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Capital and Trust - January 18, 2023 - 0 minute read

HFMC Wealth, a Chartered financial planning firm, has acquired R&S Financial Planning, another Chartered financial planning firm based in London.

The acquisition will enhance HFMC’s presence in London and increase its number of high-net-worth clients. R&S’s client-facing staff will be retained by HFMC and R&S’s founder, Vince Lane, will continue to oversee key client relationships. Additionally, Darren Berry, a Chartered Financial Planner and Fellow of the Personal Finance Society, will join the team on a full-time basis.

The acquisition will bring in £630,000 of annual recurring revenue and assets under advice of £145m to HFMC Wealth.

R&S owner and director Vince Lane said: “We have felt for some time that joining a larger firm would be the best way to deliver the wider range of services we wish to provide our clients, while also providing a controlled succession to my ownership of the business over the next 10 years. In HFMC Wealth we have found a partner that meets all these requirements and who will protect the legacy of the business we are proud to have built over the last 37 years. Their vision of growing the business in a sustainable and client focussed manner, without the short term pressures so often associated with firms that align with private equity, is refreshing as I can rest easy knowing that my clients’ interests are aligned with those of the business.”

Jeremy Hoyland, CEO of HFMC Wealth, added that the acquisition was part of their growth strategy and that they plan to make more acquisitions in the future to build a sustainable, client-focused business.

HFMC employs over 20 Chartered Financial Planners. They offer a variety of services to both corporate and individual clients. The firm has locations in London and Weybridge, Surrey. In recent years, they have made several acquisitions, including Generic Financial Management in 2018 and London wealth manager Aspinalls in 2020. These acquisitions have added assets under advice and management to nearly £1.5bn.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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