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. More recently, we have joined forces with Streetly-based financial adviser Hunter & Co. Together 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

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

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, DipPFS
Financial Planning Director

Scott holds a Diploma in Financial Services 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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Richard Clarke
Group Business Manager

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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Gemma Oliver, DipPFS
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.
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Ross Whittle, DipFA
Head of Professional Connections

Ross has worked in the Financial Services profession since 1987, taking senior roles encompassing Tax Consultancy and Private Client solutions. He is Diploma-qualified and has worked extensively with other Professional Intermediaries and developed practical solutions for clients with significant wealth and business interests. View Ross' 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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Chris O'Meara, DipPFS
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. View Chris' CV.
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Simon Westwood
Group Research Analyst

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. He began as a mortgage broker and later worked as a financial adviser.
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Kiran Mann
Trainee Financial Planner

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

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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Andrea Bennett
Practice Administrator

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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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.
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Laura Flemings
Practice Administrator

Laura has 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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