Wealth Design was founded in 2014. 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
Managing Director & Chartered 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.
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.
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 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.
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.
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 firm is to focus on the commissions for the business and support the running of the business.
Beth has recently entered the world of Financial Services and she is thrilled to be part of such a client-focused team. Beth supports the administrative and adviser team.