The Wealth Design Group was established by Directors David Philips and Steve Bennett, who previously worked together for many years. 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.
David W. Philips, APFS
Director & Chartered 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.
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.
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.
Sharon Gilbert, Dip PFS
Sharon has worked in Financial Services for over 20 years, the majority of which time she has spent as a paraplanner. She enjoys her role as a paraplanner, researching and making sense of the options available to clients and them putting them across in an understandable way. She is Diploma qualified and currently taking her advanced industry assessments.
Gemma Oliver, APFSSenior Financial Adviser & Chartered Financial PlannerView 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.
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.
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.
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.
Hannah Price, MBA
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.
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.
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.
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.
With a variety of experience Linda has joined the Cannock office supporting the team as an administrator. Her responsibilities are wide ranging and she is an enthusiastic member of the team. Linda works well under pressure and takes great pride in all she does. Linda is Cannock born and bred.
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 commissions for the business.