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

Lloyd

Associate Partner, Chartered Financial Planner and Compliance

Lloyd

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 and Long Term Care. He is currently working towards further compliance and specialist qualifications.

Lloyd lives in Stratford upon Avon with his wife Emily and their 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. In 2019 Lloyd will again be raising money for the Cystic Fibrosis Trust whilst aiming to run 100-miles in 24-hours. 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

Sheila

Sheila

Pensions Manager

Sheila

Sheila

Pensions Manager

Sheila King has been working in the Pensions Industry for over 20 years. She has had considerable experience dealing with pensions both in industry and as an Independent Financial Adviser.

Servicing a large number of corporate clients, Sheila has increasingly specialised in the technical aspects of pensions for company directors and their employees - this work includes helping employers to meet their legislative pension’s obligations.

Sheila has gained the following qualifications: Chartered Institute of Insurance Advanced Examination in Pensions (G60) and the Financial Adviser Certificate in Trustee Pensions Knowledge.

Sheila lives in Solihull in the West Midlands.

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

Financial Adviser

Josh

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.

Senior Staff

Barry

Barry

Consultant

Barry

Barry

Consultant

Barry has been with DHM since 1995, having worked in the Financial Services sector for well over a decade prior to joining the company.

With a broad spectrum of experience from inheritance tax planning to pensions and investments, he now works as a consultant for DHM on financial planning cases, following a long and successful career as a financial adviser.

Barry is married with two grown-up daughters. He lives in Bromsgrove, West Midlands

Eileen

PA

Eileen

PA

Eileen has been PA to Nigel Foster for over 14 years and in addition to the usual tasks undertaken in such a role, she is also involved in the selection of best value products and services within the company.

Her main outside interest is in organising and playing league tennis and until recently she was a leader in a local scout group.

Kay

Administration Manager

Kay

Administration Manager

Kay is our Administration Manager and has been in the financial services industry for in excess of 10 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 looking after her Granddaughter, reading, and pub quizzes. She is also the Secretary of her village charity fund raising committee, helping to raise over £50,000 for local charities over the past 12 years.

Technical Support

Harry

Harry

Technical Support

Harry

Harry

Technical Support

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.

Sarah

Technical Support

Sarah

Technical Support

Sarah has been with DHM Wynchwood for nearly a year, having previously worked in administration roles within the pensions industry. Sarah recently moved into the Technical team where she supports Financial Advisers and our clients. In her spare time Sarah sings in a number of bands and has performed throughout the UK.