Welcome to Wealthtime, the next-generation adviser platform built around you. We combine award-winning service with progressive tech to create a smarter platform experience – one that places our users at the core of everything we do.

Based in Bath since 2008, we’re proud to be one of the last remaining independent platforms. This means we’re not tied to any providers or advice firms. All we’re focussed on is helping advisers to build their investment proposition and deliver the best possible outcomes for investors.

Whether it’s our Defaqto Gold award-winning service, our agile approach to platform development, or our complete set of product wrappers and investment options – we’re put advisers in complete control their clients’ investments, no matter what stage they’re at in their investment journey.

Visit our website to learn more.

For advisers only

Banking

Investment Management

Wealthtime

Wealthtime's headquarters in Bath, United Kingdom

Neil Keller

Julie Gawthorpe

James Slade

Daniel Villis

Vicki Baker

Garry McLuckie

James Turner

Rufus Mills

Brett Ball

Jessica Elsworth

Chris Belbin

Darryl Aylett

Mike Blackburn

Haylie Carr

Emma Cooney

Lee Wotton

The Technology & IT team at Wealthtime is responsible for developing, maintaining, and optimizing the company's adviser platform. This entails managing software releases, ensuring platform reliability and performance, providing application support, and overseeing database administration. By implementing innovative tech solutions and maintaining a high level of service, the team enables advisers to deliver exceptional outcomes for their clients and ensures the platform remains efficient, secure, and user-friendly.

Technology & IT

The Sales and Business Development team at Wealthtime is responsible for identifying and cultivating relationships with new financial advisers and partners, managing key accounts, and expanding the company's market presence. They work to promote the platform's unique value propositions, facilitate strategic growth, and ensure client satisfaction. By leveraging their industry expertise and regional knowledge, they drive the adoption of Wealthtime's innovative investment solutions.

Sales And Business Development

The Operations Team at Wealthtime is responsible for ensuring the seamless execution of day-to-day activities to support adviser platforms and client services. They oversee process improvements, manage client complaints, and implement strategic initiatives to enhance customer experience and ensure compliance. This team combines their operational expertise with continuous improvement strategies to optimise platform performance and maintain industry-leading service standards.

Operations Team

The People Operations & Talent Management team at Wealthtime is dedicated to fostering a supportive and dynamic workplace culture. They manage recruitment, employee development, and training, ensuring that the company attracts, develops, and retains top talent. This team also focuses on transforming people processes and promoting a culture that aligns with Wealthtime’s mission of delivering exceptional service and innovation in the investment advisory sector.

People Operations & Talent Management

The Leadership Team at Wealthtime spearheads the strategic direction and overall management of the company. Comprising the Chief Financial Officer, Chief Technology & Operations Officer, Chief Executive Officer, and Chief People Officer, this team focuses on financial oversight, technology and operations innovation, corporate leadership, and talent management. Together, they ensure Wealthtime continues to deliver award-winning service and cutting-edge tech solutions tailored to advisers' needs.

Wealthtime

Org chart

Teams

Technology & IT

Sales And Business Development

Operations Team

People Operations & Talent Management

Leadership Team

Offices

Wealthtime

Org chart

Teams

Technology & IT

Sales And Business Development

Operations Team

People Operations & Talent Management

Leadership Team

Offices

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