People

Richard specialises in helping clients achieve their objectives and ensuring they are able to live the life they want without the fear of running out of money. He does this by listening to clients, asking intelligent questions and assisting them in making smart decisions.

Under Richard’s stewardship DJH Wealth challenges conventional thinking and inspires clients to take action. Richard is an authority on financial planning and investment consulting. Richard works for business owners, individuals, their families and trustees. When clients engage with Richard they achieve their goals, reduce tax and have a successful investment experience.

Richard has been in the financial services sector since 1998. After qualifying at Mercer HR Consulting, where he worked for 8 years helping to deliver financial planning strategy to senior executives, business owners and wealthy private individuals, he joined DJH Wealth in 2006.

Richard is an Associate of the Chartered Institute for Securities and Investment and holds a number of advanced level qualifications covering areas such as taxation, trusts, personal investment and pensions. Richard has also achieved a Diploma in Financial Planning (Dip PFS) qualification from the Chartered Insurance Institute.

Richard is married to Kate. He has 3 children, Tilly, Jack and Parker, and enjoys all aspects of family life. Richard is a keen sportsman and plays golf and football regularly. He has previously been competitive in badminton, volleyball and triathlons.

Terry helps clients achieve the life they want without the fear of running out of money. By getting to know his clients, understanding their goals, aspirations and concerns, Terry creates intelligent solutions that are right for them.

Terry has experience working with individuals, their families, business owners and trustees, assisting them to gain clarity over their current situation and their desired goals. Terry helps his clients to manage their finances throughout their life, not only to reduce tax but also to create and maintain wealth, helping them live life their way.

Terry’s career in financial services started following graduation from university in 2009, he joined the DJH Wealth team in January 2014. Terry has experience in all aspects of financial planning and is an active member of the Chartered Institute for Securities and Investment having hosted many of its regional events. He holds advanced level qualifications covering all areas of financial advice and is on course to achieve both Chartered and Certified status.

Outside of work Terry likes to spend time with his wife Laura and his son Olly, travelling and playing football (injury permitting).

Dianne is an experienced financial services professional. Following a career as a research and development chemist, Dianne joined the industry in 2003 and used her skills and knowledge to successfully transfer into the role of lead paraplanner. Dianne combines client facing time with research, analysis and plan preparation to ensure we identify solutions for clients and communicate them in a timely and consistent manner. Out of work Dianne is married Carl and they have 3 children. A keen traveller, gym enthusiast and family time are all important to Dianne.

Emma works in our clients services team. Having spent her career in financial services Emma has been with us for over 13 years. Over that time she has built relationships with many of our clients through her diligent approach to client service. Her role in supporting our financial planners ensures we only deliver a first class service to our clients.

Ange has worked in the Financial Services industry for nearly 30 years in a number of roles. Having been with us for over 16 years she’s one of our longest serving employees. Often in regular contact with clients, Ange plays an important role in ensuring we deliver on our service promises.

Employed as the Finance Manager of DJH Wealth Management reporting directly to the Finance Director and Managing Director. The role was created due to legislative changes and the need for up to date Management Information to run the business which was previously produced on a 6 monthly basis.

Many people regard me as having an outgoing personality, good conversation skills, with the ability to relate to a wide range of people. I have worked across various industries including mortgage broking, employee benefits and more latterly as a National Accounts Manager for Proctor and Gamble in the FMCG Industry.

Outside of work Kate is married to Richard. A full time mother to Tilly, Jack and Parker in addition to working within DJH. I enjoy taking part in all sorts of sporting activities, including Hockey, Netball and Swimming. I am a full time member at a gym, which I attend four times a week.

Paul is a Director of DJH Wealth Management and it’s partner business DJH Accountancy. He has extensive experience in dealing with challenges which arise from within the corporate market. He provides clarity of thought accompanied by innovative business ideas.

He advises both established and developing owner-managed businesses in all areas of finance. His portfolio includes large corporates, businesses and individuals from within the healthcare sector and professional sportsmen.

Paul has vast experience in many other industry areas including construction, manufacturing, consultancy, elderly care and ceramics.

Chris is a Director of both DJH Wealth Management and it’s partner business, DJH Accountants. With a broad client base across commerce and industry from sole traders to SMEs, Chris has extensive experience of helping businesses develop. He specialises in business planning, with a special focus on professional partnerships. He possesses a broad knowledge of engineering and construction industries.

Chris purveys a genuine interest in our clients businesses and will for their success. He shines with his ability to guide individuals through the pitfalls of commerce from day one of deciding to start up in business.