About WDS Wealth

At WDS Wealth Management Ltd, we are proud to be an independent wealth management firm serving clients across West and North Yorkshire. With over 30 years of combined experience in the financial services industry, our team is dedicated to helping you navigate the complexities of wealth management with confidence and clarity.

As a fully independent business, we offer unbiased advice, ensuring that our recommendations are tailored to your unique financial goals and circumstances. Our approach is grounded in transparency, integrity, and a deep commitment to building long-lasting relationships with our clients.

Whether you’re planning for retirement, looking to invest, or seeking to safeguard your assets for the future, our experienced advisors are here to guide you through every step of your financial journey. WDS Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA), so you can have full confidence in the quality and compliance of our services.

How WDS Wealth Works

Meet Our Wealth Management Team

At WDS Wealth Management, our team brings together a wealth of experience and expertise to help you plan for your future. Led by Neil Blann, our Wealth Management Director and Equity Holder, we pride ourselves on offering personal, tailored advice to suit your individual needs.

Neil is supported by a strong team of advisers, including Jack Hewitson, our Independent Financial Adviser, and Vicki Wilkinson, a Chartered Financial Adviser. Both Jack and Vicki work closely with clients to create strategies that ensure financial security and growth.

Behind the scenes, our dedicated paraplanners, Sam Dillon and Jonathan Usher, play a key role in researching and preparing the best financial solutions for our clients. And keeping everything running smoothly is Paul Homes, our Wealth Management Administrator, ensuring you receive seamless support at every step.

Contact

Jack Hewitson

Wealth Management Equity Partner & Director

York

Jack, also a Director of WDS Wealth Management Ltd. Jack provides holistic investment and financial planning advice to clients. This ensures their financial future is safe with the products they hold best placed to help them achieve their goals. Jack has experience in fund management from one of the country’s largest investment managers. A member of the Chartered Institute for Securities and Investments. Following a period working overseas Jack is a competent Mandarin speaker.

Neil Blann

Wealth Management Equity Partner & Director

York

Neil, a director of WDS Wealth Management Ltd, has over 30 years’ experience working within financial services, advising private individuals, business owners (sole traders and directors), trustees, and charities. Neil has worked with a number of clients for many years, helping them to achieve financial security through employment into retirement.

Vicki Wilkinson

Wealth Management Chartered Financial Planner

York

Vicki is a Chartered Financial Planner at WDS Wealth Management Ltd. She has 25 industry experience ranging from compliance work, financial advice and management. She is a Fellow of the Personal Finance Society and specialises in working with high net worth clients providing holistic financial planning for their bespoke needs.