Our Team

The Wealth Design Group was established by Directors David Philips and Steve Bennett, who previously worked together for many years, alongside other members of the team. They founded Wealth Design Limited in 2014 and in 2016 acquired Streetly-based financial adviser Hunter & Co (IFA) Limited. Wealth Design Group Ltd was founded in 2016. In 2018 Scott Flemings joined David and Steve as a Director.

Our team has 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 and 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.
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David W. Philips, DipPFS
Director & Financial Planner

View David's introductory video. David has worked in financial services since 1987, including many years with major names in the sector, and 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.
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Steve Bennett, DipPFS
Director & Financial Planner

View Steve's introductory video. 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.
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Scott Flemings, FPFS
Director & Chartered Financial Planner

View Scott's introductory video. Scott is a Chartered Financial Planner and his 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. View Scott's CV.
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Hannah Price, MBA
Marketing Director

Hannah has been heading up the firm's marketing since June 2015 and is responsible for developing the client experience. She is a Director of Wealth Design Marketing Ltd, which delivers on initiatives within the Group and externally delivers branding, marketing and training to other professional services firms and Wealth Design's clients. View Hannah's CV.
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Chris O'Meara, DipPFS
Senior Financial Adviser

View Chris' introductory video. 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. View Chris' CV.
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Gay Nebel, Chartered Financial Planner
Consultant

Gay is a Chartered Financial Planner. Her specialities include advising on Small Self-administered Schemes (SSAS) and Self- Invested Pension Schemes (SIPP). She has worked with Company Directors and their families since joining the industry straight after University. View Gay's CV.
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Gemma Oliver, APFS
Senior Financial Adviser & Chartered Financial Planner

View Gemma's introductory video. Gemma is a Chartered Financial Planner and has been financial planning since 2006. She worked as a financial adviser for a high street bank looking after both personal, business and high net worth clients. Prior to this she has 13 years of banking experience, starting as a cashier in 2003 and working up to management. View Gemma's CV.
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Richard Clarke
Group Business Manager

View Richard's introductory video. Richard worked for many years in his family business and latterly as a Maths Lecturer. Richard’s role in the group is to focus on the operations of the business ensuring things run smoothly and to make things happen. Richard is principally based in the Cannock office.
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Kiran Mann
Trainee Financial Planner

View Kiran's introductory video. 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.
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Fiona Holt
Group Paraplanner

View Fiona's introductory video. Fiona has worked in financial services for almost 30 years and she has been based in Streetly for over 21 years. She holds the FPC qualification. Fiona has taken the step up from Practice Manager to Paraplanner, putting her in an even better position to continue providing high-quality customer service.
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Anthony Coyle, DipFA
Group Research Analyst

With over a decade's experience as a paraplanner Anthony brings his analytical skill set to the group and is able to research the market to propose recommendations which will best fit a clients' needs. He works with the advisers to recommend solutions for clients and has a flair for working on particularly complex cases.
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Andrea Bennett
Practice Administrator

View Andrea's introductory video. Andrea supports the advisers and paraplanners in the Cannock office. Andrea has been in financial services since she left school at 16, starting at Lloyds Bank. Andrea’s responsibilities also include managing the Group’s finances.
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Laura Flemings
Practice Administrator

Laura works alongside Andrea supporting the advisers and paraplanners. She has a highly methodical approach. Previously she worked as a self-employed Health and Safety Trainer for the last 10 years, developing and delivering courses across a range of industries. Prior to this Laura worked for Local Authorities in a variety of administration and team leader roles.
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Beth Evans
Practice Administrator

View Beth's introductory video. 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.
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