HFMC Wealth Limited

Reference number: 192999

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When hfmcwealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7400 4700 is, and the 5 other firms that give it
  • Who else gives the postcode EC1M 4NA
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Generic Financial Management Limited Former name: A name it was registered under before.
  • Generic Financial Management Ltd Former name: A name it was registered under before.
  • Generic Financial Management PLC Former name: A name it was registered under before.
  • Generic Wealth Management Solutions Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
7 May 1985 (41 years old)
Registered office
Hfmc House, New Road, Weybridge, Surrey, KT13 9BW, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Ellis Waller Director Jan 1973 27 Sep 2018 11 other companies
Philip Richard Patient Director Oct 1975 1 Oct 2018 18 other companies
Ross Hamilton Ibbotson Director Feb 1976 6 Aug 2019 24 other companies
John Nicolas Jeremy Hoyland Director Sep 1958 6 Aug 2019 16 other companies
James Roberts Director Jul 1976 24 Jul 2025 6 other companies
Lisa Judy Hessey Director Mar 1975 23 Jul 2026 5 other companies
Lee Anthony Robert Paris Secretary Not published 1 Oct 2018 –

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
33
closed down
18
are FCA-registered
6

In the full report: all 33 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register, including one no longer authorised
  • The 21 companies these 6 directors run together
  • All 14 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 5 April 2024Full accountsAudited

Turnover

£6.40m

+14% from £5.63m

Profit before tax

£623k

+76% from £354k

Net assets

£759k

−40% from £1.26m

Cash at bank

£84.9k

Up £78.5k from £6,448

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 01911493. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

HFMC Wealth’s history from the FCA register and Companies House, newest first.

2019

2 August 2019

  • Changed its registered name from "Generic Financial Management Limited"

FCA register

2018

2 November 2018

  • Changed its registered name from "Generic Financial Management PLC"

FCA register

27 September 2018

  • Board replaced: all 3 directors left and 3 new directors took over
  • Hfmc Group Holdings Ltd took control (75–100% of shares)
  • Paul Graham Thomas stopped being the majority owner

Companies House

2017

16 January 2017

  • Paul Graham Thomas became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

12 July 2005

  • Changed its registered name from "Generic Financial Management Ltd"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2000

22 September 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

1985

7 May 1985

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (12 shown here)
  • Every director appointment and resignation: 22
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Firms connected to HFMC Wealth

Other FCA-listed firms that share a director, phone number or address with HFMC Wealth. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
share a director
6
share its phone number
5

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (6), the same phone number (5), the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like HFMC Wealth

Other firms of the same type (financial adviser), nearest first.

In London

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on HFMC Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 33 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 40 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is HFMC Wealth Limited FCA authorised?
Yes, HFMC Wealth Limited (FRN 192999) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is HFMC Wealth’s phone number and website?
The FCA register lists the phone number 020 7400 4700 and the website hfmcwealth.com for HFMC Wealth. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 5 other FCA firms.
Is HFMC Wealth a scam or clone?
HFMC Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with HFMC Wealth?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about HFMC Wealth to the Financial Ombudsman Service, free of charge.
Who owns HFMC Wealth?
HFMC Wealth is owned by Hfmc Group Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 September 2018. Before that, it was controlled by Mr Paul Graham Thomas.
Who runs HFMC Wealth?
Companies House lists 6 directors of HFMC Wealth: Mark Ellis Waller, Philip Richard Patient, Ross Hamilton Ibbotson, John Nicolas Jeremy Hoyland, James Roberts and Lisa Judy Hessey.
How long has HFMC Wealth been in business?
The company was formed on 7 May 1985, and has held its current FCA authorisation since December 2001.
What do HFMC Wealth’s latest accounts show?
Its latest accounts, to 5 April 2024, show turnover of £6.40m (+14% from £5.63m) and profit before tax of £623k (+76% from £354k).
Does HFMC Wealth use any other names?
It has previously used 4 other names, including Generic Financial Management Limited, Generic Financial Management Ltd and Generic Financial Management PLC.

Sources and links

The full report on HFMC Wealth Limited

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