Who we are

We marry best in-class software engineering and technical expertise to create our unique advice platform.

All of this is supported by first rate user experience and seamless client service.

Client Team

Simon Binney

Business Development Director

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 Webb

Business Development Director

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.

Vicki Bennett

Executive Assistant

With over 20 years’ experience in the financial services sector, Vicki uses her knowledge and skills to support the delivery of innovative solutions to our customers, allowing them to power up the advice sector, serve a wider market and improve their own client journeys.

Executive Team

Andrew Firth

Chief Executive

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.

Richard Marshall

Chief Technology Officer

“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.”

Pete Connell

Chief Commercial Officer

"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."

Shirley Reeve

Chief Operating Officer

“With a wealth of experience in financial services, I am driven by making a positive difference to customers, colleagues and business. So I’m delighted to lead the delivery of our award winning technology into our partner companies, transforming the provision of financial advice in the UK.”

Tony Vail

Chief Innovation Officer

“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.”

Anthony Jones

Chief Financial Officer

“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.”

Lynn Smith

Chief Customer and Risk Director

"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."

Peet Denny

Chief Product Officer

Peet is head of the AI Guild at Wealth Wizards and founder of the Birmingham AI Meetup. Peet divides his time between hands-on R&D in AI as well as leading the large engineering team at Wealth Wizards.

Product Team

Neil Firth

Product Director

Neil secured his reputation for innovation and thought leadership as CTO at the successful shipping eCommerce platform ShipServ where he was responsible for both technical architecture and leadership of the software development and IT operations team. Neil has been leading product development at Wealth Wizards since 2009.

Kim Jenkins

Account Director

"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."

Nick Clemons

Account Director

"I’m a Chartered Financial Planner and come from a background
of advice and account management. I’m here to work closely with our customers and represent them
within Wealth Wizards, making sure their voice is heard."

Engineering Team

Graham Lee

Head of Architecture

Graham is an experienced software developer, architect,and technology author who has worked on systems from SIM cards to particle accelerators. He holds an M.Sc. in Software Engineering from Oxford University. Graham leads the architecture chapter at Wealth Wizards, helping engineers to design robust, scalable, antifragile systems

Louis Quaintance

Head of Engineering

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.

Get in touch

If you'd like to find out how the Wealth Wizards Smart Platform can work for you, fill in the form below and someone will be in touch.  Alternatively, you can call 0113 280 6426.

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Wealth Wizards Advisers Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596436. 
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT. 
Registered in England & Wales, No. 7273385. 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. 

© 2018 Wealth Wizards Limited.