WEALTH at work logo

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.

DC

David Cassidy

CEO

68 reports

TM

Thomas Manley

Head Of Operations

11 reports

DTPhoto of Daniel Tonge

Daniel Tonge

Head Of Private Wealth

10 reports

JGPhoto of Jerome Gudgeon

Jerome Gudgeon

CTO

9 reports

PQPhoto of Peter Quayle

Peter Quayle

Co-Head of Portfolio Management

6 reports

JS

Jeff Saw

Head Of Technical Services & Pension Specialist

5 reports

PBPhoto of Pete Brierley

Pete Brierley

Head Of Group Finance & Reporting

3 reports

TC

Tim Carey

Senior HR Adviser

3 reports

MM

Michelle M.

Head Of Compliance And Risk

3 reports