Who is HFMC Wealth?

HFMC Wealth is a multi-award winning independent financial planning business.  We are a Chartered Financial Planning firm that provides a range of services to over 2,000 private client families. Started in 1986, we believe our clients financial futures are ideally secured through our carefully tailored advice which is designed to fit their unique needs and objectives. 

As you would expect from a multi award-winning business we have fully qualified equity release advisors committed to helping businesses benefit from this resurgent and innovative over 55’s lifetime mortgage market. We provide clients with honest and independent advice about unlocking tax-free cash from their homes. 

Having a holistic view of our clients and our clients needs means that we have developed a great network of professionals to assist our clients, referring business to them as well as receiving referrals from them. As we are able to work with clients both face to face as well as virtually we can help clients and introducers anywhere in the country.

 

Our Values

At HFMC Wealth we believe in Transparency, Trust and Tailored Advice.

Transparency

• We value every referral and will never forget that this is your client
• We will update you on progress of referrals made to us, making the process as simple as possible
• Payment will be made swiftly upon completion of every case 

Trust

• We will always have your clients’ best interests at heart
• We build trust through being clear in our communication with clients and are able to share our expertise with professionalism, whilst remaining approachable
• We are fully insured for the advice that we provide

Tailored Advice

• We fully listen to your clients’ needs so we can help them meet their unique objectives
• We believe in continuing professional development, staying fully informed and up to date on the latest developments and changes in the Equity Release market.

Why choose us?

We’re trusted independent equity release experts, and we search and compare equity release products from across the whole market to find the best plan for you.

• Access to fully qualified expert equity release advisers with client meetings either Face to face via Zoom or by telephone
• We offer a free initial consultation
• Trust the experts – We provide whole of market advice, through our specialist advisers and we’ve made it our business to know the market inside and out so you can feel safe in recommending equity release to your client. 
• Dedicated Support - step-by-step admin support throughout your client journey
• Risk and hassle free – we take all of the compliance risk, so you can simply refer your client. We just need their name, address and contact number to get started 
• Additional income stream – for every case that completes, Paradigm advisers will benefit from a referral payment
• Only £249 application fee for your clients.

If you would like to speak to someone today, our qualified advisers are available at a time that best suits you. We can provide you with a fully personalised recommendation with no pressure to go ahead.

Our client referral process is as simple as 1, 2, 3

Becoming an equity release partner not only provides you and your business with a highly profitable new revenue stream, but we will actively work with you to maximise the customer experience of your business.

1. Email or call our dedicated Mortgage Team with your client’s name, age and contact details
2. We’ll contact your client and see if equity release is right for them and if it is we’ll then find them the most suitable product with whole of market advice
3. We’ll keep you informed throughout the process and, once the case completes, we’ll pay you a referral fee (20% of procuration Fee)*

HFMC Wealth have your client’s best interests at heart and with our simple, transparent process geared towards you, you can rest assured that your client is in good hands. 

You can submit referrals 24/7 using the contact details below with your client’s name, address and we will take care of the rest – it’s that simple.

Tel: 01932 870030
Email: [email protected] or Eli Kosiner [email protected].

Please contact us with any enquiries. We would be delighted to work with you in helping your clients.


*Subject to a minimum