The people behind Wealth Solutions.

Meet our dedicated team of financial planners, paraplanners, administrators and key people who strive to help make our clients’ goals achievable…

Simon Redhead Dip PFS
Managing Director

I am Managing Director of Wealth Solutions and started the business in 2008, almost in the midst of the financial crisis. From this humble start the clients, staff...
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Tim Forsyth APFS
Director & Chartered Financial Planner

I started in Financial Services in 1980 with a Building Society, then specialising in mortgages. I progressed my career with several Life Assurance...
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Dan Baylie BSc Hons, Dip PFS
Financial Planner

A Financial Planner with over a decade of experience in the financial service & consultancy industry. Working with clients at the beginning of their financial...
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Steve Elliott BSc (Hons) DipPFS
Financial Planner

I have worked in Financial Services for over 25 years, spending over 20 years as an Advisor and Area Manager at Nationwide Building Society. I was very keen...
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Ian MacVarish CeMAP, CeFA & DipFA
Financial Planner

I have worked in financial services for over 20 years, I was one of Nationwide Building Society’s youngest Financial Planning Managers before moving...
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Kelly Russell BA (Hons) Dip PFS
Financial Planner

I started in Financial Services as an administrator straight after University and as I am slightly weird and love taking exams, I continued studying and over several years...
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Matthew Lendon
Financial Planner

I have over 17 years of experience in Financial Services, with the last 12 years working as a Financial Adviser and previously as a Private Banking Relationship Manager...
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David Glasbey BSc (Hons) DipPFS
Financial Planner

Having built a highly-respected financial planning firm, I am now successfully integrating clients within Wealth Solutions...
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Sharon Edwards-Beer
Operations Manager

I started my career in Financial Services when I left school. I have mostly worked in small, bespoke IFA businesses because I enjoy the client interaction and am...
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Kay Burke
Data & Systems Manager

I joined Wealth Solutions in July 2019 as a member of the team initially in Leamington, which later moved to Warwick. Having over 30 years experience in Back Office...
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Kelly Knowles LL.B (Hons) DipPFS
Head of Paraplanning

My role as Head of Paraplanning involves overseeing our team of paraplanners to provide research and financial reports...
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Kelly Shephard
Team Leader

I started working in Financial Service 5 years ago and joined Wealth Solutions in September 2017 where I have progressed from Administrator to the role...
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Charlie Thornton
Team Leader & Group Schemes Co-ordinator

Having graduated from University with a Psychology degree I was not sure what to do next. I decided to look at a career in finance and working as an administrator...
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Ian Sherwood
Compliance

I have worked in Banking and Financial Services, previously with NatWest and Coutts for 38 years. I am now enjoying the move to the IFA world with Wealth Solutions...
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Harjit Rana
Specialist Project Assistance

I started my career in Financial Services with Confederation Life in 1989. After taking redundancy in 1999 I then moved to Ault Independent Financial...
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Mrs Shigufta Begum
Paraplanner

I have worked within the Financial Services most of my working life and have been back to paraplanning for 7 years now. My role is to provide the advisers...
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Vicky Williams
Office Manager

I have been in Financial Services for over 33 years starting in the Head Office of GA Life back in 1989 as an office junior (school leaver). I moved into the IFA Administration...
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Heather Whitehouse
Financial Services Administrator

My career in finance started 5 years ago when I returned from a year travelling and working in New Zealand. I was looking for a job and applied for a role as...
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Jayne Ison
Administration Assistant/Receptionist

I have worked in the Financial Services industry since 2002, working for Zurich and HSBC over a combined period of 17 years before joining the world of...
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Kathryn Cunningham
Financial Services Administrator

I am an experienced financial services administrator, having worked for more than 30 years in the Industry. Over twenty years with AXA beginning...
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Debbie Hampshire
Administration Support

My life at Wealth Solutions began with 3 weeks in the office at Warwick followed by lockdown so working from home quickly became the norm...
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Sophie Barnett
Administration Support

I joined Wealth Solutions January 2021 and am enjoying . I am very much at the early stages of my career path and am enjoying learning new skills in my role...
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James Gleeson
Administrator

I spent three years at the TSB Bank and the Scottish Life Assurance company, before joining Brannan Phillips Independent Financial Advisers in April 1999...
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Chris Barnes
Administration Support

My background is predominately in customer service but I have branched out into the finance sector, starting originally as a customer representative...
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Candice Jin
Administration support

My earlier career focus was about assisting clients in finding suitable property for investment purposes. After a few years I tried to transition myself into more of an...
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James Preston BA (Hons), DipPFS, Cert CII

I joined Wealth Solutions after a 3 year graduate scheme at NFU Mutual that I started straight out of University. The degree I completed was in Accounting...
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