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

Email phil.patient@hfmcwealth.com
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)
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