Great employee and customer culture - Financial Paraplanner HFMC Wealth Employee Review

What a firm. Not sure there are really other firms like them. The business looks after high net worth clients. The leadership team set the tone and set out to be the best HNW Chartered Financial Advisers to Work For. They believe that if they create a fantastic environment for advisers then advisers will look after the clients and everyone will be happy. There are no hard targets or sales management but help is there to support and grow adviser businesses /client books. They encourage adviser support teams by giving them the freedom to take ownership of how to look after clients and responsibility and accountability is encouraged. The environment fosters the feeling that we are all in it together and means that the structure is really flat too, making decision making easier. They are a great social firm where those less experienced are surrounded by experienced advisers, paraplanners and admins. Average tenure is over 10 years!

As there is a lot of independence given you need to be able to effectively manage your own time and take ownership of how to best look after clients.

Friendly people Family feel Approachable management Someone always willing to help Aligned to core principles

Lack of development towards younger staff Lack of investment in marketing