Who We Are

Who We Are

HFMC Wealth is an award winning Wealth Planning and Employee Benefits firm that is totally focussed on its clients. Translated, this means a focus on planning and service as distinct from product.

We are a firm that is able to provide a comprehensive client service proposition for companies, directors and staff alike. Our Employee Benefits (EB) department has been building bespoke employee benefits programmes for our corporate clients since 2000, supplementing the personal advice being provided to owner managers, entrepreneurs and an increasingly sophisticated client base.

We specialise in guiding, developing and maintaining successful employee benefit strategies to help you retain the best talent, ensuring you keep a competitive edge.

We do this by getting to the heart of your business objectives and find out what really matters to you and your staff. Through employee education, our team will ensure they fully understand the value of your employee benefits’ package. You will fulfil your statutory employer obligations while enlightening key members of staff in the process.

The employee benefits team’s mantra is to offer our clients integrity, professionalism, and years of experience. The service we provide is very personal and “hands on”, with a focus on simplifying what can often be a ‘jargon-heavy’ industry through clear communication, whether that’s in one-to-one meetings or in staff presentations.

With ‘good member outcomes’ at the heart our governance process, we also have the additional support expertise of our in-house investment team and have additionally been recognised and awarded the coveted Corporate Chartered Financial Planner title for our commitment to excellence and professionalism. This differentiates us from mainstream employee benefit consultancies. Our EB team operates in complete harmony with our private client teams, providing our specialists with shared access to information, if requested by you. The end result is the delivery of a seamless range of solutions that is perfectly able to meet both your business and personal needs.

The division, which forms a substantial part of HFMC Group, manages pension schemes with total assets approaching £200M and represents around 4,500 employees. In addition, we have a substantial book of group risk. As a result, we are able to negotiate competitive terms with leading insurers.

We understand the importance of having an experienced professional in your corner when making important decisions relating to your most important part of your business, your employees. This is why so many clients choose us for their financial advice. Our years of experience mean we will provide unbiased advice and recommendations that take into account your current circumstances and future plans. Contact us today to find out more about how we can help you start rewarding your employees and retain your talent.


  • Pensions (‘Qualifying Workplace Schemes’ / GSIPs / Master Trusts)
  • PMI/Healthcare
  • Auto-Enrolment
  • Wellbeing
  • Group Risk
  • Workplace Education / Guidance
  • Governance
  • Retirement / Exit Planning

Meet the team

Jason Lines

Pension & Employee Benefits Director

Steve Powis

Senior Private Client Adviser

Kirsten James

Employee Benefits Coordinator

Charlie Spencer-Smith

Employee Benefits Coordinator

Kim Laidlaw

Employee Benefits Administrator

Tracy Daltrey

Senior Administrator


Skip to content