For more than 15 years, Wealthtime has been building something special in the heart of Bath. A people centred, future focused financial services company that believes success starts with investing in talent. Now, with the opening of their brand-new office in Royal Mead, they’re proudly deepening their roots in the city they call home.
Wealthtime is an investment platform, but in everyday terms that means they provide the secure, modern technology that financial advisers use to look after clients’ savings and investments. Financial advisers use Wealthtime’s platform to manage pensions, ISAs and other investments to help people grow and protect their money. And it’s no ordinary investment platform. Wealthtime is one of the UK’s highest rated financial adviser platforms, has been rated Gold by Defaqto for its platform and pension services, and has achieved the highest possible 5-star rating for its ISA (Individual Savings Account) and SIPP (Self Invested Personal Pensions).
But Wealthtime’s ethos extends far beyond providing an innovative platform that helps financial advisers provide the best results for their clients. Their philosophy in building a culture that thrives on collaboration and pursuing potential is what really makes them a powerhouse in the Bath business community. Their 147 strong team, led by Managing Director Toby Larkman, has been built with an emphasis on nurturing local talent. With over 60 new starters joining the company in the past 18-months alone, Wealthtime advocates for encouraging people from all walks of life to explore careers in finance. Their Platform Associate program for example, see’s team members starting out in their careers, spending 6 months at a time rotating across different departments of the business. Providing a rich depth of experience to help build confidence, discover strengths and understand which areas of finance resonate with them most, Wealthtime advocates for showcasing younger generations that successful careers in finance are achievable right here in Bath. Plus, with a leadership team that’s 50% women, Wealthtime refreshingly walks the walk when it comes to supporting gender equality in an often highly male dominated industry. As a recognised member of the Good Business Charter, Wealthtime sets a precedent for being a responsible business in not only the way they treat their employees, but their customers, community and the planet.
Their move to their new office in Royal Mead marks an exciting new chapter for the company. The modern, central location provides space to innovate and connect as a team, but also signals they’re here to stay in the city for the long run. Not to mention, their newly announced partnership with Bath Rugby firmly cements their commitment to support the local Bath community.
Looking ahead, their mission is simple. Continue pursuing potential together. All in terms of providing the best platform experience for advisers, growing the business by nurturing local talent, and supporting the local community their clearly proud to be part of.
To find out more about Wealthtime, visit wealthtime.com
Toby Larkman, Wealthtime Managing Director