Phil Patient, HFMC Wealth
Phil Patient
group COO
HFMC Wealth

Phil is a Partner and Executive Director at HFMC Wealth, a multi-award winning high net worth IFA business, and is also an industry commentator & speaker.

As a business leader, he is responsible for HFMC Wealth's advice and service proposition, operational efficiency and the M&A programme working both pre-deal and through integration to deliver the firm’s ambitious 5-year growth plan.

Previous roles include being Head of Wealth Planning at both 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).

Email: philp@mmi.com
My Sessions
TRACK B: FINANCIAL PLANNING M&A: THE TRUE STORY
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Panel discussion