WE MARRY BEST-IN-CLASS SOFTWARE ENGINEERING AND TECHNICAL EXPERTISE TO CREATE OUR UNIQUE ADVICE PLATFORM.
All of this is supported by first rate user experience and seamless client service.
MEET OUR LEADERSHIP TEAM
Andrew Firth
Chief ExecutiveAndrew Firth
Andrew has pioneered the development of automated financial advice in the UK. He has 20 years’ experience developing digital financial services: ten in the corporate world and ten as an entrepreneur. Andrew was a member of the founding executive team of Egg and spent six years in senior roles.
Pete Connell
Chief Commercial OfficerPete Connell
“I’ve been lucky enough to experience most aspects of the financial advice business in the last 20 years and my roles have encompassed online as well as traditional advice. I’ve specialised in corporate advice and have extensive knowledge of the employee benefits market.”
Ben Webster
Senior AdviserBen Webster
“Empowering people to feel confident about their financial planning online makes perfect sense, and I’m proud to be one of the founders and call ourselves ‘award winning.’ It will be fantastic to be part of this revolution which the Wizard philosophy can make possible.”
Tony Vail
Chief Innovation OfficerTony Vail
“I’ve had a passion for innovation for many years. I believe financial services sorely needs it, and technology provides a great platform to transform the quality and value of what can be offered to customers.”
Lynn Smith
Chief Customer and Risk OfficerLynn Smith
Making sure a company is run in the most efficient and effective way possible and maximising customer satisfaction both internally and externally, is what I am about. Being passionate about our people and building a culture we are proud of is a key part of my role and I love it.
Shirley Reeve
Chief Operating OfficerShirley Reeve
“With a wealth of experience in financial services, I am driven by making a positive difference to customers, colleagues and business. So I’m delighted to lead the delivery of our award winning technology into our partner companies, transforming the provision of financial advice in the UK.”
Anthony Jones
Chief Financial OfficerAnthony Jones
“I’m a Fellow Chartered Accountant and have extensive experience as a CFO across a wide range of sectors including financial, telecoms, energy, licensing and IT. I joined Wealth Wizards because I share the vision of the founding members and want to be part of creating a new way of doing things in the UK pensions arena.”
Peet Denny
Chief Technology OfficerPeet Denny
Peet is a pragmatic and business-outcome-driven senior technical consultant and champion of achieving business agility through technical excellence. He is a full-stack developer with a keen interest in keeping abreast of modern technology and choosing the right tool for the job.
Simon Binney
Business Development DirectorSimon Binney
“I have spent 20 years driving the development of enabling, integrated workplace technology and communications solutions to continually drive education, engagement and participation for employees. The digital advice market is now evolving at such an incredibly fast pace, it is exciting to be part of this great business that is re-shaping technology driven advice.”
MEET OUR SERVICE TEAM
Philip Blows
Sales DirectorPhilip Blows
Phil’s two passions include championing innovative technology and getting a better deal for employees. He believes that workplace pension advice should no longer be an aspirational offering and employers should empower their employees to take more of an active role in their pensions.
Jason Hamilton
Account DirectorJason Hamilton
I pride myself on ensuring clients know exactly what is being advised and putting my recommendations into context so they are easy to understand. Pensions can be complex and not the first thing on people’s agenda, and my clients seem to appreciate me breaking down these barriers.
Nicky Raven
Customer Service ManagerNicky Raven
“Having over 20 years’ experience in administration and customer services functions, I have been focused on delivering an exceptional customer experience in a variety of industries. I have combined my knowledge, skills and experience to offer the most efficient and customer-centric service in my role at Wealth Wizards.”
Richard Jones
Client Service ManagerRichard Jones
“I’m been responsible for a large pool of corporate employee benefits clients, working across pensions, group risk, employee assistance programmes and health insurance. My role at Wealth Wizards focuses on overseeing the corporate annual review service and assisting with general client queries.”
MEET OUR ADVICE TEAM
Martin Harris
Head of AdviceMartin Harris
“I have worked for over 20 years in FTSE Financial Services firms running sales and advice teams across personal, corporate and employee benefits areas. My passion is ensuring my teams give quality advice that clients really value, and helping to close the UK’s advice gap!”
Greg Neall
Occupational Pension SpecialistGreg Neal
“Having started in the final salary pension review, I moved to retail financial planning before taking up the challenge of online retirement advice. I believe advisers should fulfil a vital fiduciary role for product holders, and robo-advice is the only way this can be delivered on a national scale.”
Michael Hinett
Chartered Financial PlannerMichael Hinett
“I’m currently developing the 1:1 advice proposition, to compliment Wealth Wizards’ automated advice solutions. Harnessing modern tech to communicate efficiently with our clients, my team is striving for a slick customer experience at an affordable cost.”
Gavin Audley
Lead Analyst - Automated AdviceGavin Audley
“I have a passion for using technology to deliver innovative and engaging ways of providing high quality and widely accessible financial advice.”
Andy Pilkington
Senior analyst - Automated adviceAndy Pilkington
“I have worked in the Fintech industry for more than 15 years, helping to build systems suitable for all types of companies involved in providing financial advice. I hold the Diploma in Financial Planning, the Investment Management Certificate and the Certificate in Business Analysis Practice.”
Amanda Hall
Senior Analyst - Automated AdviceAmanda Hall
“I have advised and supervised Advisers within the industry and understand the constraints of running a profitable business at the same time ensuring you deliver the right consumer outcomes. This can only be done by embracing technology to educate, engage and transact with clients.”
Catriona Bosworth
Senior Analyst - Automated AdviceCatriona Bosworth
“I am passionate about the need for an excellent customer experience when accessing financial services products. The innovative Automated Advice process Wealth Wizards delivers offers the opportunity for a streamlined advice process tailored to the customer’s needs.”
Peter Wallin
Senior Analyst - Automated AdvicePeter Wallin
“Using technology to make advice more accessible and more affordable to more people just makes a lot of sense! I’m proud to be one of the team here that will deliver this ambition.”
MEET OUR ENGINEERING TEAM
Graham Lee
Head of ArchitectureGraham Lee
Richard Marshall
Head of PlatformRichard Marshall
“I’m a hands-on technical team leader with over 15 years Sys Admin experience. Committed to delivering strong, scalable and cost effective solutions in demanding online environments. Championing DevOps in a fast-growing FinTech company with a focus on collaboration, security, scaling and automation.”
Louis Quaintance
Head of EngineeringLouis Quaintance
Louis is a highly driven full stack software engineer and certified scrum master with over ten years in leading agile teams to greatness. Particular interests include Scrum, React, Redux, Node.js and a sprinkle of Java. Currently he heads up the Engineering Chapter.
Matt Walmsley
Head of Engineering OperationsMatt Walmsley
“Delivering feature rich applications which exceed our customers’ expectations of quality and features is my day job. I am passionate about our mission, and the use of tech to make millions better off in retirement.”
OUR PROMISES
If you take advice from us we’ll make you 5 promises. Think of it as our code of ethics. Our promises apply whether we’re working with you as an employer, employee, pension consultant or consumer.
We’ll only ever offer you products or services we’d happily use ourselves.
We’ll look after your business and investments as if they are our own.
We’ll use tried and tested principles and always explain how, and why, they work.
We won’t claim to be experts in areas we’re not. If we can’t help you we’ll try to recommend someone who can.
You’ll have a dedicated team member looking after you, who knows your details and you can contact them directly at any time.