PAT who we are

Ben Hampton

Chief Executive Officer

Ben is the CEO of Wealth Wizards, a qualified Actuary and experienced financial services leader. With a passion for delivering great client outcomes he leads the Wealth Wizards team in transforming how people access financial planning and advice.

When he’s not driving innovation in financial advice, Ben enjoys quality time with his young family and is often either planning or eagerly counting down to his next ski adventure.

Tony Vail

Chief Strategy Officer

Tony was one of the founders of Wealth Wizards, and is passionate about our founding mission to bring the benefits of expert financial guidance and advice to everyone.

Previously part of the founding teams behind Zopa, the pioneering P2P lender and neo-bank, and Egg, the original internet bank, he has also been a strategy adviser to various blue chip financial services businesses and is a chartered actuary.

Jonny Stewart

Head of Coaching and Advice Delivery

Jonny is a senior financial planning consultant, providing both guidance and advice to clients.
‍
Jonny studied marketing at Newcastle University and holds the Regulated Diploma in Financial Planning while working towards becoming a Chartered Financial Planner.

In his spare time Jonny enjoys playing sports, particularly football, cricket and running.

Nicky Raven

Head of Client Services

Nicky heads up our client services team and brings a wealth of knowledge in financial services as well as various other sectors to the team.

In her spare time she is an avid traveler and enjoys exploring new cultures and countries.

Sammy Loveridge

Financial Planning Consultant

Sammy is a Financial Planning Consultant and one of the first points of contact for financial guidance. She has completed the Regulated Diploma in Financial Planning. She is also responsible for our client email communications, ensuring that everyone is up to date with the latest developments and insights.

In her free time Sammy loves spending time with her family and going to the gym.

Grant Bilton

Financial Planner

Grant is a Chartered Financial Planner at Wealth Wizards. He's been helping people navigate early‑stage retirement and life transitions for over 12 years, making financial planning more engaging and accessible.

When he's not at work, you’ll probably find him down at Roker beach listening to the waves and pretending the sand doesn’t annoy him.

Mike Barrow

Financial Planning Consultant

Mike is a Financial Planning Consultant who offers financial guidance to our clients and creates much of our educational content.

He will likely be one of the first points of contact in your Wealth Wizards journey.

Mike studied Human Performance Science at Brunel University in West London and then transitioned into Financial Services in 2016. He successfully completed the LIBF Diploma for Financial Advisers (DipFA) and worked as a Financial Coach.
‍
In his free time, Mike enjoys competing in CrossFit and spending time with his partner and their dog.

Dianne Ferguson

Financial Planning Consultant

Diane is a Paraplanner who supports Financial Planners by carrying out detailed research, analysis and the preparation of financial planning recommendations.

Her work helps ensure clients receive personalised, compliant advice that is tailored to their individual circumstances and financial goals.

Diane holds the Regulated Diploma in Financial Planning.

Ian Rosie

Financial Planner

Ian is a Paraplanner who supports financial advisers with research, technical analysis, and the preparation of client recommendations.

Having worked in paraplanning, research, and technical consultancy roles, he has developed a broad knowledge of financial planning and enjoys helping to deliver clear, suitable outcomes for clients.Ian is particularly interested in the technical aspects of financial planning and takes pride in producing high-quality work that supports both advisers and clients.

Outside of work, he enjoys gardening on his allotment and spending time watching and playing football.

Shiv Kinsella

Client Services Administrator

Shiv is an experienced financial services professional with a passion for reading and travel. Her expertise lies in organisation, client relationship management and financial planning implementation.

When she’s not immersed in numbers, you’ll find her exploring new destinations and discovering stories through books.

David Campbell

Chartered
Financial Planner

David is a Chartered Financial Planner and brings a huge amount of technical expertise and experience to the team.

In his spare time, David likes to keep fit and spend time with his family.

Jess Geere

Paraplanner

Jess is a Paraplanner. She provides essential support and assistance in various aspects of financial planning, including analysing clients’ finances and drafting recommendation reports.

Jess studied Physics at Swansea University and now holds the DipPFS in Financial Planning, working towards Chartered Status. In her spare time Jess plays Netball and Rounders.

Meet the team

Awards and recognition

Book a call with our friendly team