The Salix Wealth Team – L-R: Paraplanner Dan Monahan, Director Steve Moseley, Director Tim Cox, Director BD Dalton and Financial Adviser Dan Simmons
An expert in business strategy has joined Staffordshire-based wealth management experts Salix Wealth Ltd as the new director of growth.
BD Dalton has been added to the team at Salix Wealth, which has its head office in Stafford, to lead the next phase of business development by drawing upon his sector knowledge and extensive sales experience.
BD spent 12 years as a stockbroker and financial advisor for international group Edward Jones, before setting up and working for a series of successful West Midlands wealth management firms. His most recent roles were at Temple Row Wealth Management and as business strategy specialist for Birmingham-based business development coaching experts Rockfine Group.
He is also a board member for Birmingham Enterprise Community and external advisor for Sustainability West Midlands.
Salix Wealth offer clients access to an experienced team of wealth and financial advisers who can help shape plans at every life stage to achieve their goals. The business was set up with a clear objective: To provide unsurpassed quality, security and outstanding customer experiences.
BD Dalton said: “I am looking forward to supporting the team at Salix Wealth to grow their networks and client bases. I will be able to leverage my wide experience of the financial services field and am looking forward to being in a team which is spirited, highly competent and firmly focused on our clients’ goals especially considering the current market volatility and cost of living crisis.”
Managing Director Steve Moseley said: “We are delighted to welcome BD to the Salix Wealth team. We look forward to drawing upon his extensive financial services and business development experience as we plan the next phase of growth.”
The Salix Wealth team meticulously assess each individual client to develop a deep understanding of their financial objectives. The team of industry leaders only select those platforms that offer the right combination of security, functionality and price.
Salix Wealth colleagues structure bespoke solutions, combining fresh-thinking and creativity combined with state of the art technology and up to the minute research.
