
Director
adviser-person
Paul Addison DIPPFS
Director
adviser-person
Jason Lines CERTPFS
Director
adviser-person
Gary Festa CERTPFS, CERTCII(MP & ER)
Executive Director
adviser-person
Jeremy Hoyland DIPPFS
Ceo
adviser-person
Steven Jerome CERTPFS
Where to find us

H F M House, New Road, Weybridge, Surrey, KT13 9BW

Make an enquiry
About us

For independent financial advice why contact HFM Columbus? 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. 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 25 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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