About WDS Wealth Management
Jack Hewitson
Jack Hewitson is a Director and Equity Partner of WDS Wealth Management Ltd. He provides holistic investment and financial planning advice, working with clients to ensure their financial arrangements are well-placed to help them achieve their goals over the long term.
Jack has a background in fund management gained at one of the UK’s largest investment managers, which informs his approach to investment planning and portfolio advice. He is a member of the Chartered Institute for Securities and Investments (CISI).
Following a period working overseas, Jack is also a competent Mandarin speaker. He is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
Neil Blann
Neil Blann is a Director and Equity Partner of WDS Wealth Management Ltd, with over 30 years experience working within financial services. He advises private individuals, business owners — including sole traders and company directors — trustees and charities on a wide range of financial planning matters.
Neil has worked with many of his clients over a long period of time, building relationships focused on helping them achieve financial security through their working life and into retirement. His approach is holistic — looking at the full picture of a client’s financial position rather than advising on individual products in isolation.
Neil is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
Sam Dillon
Sam Dillon is an Independent Financial Adviser at WDS Wealth Management Ltd. Having joined the firm as a Paraplanner, Sam developed his expertise in financial research and planning before progressing to become a qualified Independent Financial Adviser — a career path that reflects his commitment to the profession and the firm’s investment in developing its people.
Sam provides holistic investment and financial planning advice, helping clients understand their options and work towards their personal financial objectives and long-term financial security. His background in paraplanning means he brings a thorough, research-led approach to client work.
When he is not with clients, Sam is usually on the golf course. He is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
Vicki Wilkinson
Vicki Wilkinson is a Chartered Financial Planner at WDS Wealth Management Ltd with 25 years industry experience spanning compliance, financial advice and management. She is a Fellow of the Personal Finance Society — one of the highest professional designations available in financial planning in the UK.
Vicki specialises in holistic financial planning for clients with more complex financial needs, including retirement planning, estate planning, tax-efficient investing and protection. Her approach brings together all aspects of a client’s financial position to develop a plan that is genuinely tailored to their circumstances and goals.
Vicki is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
Callum Jackson
Ethan Forrest
Jonathan Usher
Natasha Pointon
Paul Holmes
Where are WDS Wealth Management offices?
We serve clients across Yorkshire from offices in Bradford, Elland, Huddersfield, Leyburn, Northallerton and York. We can also meet clients by video call where preferred. Initial consultations are free and without obligation.
Does WDS Wealth Management work with business owners?
Yes. We work with business owners on retirement planning, pension contributions, business protection and exit planning. Being part of the wider WDS group means that for clients who use both services, financial planning and tax advice can be considered together — something rarely possible when the two are handled by entirely separate firms.
What qualifications does the team hold?
The team holds a range of professional qualifications, including Chartered Financial Planner (Vicki Wilkinson), Fellowship of the Personal Finance Society (Vicki Wilkinson), and membership of the Chartered Institute for Securities and Investments (Jack Hewitson). All advisers hold the qualifications required by the FCA to provide independent financial advice.
How experienced is the WDS Wealth Management team?
WDS Wealth Management is led by Neil Blann and Jack Hewitson, both Directors and Equity Partners with decades of combined experience in financial services. The team also includes Vicki Wilkinson, a Chartered Financial Planner and Fellow of the Personal Finance Society with 25 years’ industry experience, and Sam Dillon, a qualified Independent Financial Adviser who progressed through the firm from Paraplanner.
Is WDS Wealth Management regulated?
Yes. WDS Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 112543. You can verify our registration at register.fca.org.uk.
