Phil Jelly

About Me I have worked at HFMC Wealth since 2007 and moved into the role of a Private Client Director in 2012. I love meeting people and taking the time to understand what is most important to them and to their families. Understanding this helps me to develop a strategic plan for them, which removes their anxieties, allowing them to spend more time enjoying their lives. Their plans are reviewed year on year to reflect any changes in their lives, or a shift in their personal goals, ensuring they remain on track to achieve everything they desire. Helping to simplify client's financial lives and allowing them to lead the life they want to lead without any stress or anxiety, provides me with the greatest satisfaction. Likewise, being the person to whom my clients turn for advice and financial planning is one of the most rewarding aspects of my job. Beyond work I love to travel the world with my wife, exploring different cultures and scenarios. I also have a passion for running. Marathons have been my biggest challenge to date and I have taken part in races throughout the UK and many [...]