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

Michael Clark

Julie Gawthorpe

Chris Belbin

Daniel Villis

Vicki Baker

James Slade

The Sales and Business Development team at Wealthtime is responsible for identifying and cultivating relationships with new financial advisers and partners, managing key accounts, and expanding the company's market presence. They work to promote the platform's unique value propositions, facilitate strategic growth, and ensure client satisfaction. By leveraging their industry expertise and regional knowledge, they drive the adoption of Wealthtime's innovative investment solutions.

Sales And Business Development

Technology & IT

Operations Team

Sales And Business Development

About

Team members

Other teams at Wealthtime

Technology & IT

Operations Team