WE’RE HERE TO HELP YOU TAKE CONTROL OF YOUR FINANCES
MEET OUR 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.”
Richard Marshall
Chief Technology OfficerRichard 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.”
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.
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.
Liz Basten
Chief Marketing OfficerLiz Basten
“I believe that people are at the heart of every brand experience and technology has enabled a transformation of customer engagement. The marriage of financial advisers and digital solutions at Wealth Wizards drives the pace to make financial advice affordable and accessible to all in a way that speaks human, not finance and engages the right people, at the right time.”
Peet Denny
Chief Product OfficerPeet Denny
“Peet is head of the AI Guild and founded the Birmingham AI Meetup. Peet divides his time between hands-on R&D in machine learning and AI as well as leading a large engineering team at Wealth Wizards.”
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.”
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.”
Kirsten Johnson
Client Service Manager
Sharon Watson
Implementation Consultant
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.”
Amanda Hall
Head of Personal 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.”
Nicholas Lawman
Independent Financial Adviser
Sam Tonks
ParaplannerOUR 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.