Wealthtime
The next generation adviser platform with £11bn assets under administration
Financial Services
300 employees
Founded 2008
Unlimited ambition
Wealthtime is an award-winning adviser platform business. We provide a secure, online service to help financial advisers and their clients manage their investments and savings. Based in Bath since 2008, we’ve built our platform by combining progressive technology with a people-driven service. We now have over 75,000 investors using our platform with £11bn assets under administration.
Our platform and products can only be accessed by professional financial advisers registered with the Financial Conduct Authority (FCA).
Unlimited innovation
Whatever the reason for investing, our wide range of product wrappers and investment options puts advisers in complete control of their clients’ investments.
Choose from over 6,000 assets – we offer a broad range of assets and maintain an ‘open architecture’ philosophy.
Access types of investing usually reserved for large portfolios - our technology and investment capabilities allow us to offer investments usually reserved for large portfolios.
Invest ethically - more and more investors are choosing to make investment choices to reflect their views on ethics and sustainability. Many of the fund managers and DFMs on our platform make available a range of ethical investments.
Invest for your children or grandchildren - we offer a Junior Stocks and Shares ISA, allowing parents to start investing on behalf of their children.
Secure Guaranteed Income - we offer a Guaranteed Income element as part of a SIPP drawdown wrapper. This allows you to secure a set level of income with a portion of your pension, while maintaining complete control over the rest.
Unlimited potential
In an increasingly digital and data-driven world, it’s important for platform providers to keep up with the pace of change. At Wealthtime, our flexible platform ecosystem means we can take an agile and responsive approach to platform development. Our continuous pipeline of platform enhancements helps us deliver regular improvements for our users, with the aim of creating the best platform experience possible.
Unlimited talent
We’re a people business and that means we’re always investing in our team to continuously improve. We’ve invested heavily in our people as part of our mission to build the best service possible. We’re focussed on helping people pursue their potential and we provide the opportunities to help our people become the best they can be.
Based in Bath since 2008, we’ve built our platform by combining progressive technology with a people-driven service. We now have over 75,000 investors using our platform with £11bn assets under administration.
Did you know…
Bath Community
At Wealthtime, we support our local community through the Wealthtime Foundation, which delivers financial support to local charities. The aim is to help local charities provide support and services to those who may not otherwise have had opportunities. The foundation has raised over £83,000 for local causes.
We’re the proud sponsors of Bath City Women FC, sponsoring the club since 2022. Through our support, the team now has the resources in place to run the club sustainably and succeed on the pitch.
As well as hiring local talent from Bath and the surrounding areas, we’ve also held mentoring days and supported local children to learn more about working in technology and financial services.
Founded
Founded in Bath in 2008, Wealthtime was created by an expert team with decades of investment experience. Their goal was to create a business focused on positive outcomes for advisers and their clients at every stage of the investment lifecycle. This has remained at the heart of what we do as we’ve evolved and grown.
How does Bath influence your work?
Our business was born and raised in Bath. Many of our people are Bath locals and we regularly recruit from the local area. We find Bath has a great talent pool when it comes to hiring new people at all levels of the business.
We give our employees time out each year for volunteering work. Many choose to give back to Bath and their local community by helping out with the many great local charities and good causes.
Through the Wealthtime Foundation, we support a wide range of local charities to help them provide much needed support and services to help local people.
Where are you based?
Our main is office in based in Bath (on Henry Street - not far from Bath Spa Train Station).
Contact details
CEO – Patrick Mill
marketing.team@wealthtime.com