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Welcome to our Birmingham office

Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate inheritance tax planning.

Contact

Old Mutual Wealth Private Client Advisers
4th Floor Colmore Gate
Colmore Row
Birmingham B3 2QD
T +44(0)121 516 3100

 E advice@omwealthpca.co.uk

Kevin Speake

Kevin Speake

Regional Director

Kevin joined the financial services industry as a trainee adviser in 1998 following a ten year spell working in the engineering sector with Rolls Royce/Perkins.

Kevin created his own financial planning business called Infiniti in 2012, which he and his fellow shareholders agreed to sell to Old Mutual Wealth Private Client Advisers in April 2017.

Kevin then joined Old Mutual Wealth Private Client Advisers as a Regional Director, with the responsibility of growing the Birmingham team.

Tel: 07714 106714

kevin.speake@omwealthpca.co.uk

 

Richard Usmar

Richard Usmar

Chairman Birmingham

Richard created and drove Premier Planning for over 40 years before becoming part of Old Mutual Wealth Private Client Advisers. He felt that taking his whole team to the biggest financial advisory firm in the UK gave his clients the continuity, quality of service, and peace of mind they deserved. As Birmingham Chairman, Richard will be continuing to help deliver his clients’ aspirations for years to come.

Tel: 07388 380778

richard.usmar@omwealthpca.co.uk

Adam Carter

Adam Carter

Financial Planner

With over 10 years’ experience in the financial sector as a Wealth Manager and Financial Planner, Adam has always focused on providing clients with the highest quality advice and service. For all his clients the singular goal is to protect, preserve and generate wealth through in-depth profiling and intelligent, informed advice that controls risk whilst maximising financial security for the years ahead.

Tel: 07393 465723

adam.carter@omwealthpca.co.uk

 

Julie Cattell

Julie Cattell

DipPFS

Financial Planner

Julie has been advising both individual and corporate clients for over 16 years. She advises on all aspects of financial planning including pensions (pre and post retirement), investments and inheritance tax planning. She also specialises in later life planning which enables her to provide bespoke advice and guidance for elderly clients and anyone in care, going into care or receiving care at home. Julie is very passionate about this area of financial planning and is fully accredited with the Society of Later Life Advisers (SOLLA), which is the gold standard accreditation for providing advice to later-life clients.

Tel: 07388 380308

julie.cattell@omwealthpca.co.uk

Jonathan Cross

Jonathan Cross

Dip PFS

Financial Planner

As a financial adviser Jonathan provides a wide range of financial advice to employees of the companies he looks after, as well as existing clients, some of whom have been with him for over 20 years. Jonathan particularly enjoys analysing existing portfolios to ensure they are aligned with the investor’s risk profile and delivering what the individual needs to meet their financial goals.

Tel: 07471 227078

jonathan.cross@omwealthpca.co.uk

Mark Grainger 

Mark Grainger

DipPFS

Financial Planner

Mark has been a financial planner since 1993, and is proud to say it's his first and only career. He has developed a high-quality, but down-to-earth skill set, and prides himself on being able to explain how financial plans and investments work in plain English.

Mark advises business owners and professionals on all aspects of financial planning. He always takes the time to understand his clients’ situations, fears and objectives, and keeps this at the heart of his planning strategies.

Tel: 07388 380777

mark.grainger@omwealthpca.co.uk

Ian Markham

Ian Markham

BA(Hons) MSocSc AdvDipFA Chartered ALIBF

Financial Planner

Ian is a Financial Planner with over 20 years of Financial Services experience. He is a Chartered Member of the London Institute of Banking and Finance and holds a Masters Degree from The University of Birmingham.  

He is currently responsible for working with High Net Worth clients to create and implement tailored advice to meet their goals, both before and during retirement. He is always helping clients with the complexities around wealth, seeking to strengthen clients’ financial positions and protect their wealth now and in the future. Ian has a number of clients that he has worked with for over 20 years.

Tel: 07939 465621

ian.markham@omwealthpca.co.uk