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 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

Sales And Business Development

Operations Team

Technology & IT

About

Team members

Other teams at Wealthtime

Sales And Business Development

Operations Team