Meet the team

Hello, we're Wealthify

We're a group of like-minded investment experts, software engineers and entrepreneurs with a shared ambition to shake things up and make investing easy and affordable for everyone. We're challenging people to think differently and do more with their savings.

Our promise is simple: No complicated jargon, no daunting fees, just straightforward, effortless investing.

Wealthify is backed by Aviva, one of the largest and most recognised financial services brands, who work with the brightest companies around the world to deliver innovative insurance and investment products and services.

You can tell a lot about a person from their shoes

Richard Theo

Chief Executive Officer

Richard Theo

Co-founder and Chief Executive Officer

I make sure the ship's travelling in the right direction.

What qualifies you to do this job?

With a PhD in computer sciences, technology is at the heart of everything I do. I am an award-winning entrepreneur, having established a number of successful online companies, most recently, ActiveQuote – an online insurance comparison site that partners some of the UK's best-known aggregators.

What's the best investment advice you've been given?

Do what you love, invest in things you understand and don't try to outsmart the market.

What do your shoes say about you?

Business these days is about velocity…sometimes I feel I need to be on rollerblades to get more done.

What thing can't you live without?

My wife and children (sorry for calling you a ‘thing’ honey!).

Car or bike?

Cars are the great British folly, bikes should get more love.

Michelle Pearce

Chief Investment Officer

Michelle Pearce

Co-founder and Chief Investment Officer

I take care of everything investment-related at Wealthify. I keep a watchful eye on our customers' plans to make sure they stay on track.

What qualifies you to do this job?

I left medical school to enter the world of investing, a long standing passion of mine. Since then, I've worked as a stockbroker and investment manager, speeding through the industry exams to earn the title of Chartered Wealth Manager.

What's the best investment lesson you've learnt?

When I was 11, I used all the savings I had to make my first investment – I bought shares in a high-risk, biotech company which subsequently crumbled along with my dreams of making millions! Lesson learnt – don't try to get rich quick, spread your risk and diversify.

What do your shoes say about you?

What doesn't kill you makes you stronger.

What gadget can't you live without?

My alarm clock.

What will your epitaph say?

Perhaps she just overslept…!

Richard
Avery-Wright

Co-founder & Director

Richard Avery-Wright

Co-founder & Director

I put my 30 years' investment experience to good use helping Wealthify customers get the best possible outcome for their savings.

What qualifies you to do this job?

I started my career as a stockbroker in the City of London back in 1985. Since then, I have worked in the finance industry establishing a number of successful business in the broking, asset management technology and proprietary trading environments.

What's the best investment lesson you've learnt?

Start saving early! As Albert Einstein pointed out, “Compound interest is the eighth wonder of the world; it is the most powerful force in the universe.”

What do your shoes say about you?

I love cycling – obviously! If they could really talk, they'd tell you they've been London to Paris three times to raise money for Debra, an amazing charity that supports individuals and families affected by Epidermolysis Bullosa (EB).

What's the most useful App on your phone right now?

Strava – it gives me training stats and analysis of all my bike rides.

What gadget can't you live without?

My Garmin.

Michael Ashford

Chief Technology Officer

Michael Ashford

Chief Technology Officer

I'm chief of everything technical at Wealthify, from connecting servers to building a truly beautiful online experience. Most of all, I make sure things work.

What qualifies you to do this job?

After gaining a first-class honours degree in Computer Science from Cardiff University, I joined Richard Theo and together we built ActiveQuote, an Award winning price comparison service and one of the fastest-growing companies in Wales.

What's the best investment you've ever made?

Saving up pocket money to build my very own PC at the age of 14, and teaching myself to code. It has paid me back in years of enjoyment (and the pocket money a few times over).

What do your shoes say about you?

This guy appreciates a good brogue - and a happy pair of socks. Tan leather brogues are the classiest of all footwear – fact!

What's the most useful App on your phone right now?

Gmail. Sometimes a curse, but having the power to check my emails at any time, night or day, saves me valuable time at the office.

Car or bike?

Car. Preferably one filled with as much tech as possible. And remotely controllable via an app - optional, but awesome.

Steve Sanders

Chief Financial Officer

Steve Sanders

Chief Financial Officer

I help to keep the organisation moving, but also to keep it in line.

What's the best investment advice you've been given?

Being encouraged by a wise old uncle to join the wave of first-time shareholders in the mid-1980s (that makes me feel old!)

What do your shoes say about you?

Run Forrest, run!

What gadget can't you live without?

My Polar M400 – I love numbers in all aspects of my life.

What's the most useful App on your phone right now?

Spotify - although I’m learning to love Slack!

What bit of advice would you give your 18-year-old self?

The same as I tell myself now – try not to sweat the small stuff.

What would your superpower be?

Infinite patience – my relationship with my children would benefit enormously.

Sally Allan

Chief Marketing Officer

Sally Allan

Chief Marketing Officer

I'm helping to shape the Wealthify brand and personality into something that truly connects with our customers and delivers on the promises we make.

What's the best investment advice you've been given?

When I got my first Saturday job, my mum told me to spend half, save half…if only I'd listened.

What do your shoes say about you?

There's no place like home.

What's the most useful App on your phone right now?

Headspace - 10 minutes to clear my mind, priceless.

What would your superpower be?

Nose wiggling, magical powers like Samantha from Bewitched

Mike Normansell

PR & Content Manager

Mike Normansell

PR & Content Manager

Resident wordsmith and flag-flyer for everything Wealthify - I devise creative ways to get people thinking and talking about us.

What's the best investment you've ever made?

I bought a guitar at 19 and taught myself to play - I'm quite a way off selling my millionth album, but it's brought me hours of pleasure nonetheless.

What do your shoes say about you?

Always on the go - usually running to make up time.

What's the most useful App on your phone right now?

My banking app - it's great to have control of your money on the go.

What gadget can't you live without?

The humble kettle - try living without one.

Car or bike?

Cycling to work is a wonderful tonic.

Paul Jones

Graphic Designer

Paul Jones

Graphic Designer

As chief crayon monitor, I make visually creative content for Wealthify and ensure all we do stays true to our brand.

What’s the best investment you’ve ever made?

My very first Apple Mac. I taught myself how to use QuarkXpress, Illustrator and Photoshop, which helped me get my first Graphic Design job.

What do your shoes say about you?

The classic desert boot – simple, stylish and not averse to cutting a few shapes on the northern soul dancefloor.

What’s the most useful App on your phone right now?

Code School – a fantastic little free app I can now use to learn all sorts of coding languages whilst simultaneously tickling the back of my 2-year-old son to get him to sleep in the evening.

What thing can’t you live without?

My running shoes. There’s no better way to clear your head after a busy day at work, or get the blood pumping first thing in the morning, than a quick run.

Car or bike?

A bike would ruin the hair

Cécile Boyer

Content Marketing Executive

Cécile Boyer

Content Marketing Executive

Juggling with words to create quality content likely to engage the FOMO (Fear Of Missing Out) crowd.

What's the best investment advice you've been given?

My boyfriend keeps repeating the same motto: ‘save £20 a week, and you’ll get £1000 over a year’

What gadget can't you live without?

My kindle – best way to escape the real world.

What will your epitaph say?

#myjobhereisdone

What's the most useful App on your phone right now?

Instagram, aka the world of #selfies and #avocadotoasts

What would your superpower be?

I’d freeze time, so I can get more sleep in the morning.

Andrew Amy

Investment Manager

Andrew Amy

Investment Manager

At the coal face of the investment decisions and operations – shaping and maintaining our customers' investment portfolios.

What qualifies you to do this job?

I left school and went straight into stockbroking at 19, taking an active role in dealing and advising customers. I hold the CISI Investment Advice Diploma and am a CFA Level II Candidate.

What's the best investment lesson you've learnt?

Markets aren't always logical, so don't be afraid if, in the short-term an investment isn't going your way.

What do your shoes say about you?

Sharp, professional and like to be kept on my toes!

What's the most useful App on your phone right now?

Having recently moved to Cardiff, it has to be Google Maps.

What gadget can't you live without?

My Swan steam generator iron.

Leon James

Consulting Technical Lead

Leon James

Consulting Technical Lead

Anything required to help transform the vision of the company into an effective, useful, accessible technical product.

What's the best investment advice you've been given?

Invest your time and energy in finding a job you love. If you do something you enjoy, you never have to work a day in your life.

What do your shoes say about you?

Low maintenance, dependable and look better the older they get.

What will your epitaph say?

Unshakeable confidence in the face of all evidence.

What's the most useful App on your phone right now?

CodyApp – thousands of Yoga classes at my fingertips!

What would your superpower be?

The ability to banish all grammatical errors from the internet.

Jason Nice

Senior Software Engineer

Jason Nice

Senior Software Engineer

I do the tech stuff behind the scenes, so that Wealthify works.

What's the best investment advice you've been given?

Stop giving money away paying rent and buy your own place.

What do your shoes say about you?

Clean, well-mannered and shiny ☺

What would your superpower be?

Absorb all information I come into contact with instantly, after all, knowledge is power.

Chris Cox

Software Engineer

Chris Cox

Software Engineer

I help to build the Wealthify platform and keep it running.

What's the best investment advice you've been given?

Money you put in should be an amount you can live without, and any return should be a nice surprise!

What do your shoes say about you?

Doing the job - in comfort and style.

What gadget can't you live without?

My PC – after all, it’s what keeps me in a job!

What's the most useful App on your phone right now?

Waze – helps me beat the traffic, tells me if my ETA changes, and makes sure I’m on the fastest route.

What bit of advice would you give your 18-year-old self?

At that point, Bitcoin were roughly $13 each – so, buy all you can and #HODL until December 2017!

What would your superpower be?

Instant teleportation – I would save so much money on petrol.

Nick Wain

Customer Service Representative

Nick Wain

Customer Service Representative

I take all your Wealthify queries and make sure they’re answered, ask me anything anytime!

What’s the best investment you’ve ever made?

I bought a piano for my wife as a wedding present; we are learning to play together and will one day teach our children!

What do your shoes say about you?

They would say (in perfect German) how glad they are to have a guy as cool as me on board.

What’s the most useful App on your phone right now?

The Audible App – listening to autobiographies narrated by the author is particularly enthralling.

What would your superpower be?

The ability to travel faster than the speed of light – I’d like to check out the other side of the universe to see what I’m missing.

What thing can’t you live without?

My phone: I try to not let it take over my life, but most of the time it does.

Layth Saadi

Customer Service Representative

Layth Saadi

Customer Service Representative

I’m on the frontline, making our customer experience as smooth and enjoyable as possible.

What's the best investment advice you've been given?

Don’t work for money, make money work for you.

What do your shoes say about you?

I never duck my responsibilities, or let our customer experience slip (sorry!).

What gadget can't you live without?

My satnav; without it I’d never find my way anywhere.

What will your epitaph say?

I knew this would happen, eventually.

What would your superpower be?

The power to control time, I can go back and experience different eras, see what the future holds, or simply extend the present.

Scott Smith

Compliance Manager

Scott Smith

Compliance Manager

I make sure the company stays firmly within our regulatory boundaries…

What's the best investment advice you've been given?

Don’t tinker, and ignore the noise.

What do your shoes say about you?

Whether it’s a Thai Boxing opponent, or a compliance process, I’m no stranger to delivering a well-timed kick.

What gadget can't you live without?

Ice packs and Tiger Balm – not exactly gadgets but essential after Thai Boxing training.

What will your epitaph say?

He stayed within the rules from 1982 to 2082.

What's the most useful App on your phone right now?

MapMyRun – does what it says on the tin!

What would your superpower be?

Understanding compliance rules is kind of a superpower in itself.

Dan Bacon

Compliance Officer

Dan Bacon

Compliance Officer

Help make sure Wealthify is staying between the lines set by regulators.

What's the best investment advice you've been given?

If you can’t afford three of what you’re about to buy, don’t buy any! It helps me stay within my financial means and not overspend.

What do your shoes say about you?

Versatile, and I don’t pick style over comfort!

What gadget can't you live without?

Alarm clock. Without a doubt a life saver.

What bit of advice would you give your 18-year-old self?

Enjoy the little things.

What would your superpower be?

Flight - be nice to get some sun every weekend and to get away from the rain in Cardiff.

Jessica Smith

Executive Assistant

Jessica Smith

Executive Assistant

I provide business support to all the board members and chief executives; keeping them as productive and motivated as I can (even on a Friday afternoon!)

What do your shoes say about you?

Seriously Jess?! For once can you please go for comfort over style.

What gadget can't you live without?

My fitness watch! I’m obsessed with tracking every part of my life! (No wonder I’m an Executive Assistant!)

What will your epitaph say?

Na na na na, na na na na, hey hey-ey, goodbye

What's the most useful App on your phone right now?

Being Australian, I’m always wanted to catch up with all the gossip back home! I’m always on my Australian news apps!

What would your superpower be?

The ability to fly. I’d save a fortune on getting back to Australia

You're in safe hands

Authorised
Authorised and regulated by the Financial Conduct Authority (FCA)
Experienced
Your money is looked after by our team of experienced and qualified investment managers, and we’re backed by global financial services provider, Aviva.
Secure
Your investments and cash are held in custody by Winterflood Securities. They are part of Close Brothers Group, founded in 1878, who look after billions of assets worldwide.
Protected
Up to the first £50,000 of your money may be protected by the Financial Services Compensation Scheme (FSCS)

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