Our Team

 

 

Meet The Owners

In 2021 we were ranked as being one of the top 100 financial advisers in the UK by the FT Adviser. For us to qualify for the award we had to score highly in several areas of the business and how we look after our clients. Being 100% family-owned, it’s our belief that a Financial Adviser should be for a lifetime not just until they retire. We have invested significantly in our staff, recruiting Apprentices and Undergraduates that allows us to have young dynamic talent ready for the future. Please scroll to see the Structure of Howard Wright below.

Mike Richards

Mike Richards

Chairman Chartered Financial Planner APFS

Mike joined Howard Wright at the age of 17 almost 40 years ago and his goal then was the same as it is now to provide first class advice to our clients and their families.

As the business owner Mike also wanted to ensure that the same career opportunities that he had are available for everyone working at Howard Wright today.

You can see from the profiles and the positions held within the business that this has certainly been achieved. The Howard Wright team is young, dynamic and highly qualified.

With this level of succession planning in place, Mike has succeeded in creating a business that will service our clients and their families for many generations to come.

Mike’s main focus is now developing the business further and is always open to new opportunities. Outside of the office Mike enjoys a round of golf and spending time with his family.

Jo Richards

Jo Richards

Director

Jo has always been a key part of Howard Wright, working alongside Mike and the team to build the business to where it is today.

Business development has always been a priority for Jo ensuring that Howard Wright continues to grow and develop for many years to come.

Jo is also responsible for managing the Howard Wright Apprenticeship Scheme ensuring that there is a clear career path and a constantly developing team for future generations to come.

Away from the office Jo is also involved with many other projects from organising events, live production and the annual film festival at BAFTA.  

Jo has a love for running and can be found coaching young athletes at Wolverhampton & Bilston Athletics Club.

 

 

Meet Our Advisers

Gareth Robinson

Gareth Robinson

Managing Director Chartered Financial Planner FPFS BSc (Hons) Cert SMP

Gareth has been with Howard Wright since 2002. Initially Gareth joined as an undergraduate from Aston University and then made the decision to join Howard Wright permanently as soon as he had graduated.

Gareth is a Fellow of the Personal Finance Society, one of the highest accreditations in the industry.  Gareth has been instrumental within so many areas of the business and was made Managing Director in 2015. Outside of Howard Wright, Gareth likes to keep active and spending time with his family.

Natalie Everson

Natalie Everson

Operations Director Chartered Financial Planner APFS (Hons) Certs CII (MP & ER)

Natalie joined Howard Wright in 2001 as an undergraduate from Aston University and is the trailblazer for every undergraduate, graduate and apprentice joining our team.

This set a precedent within our business and the creation of our training programme of which we are very proud of.

Natalie plays a key part in the day to day management of the business, whilst servicing both private and corporate clients. Natalie is a Chartered Financial Planner and our Operations Director.

Outside of work Natalie loves to spend time with her daughter and also enjoys long walks in the Shropshire hills.

 

 

Ashley Smith

Ashley Smith

Director Chartered Financial Planner APFS BA (Hons) Cert CII (MP & ER)

Ashley joined the team in 2010, since then he has worked his way up through the ranks of the business to become a Senior Consultant and qualified to the level of a Chartered Financial Planner within 5 years.

Ashley is also a member of our investment Committee, he works alongside our team to constantly develop the portfolios.

Ashley has a varied portfolio of Clients looking after both Private and Corporate. A new challenge for Ashley has been business development which he has really enjoyed.

In his spare time Ashley enjoys being with his family and working on his fitness in the gym.    

Stephen Cook

Stephen Cook

Chartered Financial Planner FPFS BA (Hons) Cert CII (MP & ER)

Stephen joined the team in 2009 as an undergraduate from Nottingham Trent University. Stephen then returned to Howard Wright as part of our Trainee Consultant programme.   

Stephen certainly didn’t shy away from exams and has risen to the position of Senior Consultant and is also a Fellow of the Chartered Insurance Institute.

Stephen is loved by his clients and the team, he is also one of our Will Writers and works on our investment committee. Stephen’s main job role is providing ongoing advice to our Corporate and Private Clients.

Outside of work Stephen enjoys spending time with his family, playing football and improving his golf handicap.    

William Rees

William Rees

Consultant BA (Hons) DipPFS Cert CII (MP)

William joined Howard Wright in 2017 as an apprentice and as part of the administration team.

Having passed the apprenticeship and diploma in financial planning William is now focused on working towards receiving his Chartered status.

Outside of the office William can be found relaxing with his two cats or with his hands in the mud tinkering with his garden in Codsall.

Liva Skulme

Liva Skulme

Compliance Manager & Chartered Financial Planner APFS, Certs CII (MP & ER)

Liva joined the team in 2014 as an apprentice and has progressed from Administrator, Para-planner and to her most recent promotion, of Compliance Manager. This role provides oversight of our advice team to ensure our service is being delivered as promised to our clients.

Liva has worked tirelessly to achieve her Chartered Status, something we as a firm are very proud of.

In her spare time she enjoys perfecting her own recipes and travelling to see as much of the world as she can.

Meet Our Support Team

Abi Graves

Abi Graves

Trainee Consultant

Abi joined the team in 2017 as an apprentice and as part of the administration team. Since completing her apprenticeship Abi now works alongside our Consultants and is studying for her next level of exams.

Tom Richards

Tom Richards

Marketing / Business Development & Trainee Consultant

Tom joined the team in 2016 as an apprentice to study Business development and Administration.

Since completing his Apprenticeship, Tom’s job role is now focused on Business development and Marketing. Tom really enjoys the marketing side of the business, finding new Clients and seeing how our advice changes clients lives for the better.

Outside of the office you will find Tom either at the Molineux or playing gigs throughout the West Midlands.  

Jenny Downes

Jenny Downes

Administrator

Jenny has been at Howard Wright since 1994, working in our administration department providing support to our Consultants.

Outside of work Jenny enjoys spending time with her family who all have a passion for cricket,  spending lots of time at Codsall Cricket Club and county competitions.

Romana Koutna

Romana Koutna

Administrator

Romana has been with Howard Wright since 2007, as part of our administration team with her goal of a paperless office getting ever nearer.

Outside of work Romana enjoys travelling especially discovering the English countryside through her love of walking and hiking.

Hannah Graves

Hannah Graves

Administrator

Hannah joined the team in 2022 as an administrator and is currently working through her apprenticeship and towards her exams.

In her spare time, she enjoys seeing and spending time with family and friends, as well as baking cakes and cookies.

.

Sarah Green

Sarah Green

Administrator

Sarah joined the team in 2022, working in our administration team providing support to our consultants.

Outside of work, Sarah has a son who keeps her extremely busy! Sarah also loves to travel having previously worked in the airline industry Sarah has travelled to many parts of the world, something in the future she hopes to share with her son.

 

 

 

Adam Caswell

Adam Caswell

Trainee Consultant

We are thrilled to introduce the newest member of the Howard Wright team, Adam Caswell. Adam joined us in July 2023 having successfully completed his Degree in Business Finance with a first-class honors. His dedication and commitment to want to excel in the world of financial services are sure to make him a valuable asset to our team.

Adam will primarily be working with Gareth ensuring his clients have an additional point of contact and another member of the Howard Wright team to depend on.

 

 

 

Dexter

Dexter

Director of Cuddles

Dexter is the latest addition to the Howard Wright team. He was adopted by Tom and his family in February 2022 giving him a forever home.

Dexter is completely deaf but what he lacks in hearing he makes up for it in many different ways. We love having Dexter in the office it’s so nice to see the smile he puts on our visitor’s faces.

 

 

 

FT Adviser Top 100 Firm

FT Adviser Top 100 Firm

In 2021 we were ranked as being one of the top 100 financial advisers in the UK by the FT Adviser.

For us to qualify for the award we had to score highly in several areas of the business and how we look after our clients.

Being 100% family-owned, it’s our belief that a Financial Adviser should be for a lifetime not just until they retire. We have invested significantly in our staff, recruiting Apprentices and Undergraduates that allows us to have young dynamic talent ready for the future.

What to do next?

To discuss your circumstances with one of our Chartered Financial Planners, you can call us on 0345 688 4939 or fill in our enquiry form below, it only takes 20 seconds to complete. 

Once you have done this one of our Chartered Financial Planners will then contact you as soon as possible, to discuss your circumstances and arrange your free initial Consultation.

Client Stories 

To see how our advice helps our Clients, click here to see our Client stories page. 

“Gareth and his team really know their stuff. We would not go anywhere else for financial advice. Both their customer service and the financial performance of our pension would be very hard to beat. Thanks to the whole team for being brilliant :-)”

“I have received excellent service and advice from Howard Wright. The team are most helpful and always polite and efficient. I would have no hesitation in recommending this company”

“My husband Paul and I have been dealing with Howard Wright for many years Ashley we treat as a friend and today we found another friend Adam these people are professional to the core if you need people to look after you hard earned assets these are the guys What a Team”

Testimonials

Contact Our Team

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6 Oaktree House
Oaktree Rise
Codsall
WV8 1DT

Howard Wright Enquiry Form

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0345 688 4939