About Us

Daryl has worked in financial services since graduating from Warwick University in 1998, so brings to the table over 20 years of industry experience. His success has been built on building long-term trusted relationships with clients which centre around the core values of openness, honesty and integrity.
Daryl says the ethos of the firm is to put clients “at the centre of everything we do” and is passionate about delivering a first class service to his clients
Daryl is both a Chartered Financial Planner and a pension transfer specialist
When he is not helping his clients, Daryl is kept on his toes by his two children and enjoys walking and family holidays. As well as his two children, Daryl and his wife Sarah also have their beloved German Shepherd, Kira, who is a guide dog mummy.

Phil has been running his own wealth business since 2012 and SL Wealth since 2022, previously having spent most of his career as a financial adviser within the UK Banking sector.  

Phil works closely with Corporate and Private Clients as well as trusted professionals, to create strategies to manage wealth as well as advising on Investments and retirement planning. He strives to help clients understand their needs ensuring there is a balance between risk and return.

Phil's vision for SL Wealth is to maintain and grow our client bank with excellent personable service. The secret to the success of this is having a team of highly skilled advisers backed up by an excellent admin team, meeting client expectations and where possible exceeding them. Our main objective is to deliver to our clients strengthening existing relationships and bonds.   

Outside of work, Phil loves to spend time with his family and at weekends follows his local football team.

Andrea has previously enjoyed a successful career in the banking industry for over 20 years culminating in the running of a large high street branch. Andrea then ran the accounts department in a large manufacturing business before joining her husband Phil in 2017 to help in the day to day running of his business. Andrea brings a wealth of experience in both customer services and financial services.

Over the years Andrea has developed a good understanding of how financial advice helps clients and believes that we add value through what we do, seeing this from a customer service perspective in the banking industry to now in a financial advice business.

In her spare time Andrea enjoys family holidays and reading.