HFMC Wealth Partners LLP

• Principal Place of Business

  HFMC House

  New Road

  Weybridge

  Surrey

  KT13 9BW

  UNITED KINGDOM

  Phone

  +4401932870000

  Web

  https://www.hfmcwealth.com

• Complaints Contact

  29 St. John's Lane

  Clerkenwell

  London

  EC1M 4NA

  UNITED KINGDOM

  Phone

  +4402074004700

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Philip Richard Patient

  IRN PRP00022

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Feb 2026)
  • SMF16 Compliance Oversight (since 4 Feb 2026)
  • SMF27 Partner (since 16 Nov 2020)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF16 Compliance Oversight (26 Feb 2024 to 12 Apr 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (26 Feb 2024 to 12 Apr 2024)
  • CF30 Customer (9 Jul 2018 to 8 Dec 2019)
• Phillipa Kim Drake

  IRN PKD01013

  • CF22 Investment Adviser (Trainee) (6 Jun 2005 to 27 Jul 2005)
• Richard Mifsud

  IRN RCM00003

  • CF30 Customer (2 May 2008 to 18 Dec 2009)
• Ross Hamilton Ibbotson

  IRN RHI01003

  • Responsible for Insurance Distribution (since 24 Feb 2025)
  • SMF1 Chief Executive (since 24 Feb 2025)
  • Responsibility for MCD Intermediation (since 24 Feb 2025)
  • SMF27 Partner (since 12 Nov 2020)
• Simon David Reynolds

  IRN SDR00004

  • CF30 Customer (7 Jul 2015 to 26 Oct 2017)
• Simon Philip Kelly

  IRN SPK00019

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (8 Sep 2006 to 31 Oct 2007)
• Simon Piers Bromley-Fox

  IRN SXB00296

  • [FCA CF] Functions requiring qualifications (22 Sep 2020 to 31 Mar 2022)
• Stephen Dunn

  IRN SXD90634

  • SMF27 Partner (16 Nov 2020 to 7 Apr 2025)
• Steven Douglas Jerome

  IRN SDJ00006

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (17 May 2005 to 31 Oct 2007)
• Stewart James Aldous

  IRN SJA00012

  • CF30 Customer (7 Jul 2015 to 29 Nov 2019)

No changes recorded yet.