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.

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

Chairman

Richard Avery-Wright

Co-founder and Chairman

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.

Alun Doull

Chief Finance Officer

Alun Doull

Chief Finance Officer

I hold the purse strings and make sure we're on plan.

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

When I went up to secondary school my parents bought me a posh, leather briefcase which I absolutely hated! 41 years later I'm still using it every day for work. It's a bit battered round the edges now, but I love it.

What do your shoes say about you?

When I started in the City, everybody wore black brogues and I've stuck with them for work ever since. I do love a good Jesus boot though…

What would your superpower be?

I'd turn back time so that I could have one last holiday in France with my late father and enjoy his company over some glorious food and wine.

Car or bike?

I'd probably plump for public transport.

Dennis Stoller

Investment Analyst

Dennis Stoller

Investment Analyst

My role is to develop effective and sensible investment strategies, then automate them.

What qualifies you to do this job?

I have a PhD in Nuclear Physics and spent a part of my early career working in the cryogenic superconducting magnet team of the world's highest energy particle accelerator. My early work used much of the same mathematics that underlies modern finance theory, providing a natural progression into quantitative finance and asset management. Over the past decade, I have been constructing and operating quantitative systematic investment strategies.

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

Don't lose the money!

What do your shoes say about you?

Not much, but when they do talk, they always put their foot in their mouth.

What can't you live without?

Electrons.

What's your favourite gadget?

A corkscrew.

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.

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.

Gerard Harris

Digital Marketing Manager

Gerard Harris

Digital Marketing Manager

My job is to bring new customers to our website and make sure they get a great Wealthify experience

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

Investing isn’t as risky as you might think, once you realise the combined impact of low interest rates and rising inflation on your cash savings.

What do your shoes say about you?

A clean pair of walking boots means I love the outdoors, but I rarely get to use them at the moment since the arrival of my baby boy.

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

The Wonder Weeks – it usefully tells me whether I should expect smiles or ‘grizzle chops’ from my son on a week-by-week basis.

What would your superpower be?

I’d choose the ability to freeze time and use the time to read a book, watch a couple of movies and have a cuppa with a few biscuits – basically all the things I wish I’d done more of before I became a dad – and still have lots of time for saving the world and putting the nappy bin out.

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.

What thing can't you live without?

That will have to be my very lovely girlfriend.

Helen Cadwallader

Junior Software Engineer

Helen Cadwallader

Junior Software Engineer

I keep the tech slick, stylish and up-to-date!

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

Spending a year working and travelling abroad – it cost a lot, but the experiences and memories were worth every penny.

What do your shoes say about you?

I love to get out and about and explore the world around me.

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

Videostream – a very clever little app that allows me to stream films and TV programmes from my computer to my TV, using just my phone.

What would your superpower be?

Flying. I always think it would be really relaxing, plus the freedom to go anywhere at any time would be awesome.

What thing can’t you live without?

Coffee, enough said!

Kiel White

Software Engineer

Kiel White

Software Engineer

I build and maintain the tools and systems Wealthify's investment experts use to monitor our customers' money.

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

My house and all the improvements we've made.

What do your shoes say about you?

Smart, uncomplicated, yet professional.

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

Angry Birds 2 – it kills the commuting time on the train.

What would your superpower be?

I'd love to have the ability to fly. To have total freedom.

Simon Thomas

Front End Developer

Simon Thomas

Front-end Developer

Creating an online experience for our customers that is both functional and beautiful.

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

My allotment. I get to grow weird and interesting crops that cost a fortune in the supermarket and taste fantastic (cue the picture of the rude looking carrot).

What do your shoes say about you?

You'll find me in the mosh pit…these boots have seen many, many gigs.

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

Paprika Recipe Manager for iOS.

What gadget can't you live without?

Cafetière - I don't function well without proper coffee.

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

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.

Rob Merrills

Company Accountant

Rob Merrills

Company Accountant

I crunch the numbers and make sure we pay our bills.

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

Always invest in a top-of-the-range mattress. You'll never make a good decision after a bad night's sleep.

What do your shoes say about you?

He's got the boots, he's got the socks, (he thinks) he's got the looks. But he can't bend it like Beckham

What gadget can't you live without?

Calculator - without one I wouldn't be gainfully employed.

What will your epitaph say?

Check back in 3 days, in case of resurrection.

You're in safe hands

Wealthify
Authorised and regulated by the FCA, we are 100% independent and our investment team has over 55 years of combined industry experience.
Your investments and cash are held in custody by Winterflood Business Services. They are part of Close Brothers Group, founded in 1878, who look after billions of assets worldwide.
Up to the first £50,000 of your money can be protected by the Financial Services Compensation Scheme

We use funds from leading providers to build your Plan

Made in Cardiff

We are based in the fastest-growing capital city in Europe, a hotspot for entrepreneurial, financial services and technology companies.

Try Wealthify now