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

Patrick Mill

Vicki Baker

Julie Gawthorpe

Daniel Villis

James Slade

Technology & IT

Sales And Business Development

Operations Team

People Operations & Talent Management

Leadership Team

Wealthtime

Org chart

Teams

Technology & IT

Sales And Business Development

Operations Team

People Operations & Talent Management

Leadership Team

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