Thomas Dickson

Thomas is the founder and Managing Director. As well as advising clients he mentors our growing team.

He’s a Certified Financial PlannerCM, a Chartered Financial Planner, and holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate.

Raised in Hong Kong, Thomas studied in Birmingham and Tokyo, then started work as a financial adviser in 1993. He set up practice in 1998, before co-founding ‘money4dentists’. In 2007, he set up Essential Money to provide comprehensive financial planning advice to dentists nationwide – renaming it Wealthwide in 2021.

He lives in Kings Heath with his wife Sarah and three children – Alexander, Irene and Phoebe. If he’s not in the office, you’ll find him on his bike or on the tennis court.

Nicky Kenward

A crucial part of our client support team, Nicky brings over 25 years of industry experience and understanding to every situation.

She helps our clients and advisers with all types of administration – making sure everything happens as it should, when it should. And making our clients’ lives a little easier in the process.

Nicky lives with her husband and two adorable cats – Bertie and Pickle. She also supports the local cat rescue charity they came from. In her spare time she loves going to see live bands.

Louis McCarron

Louis began working with us in 2017 and now focuses on supporting business operations, internal IT, and note-taking for financial planning meetings, ensuring our advisers have everything they need.

He is our internal “IT” champion and first point of contact for technical issues across the business.

Outside of work, Louis enjoys cycling and hiking, experimenting with baking and cooking, and caring for his house plants.

Martin Brown

Martin joined us in October 2016 having previously spent 20 years providing financial planning advice to dentists in the North West.

He really enjoys client meetings and working with clients to enable them to achieve their short and long-term financial objectives.

Martin has lots of experience in all aspects of financial planning including; understanding the complexities of the NHS Pension and creating tax efficient investment and estate planning solutions.

Martin's focus on building relationships is at the heart of his financial planning. He takes a life centred, comprehensive approach to help clients remain on track financially.

In his spare time Martin enjoys family life with his wife Alex and 2 sons – Ethan & Jacob & Albus, his Dachshund. Martin also likes to travel, watch cricket, rugby and keep fit.

Lucas Salt

Lucas is our Chartered Senior Paraplanner, providing technical support to our advisers, clients and the wider team.

He works closely with advisers to help deliver clear, well-structured and comprehensive financial advice.

Outside of work, Lucas takes part in the occasional parkrun and is currently undertaking home renovation projects, through which he is developing his DIY skills. In his spare time, he enjoys gardening, reading, and spending time with his partner and young daughter.

Emily Wright

Emily is our Operations Manager and is also part of our Client Relationship team. Emily provides administrative support to our clients and helps ensure we deal with everything promptly and efficiently. 

As our Operations Manager, she’s great at organising and plays a key role in the smooth-running of our business. Including helping to keep operations compliant and efficient.

Emily joined us at the beginning of 2013 and thrives on building relationships and talking to different people every day. She loves being part of a close-knit team.

Outside of work, Emily spends most of her time with her partner, Ben and their son, Charlie, and enjoys socialising with friends and family, good food, and the occasional cocktail.

Ranjit Virk

Ranjit has been working almost exclusively with dentists since 2005. His main focus is advising on wealth accumulation and pension planning, and he also completes the majority of our mortgages and practice finance applications.

Having a wide range of areas to advise on, he can help dentists achieve all aspects of their financial goals. This is especially important with regards to pension planning and selecting the right mortgage to fund the next big move. 

His main joy is exercising and Karate which he loves to do together with his family. Music has been a lifelong passion and he’s been collecting records since the 1990’s. He loves browsing in records shops trying to find Bob Dylan, The Beatles, The Rolling Stones or rare Jazz records.

Daniel Cornish

Daniel has been a qualified financial planner for 8 years and is a Chartered adviser.

He enjoys helping clients plan financially for the life they want to live both now and in the future. He takes a holistic approach to the advice he provides. Using his experience of NHS pensions, tax-efficient investments, he identifies risks and provides comprehensive solutions for his clients.

Daniel says “It’s a real privilege to be able to help people achieve their lifestyle and financial goals”.

Daniel enjoys spending time with his wife and three young children; walking in the Yorkshire Dales and the Peak District; as well as carving out time to keep fit.

Beck Fraser

Beck is our Accounts Manager and makes sure all our books are balanced. 

With over eighteen years experience in accounts, there isn’t much she doesn’t know about spreadsheets, payroll and ledgers.  She’s also a stickler for the finer details. 

Number crunching clearly runs in the family - Beck’s identical twin also works in accounts within dentistry. In her spare time, Beck and her husband Murray enjoy running together and are planning to start competing in races.

Lee Emmans

Lee has worked in financial services since 2004, and has a strong background in customer services. 

He is one of our Client Relationship Managers and assists the advisers in dealing with all the administrative issues relating to client files, arranging and preparing for their Annual Meetings and processing new business. He’s currently studying to take his final exam (provided he passes this he’d be diploma qualified which is the minimum level required to be an adviser).

Lee enjoys cycling his electric bike to work most days (obviously bought tax efficiently through the Bike to Work scheme). He’s married with two step children and five step grandchildren and his dog Coco, all of whom keep him active. He loves sport, especially football, and enjoys a daily run, listening to music, reading (especially Jack Reacher novels) and spending time with his family.

Sarah Chaundler

With a background in broadcast journalism – having worked for the BBC - Sarah creates all our video content.

Sarah enjoys plain and simple language and is on a mission to make all our communications clear and jargon free.

Sarah represented Team GB in Munich in the European Triathlon Championships in September 2022. She lives in south Birmingham with her husband and three lovely children, and as well as keeping fit, loves gardening and playing tennis.

Megan Grice

Megan is a Client Relationship Manager and works closely with Emily, Bhavna, Lee, and Charlotte.

Megan began her career with the firm in an administrative role, building a strong understanding of internal processes, client servicing, and financial planning before progressing into her current position. She brings a friendly, client-focused approach that helps build trust and long-lasting relationships and works closely with advisers and colleagues to ensure clients receive a consistently high standard of service.

When she’s not at work, she enjoys time with friends, keeping active through hiking and Pilates, and discovering great places to eat.

Ilisha Iqbal

Ilisha completed a Law degree before making a successful transition into Finance. She is now a valued member of our Paraplanning team, where she works on suitability letters and research.

Outside of work, she enjoys travelling and exploring new experiences. She describes herself as a social butterfly and values spending time with friends and family. In her spare time, she also enjoys going to raves and keeping active at the gym.

Jess Walker

Jessica is part of our Client Relationship team, providing essential administrative support and helping keep client information and plans up to date ahead of financial planning meetings.

Outside of work, she loves travelling, going out to restaurants, and spending time with friends and family.

Tim Hale

Tim is the Managing Director of Albion Strategic Consulting, an independent investment consulting firm. 

The team at Albion work with us on an ongoing basis, taking on the heavy lifting with our investment process, which allows us to get on with the really valuable financial planning work we do for clients.

Albion sits as a guest member on our Investment Committee providing research, oversight and most importantly, challenging our investment process. This helps provide confidence that the portfolios we offer to clients continue to reflect the best thinking and funds available.

Tim lives in Topsham in Devon with his wife and two teenage daughters. He’s an avid fan of the Exeter Chiefs, can occasionally be spotted on his paddleboard on the Exe estuary, and loves walking on Dartmoor. Tim likes nothing better than a good piece of investment research and has written a book ‘Smarter Investing’ now in its third edition.