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

Chris Belbin

Daniel Villis

Vicki Baker

James Slade

Eden Scrivenger

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.

Leadership Team

Technology & IT

Sales And Business Development

Operations Team

Leadership Team

About

Team members

Other teams at Wealthtime

Technology & IT

Sales And Business Development

Operations Team