Who we are

HFMC Wealth is a Chartered, multi-award-winning financial planning firm, established in 1986, supporting over 2,000 clients with tailored advice to meet individual goals.
 

What we do

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

• Independent, whole-of-market equity release advice
• Specialist support for the over 55s lifetime mortgage market
• Clear, honest guidance on unlocking tax-free property wealth
• Nationwide coverage – face-to-face or virtual

Our approach

We take a holistic view of every client, working closely with a trusted professional network to deliver joined-up advice
 

Why partner with us?

• Whole-of-market expertise – we compare all available options
• Fully qualified advisers – experienced, approachable specialists
• Flexible delivery – meetings via phone, Teams or in person

For introducers

• Simple referral process – just basic client details needed
• Regular updates on progress
• Full compliance handled by HFMC
• Dedicated admin support throughout
• Referral income on completion

Our values

• Transparency – clear communication with you and the client
• Trust – We will always have your clients’ best interests at heart
• Tailoring – We fully listen to your clients’ needs so we can help them meet their unique objectives

Client benefits

• Expert guidance from start to finish
• Access to the whole of market
• Typical £995 application fee only when client is ready to proceed.

 To explore any ideas, reach out to Eli Kosiner on 07495 477 162 or [email protected]