Jeff Rubenstein
December 2023
Congratulations to our client, HFMC Wealth, on the acquisition of Harford Financial Ltd, a well-known mortgage brokerage business, which was completed on 30 November 2023.
We are proud to have supported HFMC Wealth on their fourth corporate acquisition in 2023 which speaks to their persistent and successful long-term growth strategy. This deal will expand HFMC’s offering with respect to wealth planning, investments, tax compliance and mortgages, by bringing additional capability in bridging loans, commercial finance and development loans.
The Lawrence Stephens’ Corporate team was led by Director and Head of Corporate Jeff Rubenstein, with key support from solicitors Izzy Moran and Carla Bernstein and Trainee Solicitor Avni Patel, while the banking side of the transaction was managed seamlessly by Associate Aashay Knights and Solicitor Lucy Cadley.
Jeff Rubenstein commented: “We are delighted to have completed another deal for our well established and extremely valuable client, HMFC Group. Once again, I am extremely proud of our team’s performance in managing to conclude this transaction in a speedy and seamless manner for HFMC. This is an exciting development for them and we are delighted to be a long-term partner to their continued growth.”
Phil Patient, Group Chief Operating Officer at HFMC Wealth, commented: “We are thrilled to continue a strong year of acquisitions for HFMC and to continue working with the crucial assistance of the team at Lawrence Stephens, who handled this transaction swiftly and with the utmost professionalism and attention to detail. We look forward to continuing that relationship in 2024 and beyond”.
Click here to learn more about the acquisition.
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