About Ed Wilby

I have been working in financial planning since 2011, after an earlier career in investment banking, and joined HFMC Wealth in August 2020. What I enjoy most about my role is the opportunity to contribute to clients’ future aspirations, working alongside them and developing financial plans that provide the freedom for them to enjoy their lives. My clients are a diverse group, from young professionals with disposable income who are planning for their futures, to those who have achieved success and are now looking for guidance managing their wealth for retirement. Over the years I have built up close relationships with many clients. I enjoy sharing in significant milestones in their lives. Taking the time to really get to know my clients and understand what matters most to them means that they see me as someone they can trust and who is genuinely interested in them and their financial objectives. My aim is to help people understand the implications of the financial decisions they are making and provide guidance that will help them to achieve their most important goals. If they go away from a meeting with me feeling energised and confident that gives me a deep sense of satisfaction. I'm a Chartered Financial Planner and a Fellow of the Personal Finance Society. Outside of work I enjoy playing and watching sport and serving as a patron to various art institutions. Weekends are dedicated to spending time with my young family.