WEALTH at work jobs and careers
Liverpool, Merseyside, United Kingdom
About WEALTH at work
WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.
Founded in 2004 by David Cassidy.
- Founded
- 2004
- Employees
- 125
- Headquarters
- Liverpool
Leadership
The top of WEALTH at work's org chart, with how many people report into each leader.
David Cassidy
CEO
68 reports
Thomas Manley
Head Of Operations
11 reports
Daniel Tonge
Head Of Private Wealth
10 reports
Jerome Gudgeon
CTO
9 reports
Peter Quayle
Co-Head of Portfolio Management
6 reports
Jeff Saw
Head Of Technical Services & Pension Specialist
5 reports
Pete Brierley
Head Of Group Finance & Reporting
3 reports
Tim Carey
Senior HR Adviser
3 reports
Michelle M.
Head Of Compliance And Risk
3 reports
Jobs at WEALTH at work
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