Website & contact details
- Website
HFMC Wealth Limited
- Incorporated
- 7 May 1985 (41 years)
- Previously known as
- Generic Financial Management Limited (until 30 July 2019)Generic Financial Management PLC (until 15 June 2018)Generic Financial Management Limited (until 20 April 2005)Earlier: Profile Financial Management Limited, Priority Portfolio Managers Limited
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- Hfmc HouseNew RoadWeybridgeKT13 9BW
Filing status
- Accounts due
- 5 January 2027
- Last accounts
- 5 April 2025
- Conf. stmt due
- 30 January 2027
- Last conf. stmt
- 16 January 2026
Charges
- Total
- 7
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 6
Officers 7 active
Officer details are public data from the Companies House register.
Director · Appointed 23 July 2026
British
Born March 1975 (51)
Director · Appointed 24 July 2025
British
Born July 1976 (50)
Director · Appointed 6 August 2019
British
Born September 1958 (68)
Director · Appointed 6 August 2019
British
Born February 1976 (50)
Paris, Lee Anthony Robert
Secretary · Appointed 1 October 2018
Director · Appointed 1 October 2018
British
Born October 1975 (51)
Director · Appointed 27 September 2018
British
Born January 1973 (53)
Officer history (12 former)
23 July 2026
24 July 2025
7 April 2025
26 May 2020
26 May 2020
26 May 2020
6 August 2019
6 August 2019
6 August 2019
6 August 2019
1 October 2018
1 October 2018
1 October 2018
Appointed Paris, Lee Anthony Robert as Secretary
27 September 2018
27 September 2018
27 September 2018
27 September 2018
27 September 2018
27 September 2018
1 November 2010
1 May 2009
1 May 2009
30 April 1999
20 March 1998
12 July 1997
12 July 1997
Resigned Thomas, Jane Mary as Secretary
12 July 1997
Resigned Thomas, Jane Mary as Director
12 July 1997
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 September 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 05484681
Former controllers (1)
27 September 2018
Group structure 16 companies
Ownership group derived from the Companies House PSC register
HFMC Group Holdings Ltd Owns 75–100% of shares
Aspinalls Family Office LLP Holds 75–100% of voting rights
H F M Trust Company Limited Owns 75–100% of shares
HFMC Private Client Services Ltd Owns 75–100% of shares
HFMC Wealth Limited This company Owns 75–100% of shares
HFMC Wealth Management Ltd Owns 75–100% of shares
HFMC Wealth Partners LLP Holds 75–100% of voting rights
R&S Associates Financial Planning Limited Owns 75–100% of shares
Weston-Cummins Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 5 April 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £759,247
- Cash
- £84,910
- Turnover
- £6,398,903
- Profit Before Tax
- £622,822
- Current Ratio
- 3.2x
- Profit Margin
- 10%
- Return on Equity
- 77%
Trend
Turnover
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £0 | £43,269 | |||
| Current Assets | £1,115,851 | £1,366,552 | £1,425,010 | £1,166,868 | £552,035 |
| Debtors | £1,030,941 | £1,360,104 | £1,416,979 | £1,166,282 | £545,186 |
| Cash | £84,910 | £6,448 | £8,031 | £586 | £6,849 |
| Creditors (< 1 year) | £344,226 | £98,503 | £205,400 | £660,188 | £77,424 |
| Net Current Assets | £771,625 | £1,268,049 | £1,219,610 | £506,680 | £474,611 |
| Net Assets | £759,247 | £1,255,671 | £517,880 | ||
| Shareholder Funds | £759,247 | £1,255,671 | £1,219,610 | £506,680 | £517,880 |
| Turnover | £6,398,903 | £5,631,977 | £5,895,182 | £3,588,756 | £2,018,063 |
| Cost of Sales | £5,679,665 | £5,173,483 | £4,934,370 | £3,054,035 | £1,624,518 |
| Gross Profit | £719,238 | £458,494 | £960,812 | £534,721 | £393,545 |
| Admin Expenses | £96,499 | £101,237 | £96,428 | £51,528 | £70,985 |
| Operating Profit | £622,739 | £357,257 | £864,384 | £483,193 | £322,560 |
| Profit Before Tax | £622,822 | £353,520 | £861,151 | £480,586 | £321,686 |
| Tax | £39,246 | £67,459 | £148,221 | £91,786 | £61,562 |
| Profit for Period | £583,576 | £286,061 | £712,930 | £388,800 | £260,124 |
Filings 197
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 August 2026 | Appointment of a director | |||
| 25 June 2026 | Satisfaction of a charge in full | |||
| 25 June 2026 | Satisfaction of a charge in full | |||
| 18 June 2026 | Change of details for a person with significant control | |||
| 18 June 2026 | Director's details changed |
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