Partners

Nigel

Managing Partner

Nigel

Managing Partner

Nigel has in excess of 40 years’ experience in the financial sector and has been managing director and senior partner of DHM and associated companies since 1995, having worked in a senior capacity within the company prior to that date.

As well as dealing with management and compliance issues, Nigel is still very active in advising clients on all aspects of financial affairs, both private and corporate.

He specialises in self-invested personal pension arrangements, both personal (a SIPP) and corporate (a SSAS) and the retirement issues encountered in these areas. Together with his investment portfolio management expertise, he advises on the full range of volatility profiles, from cash portfolios to the more adventurous. Having been in financial services for over 3 decades, he has experienced the investment markets in both good and bad times and therefore is able to give advice in this area not in theory but in practice.

He also has extensive expertise in dealing with corporate demands and their issues relating to financial planning and retirement of senior employees and directors.
Nigel chairs the DHM Investment Committee where investment solutions are reviewed and analysed to ascertain their inclusion or exclusion for DHM Wynchwood LLP's clients.

Jon B

Jon B

Senior Partner

Jon B

Jon B

Senior Partner

Jon joined DHM in 1997 and works as a general practitioner, advising on all aspects of life, pensions and investment business. In addition, Jon has extensive experience of dealing with the financial planning issues of businesses, in particular key person cover and partnership protection.

Jon is a key member of DHM’s Investment Committee, having in excess of 30-years’ experience in the industry.

In his spare time Jon can be found on his bike, regularly riding long miles with his local club, Ludlow CC.

Associate Partners

Hazel

Hazel

Associate Partner & Operations Director

Hazel

Hazel

Associate Partner & Operations Director

Hazel has worked at DHM since 2004, and in the financial services industry for nearly 20 years. In this time she has gained a valuable wealth of knowledge in financial services providers, products, procedures and the management of teams.

In her role as Operations Director she oversees the management of the administration and technical support departments and is responsible for the smooth day-to-day running of the company.

Outside work Hazel’s life revolves around her husband Mark, baby boy Charlie and their dog Soldier, and she enjoys long country walks.

Lloyd

Associate Partner, Chartered Financial Planner and Compliance

Lloyd

Associate Partner, Chartered Financial Planner and Compliance

Lloyd has worked in financial services for over 15 years. He is an Associate Partner at DHM Wynchwood as well as being a Chartered Financial Planner and part of the Compliance team. Lloyd holds specialist qualifications in Pensions (including Final Salary Transfers), Investment Management, Long Term Care and Equity Release.

Lloyd lives in Stratford upon Avon with his wife Emily, their daughter Alice and cockapoo Florence. In his spare time Lloyd is a keen hiker, runner, cyclist and endurance athlete – competing in ultra-marathons, long distance cycle “sportives” and Iron Man triathlons.

He is also a keen fundraiser having raised money for Children in Need, Help for Heroes and the Cystic Fibrosis Trust in recent years through a variety of challenges including ultra-marathons and charity boxing matches. Lloyd is also on the Forces MoneyPlan panel of financial advisers who give free advice and guidance to ex-forces servicemen and women.

Edward

Edward

Associate Partner & Investment Manager

Edward

Edward

Associate Partner & Investment Manager

Edward is the Investment Manager at DHM Wynchwood and a member of the company’s investment committee. His main responsibility is to ensure that the DHM model portfolios are correctly positioned and to research the investments being recommended to clients.

Since graduating from the University of Warwick with an MSc. in Economics he has obtained the Investment Management Certificate (IMC), and has passed Level 1 of the Chartered Financial Analyst program.

Specialists & Advisers

Penny

Penny

Chartered Financial Planner

Penny

Penny

Chartered Financial Planner

Penny is a Chartered Financial Planner with over 40 years' experience in the Financial Services Industry, half of which has been as an Independent Financial Adviser. She is a holistic Financial Planner, paying full attention to effective Taxation and Trust planning.

In addition to Investment and Retirement planning, she has full accreditation in Mortgages, Equity Release and Home Reversion Schemes.

Penny works with Accountants, Solicitors and their clients. She is supported by a strong, competent and enthusiastic team.

Allison

Allison

Mortgage Specialist

Allison

Allison

Mortgage Specialist

Allison is a mortgage and protection adviser and has worked in the Financial Services sector for over fifteen years. She has a broad spectrum of experience and can provide advice on all aspects of mortgages and protection business, including specialist advice on lifetime mortgages and equity release.

In her spare time Allison enjoys travelling.

Josh

Independent Financial Adviser

Josh

Independent Financial Adviser

Josh is a financial adviser, having attained his diploma through the London Institute of Banking and Finance.

He has been in the industry for over five years and was a technical support paraplanner before becoming a fully qualified adviser.

In his spare time Josh enjoys keeping fit and travelling.

Rhodri

Independent Financial Adviser

Rhodri

Independent Financial Adviser

Rhodri completed his degree in Economics in 2017 and completed his training to become a Qualified Financial Adviser in 2020. Rhodri has experience with Discretionary Fund Management firms and specialises in Personal Injury, Court of Protection and Trust cases. Rhodri also provides advice on Retirement planning, Investment advice, Personal and Business protection, and Estate planning.

Whilst originally from West Wales, Rhodri now lives in Cardiff with his partner Emily. He is an avid Runner, Swimmer, Climber and Rugby player as well as being the founder of an Elite Rugby 7s team which he runs with his friends and Semi/Professional Rugby players from across the UK.

By the end of 2023 he hopes to complete his Advanced Diploma exams to become a Chartered Financial Adviser.

Harry

Senior Account Manager

Harry

Senior Account Manager

Harry started in the Technical team in March 2019, after spending the previous few years in recruitment in both London and Cheltenham. Harry is working hard towards his level 4 Diploma and further expanding his knowledge in financial services.

Senior Staff

Kay

Client Operations Manager

Kay

Client Operations Manager

Kay is our Client Operations Manager and has been in the financial services industry for in excess of 16 years. Before that she worked in general insurance reaching the qualification level of ACII (Associate of the Chartered Insurance Institute).

Outside of work Kay has a close knit family and enjoys spending time with her Grandchildren, walking, reading and taking part in pub quizzes. She is also the Secretary of her village charity fund raising committee, helping to raise over £60,000 for local charities over the past 14 years.

Client Operations Support

Josh

Client Operations Executive

Josh

Client Operations Executive

Josh has recently moved to the Technical team after being promoted from our Administration team. He is Mortgage advice qualified and is working towards his level 4 Diploma in Financial Planning.

Chris

Client Operations Executive

Chris

Client Operations Executive

A CII qualified Financial Planner, Christopher brings a range of holistic business experience, including an MBA from the University of Leicester.

Outside of work he enjoys spending time with his family, is a keen sports fan and member of Warwickshire County Cricket Club. He is also a school governor, serving on the school’s Finance Committee.

Hannah

Client Operations Executive & Mortgage Administrator

Hannah

Client Operations Executive & Mortgage Administrator

Support Staff

Rebecca

Client Services Administrator

Rebecca

Client Services Administrator

Originally from a general insurance background with NFU, Becky moved back to live in Stratford. She has been at DHM for 5 years now.

Rebecca enjoys strength training and fitness in her spare time, as well as spending time with her teenage daughter and creative hobbies such as knitting and glass painting.

Sharen

Client Services Administrator

Sharen

Client Services Administrator