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Who we are 2018-07-26T10:16:55+00:00

WE’RE HERE TO HELP YOU TAKE CONTROL OF YOUR FINANCES

 MEET OUR TEAM

CEO

Andrew Firth

Chief Executive

Andrew 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.

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Pete Connell

Chief Commercial Officer

Pete 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.”

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Ben Webster

Senior Adviser

Ben 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.”

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Tony Vail

Chief Innovation Officer

Tony 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.”

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Lynn Smith

Chief Customer and Risk Officer

Lynn 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.

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Anthony Jones

Chief Financial Officer

Anthony 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.

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Philip Blows

Sales Director

Philip 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.

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Jason Hamilton

Account Director

Jason 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.

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Nicky Raven

Customer Service Manager

Nicky 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.”

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Richard Jones

Client Service Manager

Richard 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.”

Kirsten Johnson

Client Service Manager

Sharon Watson

Implementation Consultant

Martin Harris

Head of Advice

Martin 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 Specialist

Greg 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 Planner

Michael 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.”

Amanda Hall

Head of Personal Advice

Amanda 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.”

Nicholas Lawman

Independent Financial Adviser

Sam Tonks

Paraplanner

 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.

Join Wealth Wizards

Help us improve the world of financial advice.

Visit our careers page