The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Philip Stroud Chartered ALIBF
Director/Financial Adviser
Phil has been running his own Wealth Management business since 2012, previously having spent most of his career as a financial adviser within the UK Banking sector.
Phil works closely with Corporate and Private Clients as well as trusted professionals, to create strategies to manage wealth as well as advising on Investments and retirement planning. He strives to help clients understand their needs ensuring there is a balance between risk and return.
Phil's vision for SL Wealth is to maintain and grow our client bank with excellent personable service. The secret to the success of this is having a team of highly skilled advisers backed up by an excellent admin team, meeting client expectations and where possible exceeding them.
Outside of work, Phil loves to spend time with his family, walking the family dog, and at weekends follows his local football team.
Andrea Stroud
Director/Risk Oversight Manager
With over 35 years’ experience in customer service, management, and financial services, Andrea ensures the smooth running of internal operations at SL Wealth Ltd. Her objective has always been to provide the most suitable experience for our clients, and Andrea believes this starts with confident processes so that our clients have trust and assurance in us.
In her spare time Andrea enjoy family holidays, socialising and walking their Beagle, Oscar.
Karl Jones DipPFS
Financial Adviser
Karl has been providing sound financial planning for over 5 years now, and continues to work towards higher standards, currently pursuing his Level 6 qualification in financial advice. His journey has led him to SL Wealth, where he feels most at comfort in providing the best advice experience possible for his clients, ensuring that they feel heard, understood and well looked after.
Developing easy-to-understand and effective financial plans has led him to develop an ever-growing portfolio of clients who trust and rely on him day-in, day-out. Experience of working with a range of client profiles puts him in fantastic stead in helping anybody face their financial headaches.
In his spare time, Karl spends his time with his girlfriend Poppy, raising their newborn daughter, Olive. You’ll also find him putting his hand to most sports, typically Football & Golf.
Ben Rooney DipPFA/CeMAP
Financial Adviser/Mortgage & Protection Specialist
With over two decades of experience in the mortgage and financial services industry, Ben has been guiding clients since 1999. Specialising in everything from first-time buyers to highly complex mortgage solutions, Ben also offers advice across a broad range of wealth management services. Known for his friendly approach, he is dedicated to delivering clear, well-constructed advice that genuinely supports his clients' needs.
When he’s not advising, Ben enjoys spending quality time with family, perfecting his golf swing, and exploring new activities and experiences.
Susan Hanesworth
Wealth Administrator
Sue has over 25 years of experience within the financial services sector, with a further 7 years within the finance industry.
She works closely alongside Phil, supporting him within an administration roll helping to achieve best results for our clients.
Outside of work Sue enjoys spending time with both family and friends, being an active member of the Royal British Legion Riders Branch she enjoy helping to funds for the poppy appeal.
Elaine Duncum
Mortgage & Protection Administrator
Elaine has spent her entire career in the Financial Services sector, be it with high street banks or Wealth & Mortgage firms. She has been a Mortgage Administrator for the last 7 years now. Her passion for Customer Service ensures all clients have the best experience possible when completing their mortgage journey and house purchase, returning to us time and again to receive the same exceptional help and advice needed to complete their next mortgage and achieve their aspirations and dreams.
Family life is very important to Elaine, and she likes nothing more than holidaying with her sons and husband but also with the wider family of sisters, nieces and nephews, ensuring her dog, Ollie, is included at least once a year in a family holiday in the UK!
Amy Poole
Wealth Administrator
Amy joined SL Wealth as a Financial Administrator after working firstly in a HR Role then moving into Sales. She works closely with Karl & Ben and loves to help clients navigate their financial journey and enjoys the administration process of dealing with their cases.
Outside of work, Amy is a mum to 3 children. She enjoys long distance running and socialising with her friends.