HFMC Wealth has raised funds

January 2020 — HFMC Wealth Ltd has secured debt facilities to acquire Aspinnalls Group.

HFMC provides wealth planning and investment management to both high-net-worth individuals and businesses, and has 80 employees in two offices. HFMC has been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice and a commitment to providing service and support of the highest quality.

Our role in the transaction

Oaklins Cavendish, based in the UK, advised HFMC Wealth on securing debt facilities.

Service

Funding, debt advisory & ECM

Parties

“We are delighted to have been able to deliver this carefully selected acquisition which is a key part of our growth plan. The support and funding put in place by Oaklins Cavendish and provided by ThinCats allows us to pursue other potential acquisitions with like-minded wealth and financial planning firms and we expect further deals to be agreed during the next year as we continue our growth strategy. We are building a financial planning and wealth management business that retains the depth of understanding and relationship that comes with being a client focused business whilst providing the range of services normally associated with a private bank. Oaklins Cavendish provided us with the knowledge of market and debt structure expertise that we didn’t have in house and we very much look forward to working together on future acquisitions.”

Jeremy Hoyland

CEO, HFMC Wealth Ltd

Talk to the deal team

Alistair Hay

Partner

London, United Kingdom
Oaklins Cavendish

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