Wealth at Work

Email address and contacts

Quick try with James Stovell from wealthatwork.co.uk
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Wealth at Work company description

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.

Key Employees

  • James Stovell
    Strategic Planner - Private Wealth
  • James Parker
    Financial Planner
  • John Waterson
    National Business Development Manager

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New team members of Wealth at Work

Hannah Morgan
New Business Corporate Account Executive
Jeff Saw
Head of Technical Services & Pension Specialist
Hollie Smith
Wealth Acadamy Serives Trainee
Scott Wheeler
Strategic Planner
Nathan Holley
National Manager - Private Wealth
David Verey
Independent Financial Advisor
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