Our Team

Wealth Design was established by Directors David Philips and Steve Bennett, who previously worked together for many years, alongside other members of the team, Simon Westwood and Kiran Mann. Together we have a wealth of shared commitment and drive, and in addition to a strong sense of supportive teamwork our passion is to provide excellent customer service and value for money.

We enjoy the long term associations we have developed with our clients but are always keen to build new relationships. If you choose to explore our unique offering at Wealth Design, you will receive a warm and friendly welcome and we look forward to getting to know you. Please meet the team ..
David W. Philips, DipPFS
Director & Financial Planner

David has worked in financial services since 1987, including many years with major names in the sector, with a particular specialism in advice about pensions. With that wealth of national company experience behind him, his mission now is to utilise it in a smaller more personal environment. View David's CV.


Steve Bennett, DipPFS
Director & Financial Planner

Steve worked in various areas of banking from 1989 to 2012, including regulated sales and independent advice for high net worth clients. He brings to Wealth Design considerable experience in inheritance and pension planning. View Steve's CV.


Simon Westwood
Head of Paraplanning

Simon started his working life after studying accountancy and mechanical engineering with 15 years in manufacturing industry before entering the world of finance in 1989 as a mortgage broker and later as a financial adviser.


Kiran Mann

Kiran has a varied background, with experience in sales, mental health and teaching English in Hungary. She moved into the marketing side of financial services in 2012 and having enjoyed learning about the sector she is now more involved in the financial side and studying for industry qualifications.


Gemma Oliver
Senior Financial Adviser

Gemma has 13 years of banking experience. Starting as a cashier in 2003 and working up to management before switching to financial planning in 2006. Gemma worked as a qualified financial adviser for a high street bank looking after both personal, business and high net worth clients. View Gemma's CV.
Scott Flemings
Financial Planning Director

Scott holds a Diploma in Financial Services and is close to achieving both Chartered and Fellowship status. Scott is very client-driven, ensuring he provides the highest level of service by giving high quality advice.

Scott’s experience comes from advising both personal and commercial clients in respect of
advice in pensions, investments, life assurance, inheritance tax planning, mortgages and group schemes.

Scott has worked in financial services since 1996 and was a financial adviser in the banking sector working his way up to Specialist Advice Area Director. View Scott's CV.
Fiona Holt

Fiona has worked in financial services for almost 30 years. She holds the FPC qualification, being one of the first to attain it when it was first developed. She is very proud of the level of service she has provided to clients over the years and has always put the client’s needs first by offering a very high standard of administrative support.

She has been based in Streetly for some 21 years and in that time, has not only seen the business expand but has also seen her family expand to now having grandchildren which takes up any spare time she had.
Chris O'Meara
Senior Financial Adviser

Chris has been a financial adviser for over 30 years. He has a Diploma in Financial Planning. Chris has worked extensively alongside solicitors, providing financial planning for serious /catastrophic injury cases and Court of Protection deputies. He also gives more general financial advice to families and individuals. Meet Chris here by watching his video.

In terms of experience Chris bucks the trend when it comes to financial advisers. His time at Irwin Mitchell means that he was involved in cases from a much earlier stage than most advisers and has a wealth of experience working from the point of view of a law firm. Many independent financial advisers think that because they've worked on one or two injury cases, they're experts in the field. However, Chris' experience means that he lived and breathed these kinds of cases for a significant part of his career. View Chris' CV.
Andrea Bennett
Practice Administrator

As the company has grown and the Wealth Design Group was established Andrea is responsible for supporting the growth through careful financial management.

Andrea has been in financial services since she left school at 16, starting at Lloyds Bank. Andrea is a fully qualified Mortgage Adviser.

Beth Evans
Practice Administrator

Beth has recently entered the world of Financial Services and she is thrilled to be part of such a client-focused team. Based in Streetly, Beth supports the administrative and adviser team.