All of this is supported by first rate user experience and seamless client service.
Simon has spent 20 years driving the development of enabling technology and communications solutions to continually drive education, engagement and participation . 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.
Mike consults directly with large advisory firms, asset managers, providers and pension schemes. He’s a strong advocate of using innovative digital solutions to revolutionise advice and engagement for individual investors and pension scheme members, through the combination of smart technology and financial intelligence.
Andrew has pioneered the development of automated financial advice in the UK. He has over twenty years’ experience developing digital financial services; ten in the corporate world and ten as an entrepreneur. He founded Wealth Wizards in 2009 to develop an algorithm based robo-advice platform.
"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."
“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.”
Peter is the former CEO of Positive Solutions and was Financial Planning and Strategy Director for Prudential’s advice division. His background lies in business development and driving merger and acquisitions as well as leading successful transformations on behalf of IFAs.
“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.”
A marketer for 25 years both as a corporate marketing lead and in later years as a consultant, Liz has worked primarily in FS, technology, education, retail and manufacturing sectors. She has previously worked for Communisis, as Marketing Director, board adviser and Head of Innovation, for clients including Axa, Barclays, Nationwide and BBC
"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."
“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.”
Nick has over 25 years’ experience in financial planning, holding adviser roles and senior management roles including Legal & General, Nationwide and Lloyds. He is Chartered Level 6 qualified investment expert with IMC. Nick is an experienced leader in designing and implementing new propositions and platforms along with automated advice.
"With 20 yrs experience in Fintech, I have seen the development of the industry’s technology at a steady pace. I truly believe in automating advice and processes surrounding advice to enable increased efficiency and accuracy in the advice market. It's fantastic to be part of a company where innovation is at the heart and pushing the boundaries of how we deliver financial advice."
Marc has 15 years' experience writing software applications for the web and mobile devices of which 3 years have been at Wealth Wizards specialising in retirement advice applications.
Ioana's main focus is to ensure the delivery of high quality products to our customers whilst being an evangelist of continuous delivery and automation in testing.
Ionut has a background in running and designing infrastructure environments, with a focus on cloud and microservices. He is focused on delivery of a secure, scalable and efficient platform for running Wealth Wizards applications.
Shaun has a background in financial services having previously worked at Capita. He's currently completing his Diploma in Financial Planning.
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 heads up the risk and compliance team. Originally a Chartered Engineer, Matt is helping Wealth Wizards realise the vision of automated financial advice which is affordable and accessible to all.
Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 06030782. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.
Wealth Wizards®, Pension Wizard ®, Retirement Wizard ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited.
© 2019 Wealth Wizards Limited.