Edward Wilby FPFS

Who do I work with?

My clients are a diverse group, from successful individuals to business owners, who are planning for their futures and now looking for guidance managing their wealth for, and in, retirement.

I have built up close relationships with clients over many years, and 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.

My aim is to help clients to put together a financial plan where I am able to genuinely deliver the financial outcomes that the client is looking for. I always strive to ensure that people understand the financial decisions they are making and what they need to do to achieve their goals. It gives me a deep sense of satisfaction when clients leave a meeting feeling energized and confident about their future.

About me?

Originally from Harrogate, North Yorkshire, I have been working in financial planning for over ten years, after an earlier career in The City in investment banking. I joined HFMC Wealth in 2020.

Outside of work I enjoy playing and watching sport, and serving as a patron to various cultural institutions, such as the Victoria and Albert Museum. Weekends are dedicated to spending time with my young family.

Other qualifications

• Fellow of Personal Finance Society (FPFS)