Who we are 2018-02-09T20:46:10+00:00

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.

Andrew Firth

Chief Executive

Andrew Firth

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.

Pete Connell

Managing Director

Pete Connell

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

Delivery Director

Shirley Reeve

“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

Tony Vail

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

Anthony Jones

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

Customer & HR Director

Lynn Smith

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 Technology Officer

Peet Denny

Peet is a pragmatic and business-outcome-driven senior technical consultant and champion of achieving business agility through technical excellence. He is a full-stack developer with a keen interest in keeping abreast of modern technology and choosing the right tool for the job.

Simon Binney

Business Development Director

Simon Binney

I have spent 20 years driving the development of enabling, integrated workplace technology and communications solutions to continually drive education, engagement and participation for employees. 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.

Meet our advice team

Martin Harris

Head of Advice

Martin Harris

“I have worked for over 20 years in FTSE Financial Services firms running sales and advice teams across personal, corporate and employee benefits areas. My passion is ensuring my teams give quality advice that clients really value, and helping to close the UK’s advice gap!”

Greg Neal

Occupational Pension Specialist

Greg Neal

“Having started in the final salary pension review, I moved to retail financial planning before taking up the challenge of online retirement advice. I believe advisers should fulfil a vital fiduciary role for product holders, and robo-advice is the only way this can be delivered on a national scale.”

Michael Hinett

Chartered Financial Planner

Michael Hinett

“I’m currently developing the 1:1 advice proposition, to compliment Wealth Wizards’ automated advice solutions. Harnessing modern tech to communicate efficiently with our clients, my team is striving for a slick customer experience at an affordable cost.”

Andy Pilkington

Business Analyst

Andy Pilkington

“I have worked in the Fintech industry for more than 15 years, helping to build systems suitable for all types of companies involved in providing financial advice, from small IFA practices to global banks. I hold the Diploma in Financial Planning, the Investment Management Certificate and the Certificate in Business Analysis Practice.”

Meet our engineering team

Neil Firth

Product Director

Neil Firth

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.

Richard Marshall

Head of Platform

Richard Marshall

“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.”

Louis Quaintance

Head of Engineering

Louis Quaintance

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.

Matt Walmsley

Head of Engineering Operations

Matt Walmsley

“Delivering feature rich applications which exceed our customers’ expectations of quality and features is my day job. I am passionate about our mission, and the use of tech to make millions better off in retirement.”

Join Wealth Wizards

Help us improve the world of financial advice.

Visit our careers page