Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Phil Griffiths DipPFS
Managing Director and Lead Wealth Adviser
Phil has over 30 years experience as a Financial Adviser helping clients to realise and achieve what is possible with their financial planning.
01452 260240
Harry Griffiths DipFA BSc(Hons)
Financial Adviser
Harry joined PDG Wealth Management in 2021 and is quickly acquiring the skills, knowledge and experience to continue delivering the high-quality advice and service expected by our clients.
01452 260240
Eva Griffiths
Trainee Financial Adviser (Non Advising) & Customer Services Manager
Eva joined PDG Wealth Management in July 2023 after graduating with first class honours in Business Management from Bath Spa University.
After taking a break to travel South East Asia and Australia, and having a successful career as a wedding manager for two years, she decided to rejoin the family business in March 2026 in order to pursue her career as a Financial Advisor.
01452 260240
Kathy Dalby
Financial Administrator
Kathy has worked with Phil since 2019 and brings a wealth of knowledge and experience in financial services.
01452 260240
Sharon Hall
Financial Administrator.
Sharon joined PDG Wealth Management in April 2023 and has settled in quickly to our close knit, happy and productive team.
01452 260240
