Ben is the CEO of Wealth Wizards, a qualified Actuary and experienced financial services leader. With a passion for delivering great client outcomes he leads the Wealth Wizards team in transforming how people access financial planning and advice.

When he’s not driving innovation in financial advice, Ben enjoys quality time with his young family and is often either planning or eagerly counting down to his next ski adventure.

John is a Chartered Financial Planner and Fellow of the Personal Finance Society. He heads up the Personal Advice Team and specialises in building bespoke financial plans for clients. Alongside this, he is focussed on modernising how we give advice, to make it more engaging for customers and more affordable.

When he is not busy making financial advice accessible and affordable you’ll find John caring for his young family or helping out on his family’s farm.

Jonny is a senior financial planning consultant, providing both guidance and advice to clients.
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Jonny studied marketing at Newcastle University and holds the Regulated Diploma in Financial Planning while working towards becoming a Chartered Financial Planner.

In his spare time Jonny enjoys playing sports, particularly football, cricket and running.

Jess is a Paraplanner. She provides essential support and assistance in various aspects of financial planning, including analysing clients’ finances and drafting recommendation reports.

Jess studied Physics at Swansea University and now holds the DipPFS in Financial Planning, working towards Chartered Status. In her spare time Jess plays Netball and Rounders.

Tony was one of the founders of Wealth Wizards, and is passionate about our founding mission to bring the benefits of expert financial guidance and advice to everyone.

Previously part of the founding teams behind Zopa, the pioneering P2P lender and neo-bank, and Egg, the original internet bank, he has also been a strategy adviser to various blue chip financial services businesses and is a chartered actuary.

Sammy is a Financial Planning Consultant and one of the first points of contact for financial guidance. She is working towards the Regulated Diploma in Financial Planning. She is also responsible for our client email communications, ensuring that everyone is up to date with the latest developments and insights.

In her free time Sammy loves spending time with her family and going to the gym.

Shiv is an experienced financial services professional with a passion for reading and travel. Her expertise lies in organisation, client relationship management and financial planning implementation.

When she’s not immersed in numbers, you’ll find her exploring new destinations and discovering stories through books.

David is a Chartered Financial Planner and brings a huge  amount of technical expertise and experience to the team.

In his spare time,  David likes to keep fit and spend time with his family.

Jade is a Financial Planning Consultant who offers financial guidance to our clients. Having been a financial planner in her previous role, she also assists the team in undertaking technical work and report writing. Jade studied Sports and Exercise Science at University of Gloucestershire and moved into financial services in 2013. She successfully completed the Diploma in Regulated Financial Planning in 2021 and is in the process of undertaking her exams to become a Chartered Financial Planner.

In her free time, she enjoys running (and most sports), holidays, and soaking up as much time as possible with her partner, family and friends

Mike is a Financial Planning Consultant who offers financial guidance to our clients and creates much of our educational content.

He will likely be one of the first points of contact in your Wealth Wizards journey.

Mike studied Human Performance Science at Brunel University in West London and then transitioned into Financial Services in 2016. He successfully completed the LIBF Diploma for Financial Advisers (DipFA) and worked as a Financial Coach.
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In his free time, Mike enjoys competing in CrossFit and spending time with his partner and their dog.