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

CEO

Andrew Firth

Chief Executive

Andrew Firth

I am passionate about the power of the internet to bring more affordable and better financial services to clients. Ever since digital banking took off for the mass market I have believed that the same should be possible for financial advice.Wealth Wizards is the culmination of many years of thinking about how this can be delivered successfully.

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Pete Connell

Managing Director

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

Managing Director, Employer Solution

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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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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Lynn Smith

Customer & HR Director

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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Peet Denny

Chief Technology Officer

Peet 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 Director

Simon 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

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Philip Blows

Account 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 possible in my role at Wealth Wizards.

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Richard Jones

Client Service Manager

Richard Jones

I’ve worked in Client Services for the past 8 years. I’ve 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 Ongoing Review Service and assisting with general client queries.

Join Wealth Wizards

Help us improve the world of financial advice.

Visit our careers page