Phil Patient Email & Phone Number
Executive Director, SMF3 @ HFMC Wealth Ltd (formerly Generic Financial
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Phil Patient Location
- London, GB
Phil Patient Work
- 2018 -now Executive Board Member @
- 2018 -now Executive Director, SMF3 @
- 2018 -now Ambassador to Insuring Women’s Futures @
- 2019 -now Education Champion @
- 2012 -2019 Assistant Examiner @
- 2017 -2018 Head of Advice @
- 2015 -2017 Head of Wealth Planning (business sold) @
- 2011 -2015 Head of Wealth Planning @
- 2005 -2010 Regional Manager @
- 2002 -2005 Independent Financial Planner @
Phil Patient Education
- University of Bedfordshire 2020-2020
- Chartered Insurance Institute 2005-2018
- Durham University
Bachelor of Arts (History)
1995-1998 - Yokohama International School
(Japanese, English, Economics, Chemistry, History)
1993-1995 - Whitgift School 1985-1992
Phil Patient Skills
- Wealth
- Retirement
- High Net Worth Individuals
- Retirement Planning
- Strategic Financial Planning
- Family Office
- High Performance Cultures
- Pensions
- Private Banking
- Inheritance Tax Planning
- Tax Advisory
- Wealth Accumulation Strategies
- Wealth Preservation Planning
- Internal Communications
- Wealth Management
- Divorce
- Financial Advisory
- Investment Advisory
- Risk Management
- Strategy
- Personal Finance
- Trusts
- Relationship Management
- Asset Allocation
- Wealth Management Services
- Investments
- Portfolio Management
- Alternative Investments
- Life Insurance
- Financial Services
- Asset Management
- Financial Planning
- Management
Phil Patient Summary
- Phil Patient, based in London, GB, is currently a Executive Director, SMF3 at HFMC Wealth. Phil Patient brings experience from previous roles at HFMC Wealth and Chartered Insurance Institute. Phil Patient holds a 2020 - 2020 University of Bedfordshire. With a robust skill set that includes Wealth, Retirement, High Net Worth Individuals, Retirement Planning, Strategic Financial Planning and more. Phil Patient has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Phil Patient
Top HFMC Wealth Ltd (formerly Generic Financial Employees
Mark Creed
Financial Planner
United Kingdom
David Andrews
Partner, Head of International Private Clients
London, England, GB
Jeremy Hoyland
Owner
Weybridge, GB
James Roberts
Group Finance Director
Reading, Reading, United Kingdom
Jonathan Bolland
Group Financial Controller
England, United Kingdom
Paul Addison
Director
Walton-on-Thames, GB
Phil Patient
Executive Director, SMF3
London, GB
Nick Rudd
Private Client Director
London, England, GB
Caroline Maxwell
Private Client Director
Guildford, England, GB
Joanna Jenkins
Head of People and Culture
London, England, GB
Animesh Shrestha
Director of Tax
United Kingdom
Mark Waller
Legal and Compliance Director
Crowborough, GB
Paul Jones
Private Client Director
London, GB
Stephanie Whiting
Head of IT
Windsor, GB
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