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

Markets Unwrapped - April
Financial planning
Markets Unwrapped | April 2026
Pick up where you left off You've read this article
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By Craig Melling
8th April 2026
Women and Succession Planning Webinar
Financial planning
Confident Choices: Women and Succession Planning
Pick up where you left off You've read this article
Victoria Ross 650×650
By Victoria Ross
30th March 2026
26_03_Digital_Article_International_TheFutureOfIHT_BlogGraphics
Financial planning
The future of Inheritance Tax
Pick up where you left off You've read this article
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By Ashley Jones
10th March 2026

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