Philip Healey

Chartered Financial Planner
Connect with Philip
London
Philip-Healy

With eight years at Progeny and fourteen years of experience in the personal finance sector, Philip brings deep expertise and a thoughtful approach to financial planning. His work centres on uncovering the “why” behind each client’s wealth—understanding the goals money is meant to achieve, and just as importantly, what it isn’t. Once that purpose is clear, Philip creates a tailored financial plan designed to help clients reach those goals, offering guidance on the financial products and strategies that support them.

Based in London and working primarily across the Home Counties and the South Coast, he is a Chartered Financial Planner with a particular focus on business owners and retirement planning.

Outside of work, Philip enjoys running through the woods near his home. He has a young family that keeps him busy, but still finds time to serve as a bellringer at his local church.

Insights from Philip

UK Autumn Budget Webinar
Financial planning
The UK government’s new pension and Inheritance Tax reform from April 2027
Pick up where you left off You've read this article
Philip-Healy
By Philip Healey
23rd July 2025
NB – 1920 – McCloud Pension
Financial planning
How will the McCloud judgement affect my pension?
Pick up where you left off You've read this article
Philip-Healy
By Philip Healey
27th October 2023

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