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Adviser investment propositions part 2: The medium-sized firm

'Final piece in the puzzle'

Adviser investment propositions part 2: The medium-sized firm
  • Claire Tyrrell
  • 31 March 2020
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In the second part of this triple-feature series, Claire Tyrrell explores how HFMC Wealth, a firm with 24 advisers and 11 paraplanners, caters for its 1,400 clients

The influence of the global financial crisis on HFMC Wealth's centralised investment proposition (CIP) should hold the adviser firm's clients in good stead in a variety of market conditions, the firm's...

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