Phil Patient

Partner and Group COO, HFMC Wealth

Phil Patient

Partner and Group COO, HFMC Wealth

Biography

Phil is Group Chief Operating Officer and an Executive Director for HFMC Wealth, an award-winning independent firm of financial planners and wealth managers focused on high net worth private clients.  He is a Chartered Financial Adviser as well as being a Fellow of the Personal Finance Society and an Ambassador for Insuring Women’s Futures to improve women’s lifelong financial resilience.   Phil has responsibility for defining and supporting the business technology strategies across the organisation as well as delivering the M&A strategy for the Group, integrating the client and back office propositions into HFMC Wealth.

He has 25 years’ experience leading financial planning, wealth management, and employee benefits firms and divisions, including roles at C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming, the largest International Family Office in the EMEA region).

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