Phil Jelly DipPFS

Phil Jelly DipPFS

Private Client Director

Who do I work with?

Financial planning continually evolves, as life progresses and as a result, I have a close partnership with my clients, to ensure they continually stay on track.

I work with clients from all walks of life, medical, pharmaceutical, arts and entertainment, retail and professionals. Most of whom have very busy lives, but they are looking for a safe pair of hands to provide them with financial planning, so they can achieve their personal goals.

About me?

Having started my career in financial services as a Cashier at NatWest, I had the privilege of learning very early on, that we are all unique in our own special ways.

I moved to HFMC Wealth in 2007 and on arrival, I continued to gain experience in providing financial advice to clients, by supporting two Partners of the company.

In 2013, I became an adviser, focusing primarily on private clients. Since then, I have become a Partner and shareholder in the company.

Beyond work, I love to travel the world with my wife, exploring different scenery and cultures. I also have a passion for cycling and running. Both sports have allowed me to take part in challenges around the UK and in many countries around the world. One challenge I have completed recently, is cycling round the North Coast 500 in Scotland.

Contact Info

Location Home Counties, London
Specialisms Cashflow Planning & Modelling, Retirement Planning, High Net Worth Private Clients
Qualifications Diploma in Financial Planning (RQF Level 4)
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