Adviser investment propositions part 2: The medium-sized firm

'Final piece in the puzzle'

clock • 5 min read

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 investment manager James Tuson says.  Tuson joined HFMC in 2007 when the IFA wanted to develop its investment arm.  "The company shifted to really try and get more of a fee-based model, whereas [before that] the industry was more commission-based," he explains. "Back in 2007-08 they wanted to build a core investment proposition, which would cater to a large number of clients." He and...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Technology cited as main barrier to private market access for advisers

Technology cited as main barrier to private market access for advisers

Follows Oliver Wyman’s and Clearstream’s private markets whitepaper

Sophia Panayi
clock 04 August 2026 • 3 min read
Ascot Lloyd links up with BlackRock for investment offering

Ascot Lloyd links up with BlackRock for investment offering

A move to a single investment provider

Isabel Baxter
clock 04 August 2026 • 2 min read
Beyond London: Adviser opportunities in regional investment

Beyond London: Adviser opportunities in regional investment

Hugi Clarke unpacks the regional growth agenda

Isabel Baxter
clock 31 July 2026 • 1 min read