Phil Patient FPFS

Phil Patient FPFS

Executive Director

Who do I work with?

I am privileged to work with clients I respect and admire; creating smart solutions for them and helping them mould their wealth to their lives, sharing their amazing life journeys along the way. I specialise in cash flow planning, asset structuring, pension transfers along with the technicalities of estate and succession planning.

About me

I am married with two children, having met my wife overseas whilst living in Japan. I love great wine, fantastic food and enjoy watching rugby and playing tennis. I am straight talking, and am inspired to help people use their wealth to be good to themselves and compassionate to others. I volunteer with the Personal Finance Society to help educate young children about finance and am an Ambassador for Insuring Women’s Futures, seeking to bring financial equality for women.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

Contact Info

Location Home Counties, London
Specialisms High Net Worth Private Clients, Cashflow Planning & Modelling, Retirement Planning, Pensions & Divorce
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6), Pension Transfer Specialist, Long Term Care (CF8)
You are now leaving the HFMC Group of Companies websites
Skip to content