We employ a variety of technical experts in specialist areas to provide a complete service offering. These dedicated teams of professionals include:
We employ a variety of technical experts in specialist areas to provide a complete service offering. These dedicated teams of professionals include:
Some of our key people include:
Jonathan Watts-Lay
Director
Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.
In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement.
Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See latest news for more details.
Jane Griffiths
Head of Education Innovation and Delivery
Jane joined us in 2006 after gaining many years within the banking sector delivering training and leadership interventions for regulated sales teams.
She is a qualified Project Manager and has successfully implemented many business and operational change projects during her career.
Jane leads the education and events departments to ensure our programmes are delivered according to the client’s objectives.
Mark Hewitson
Head of Client Development
Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.
He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.
Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.
Paul Morton
Investment Planning Director
Paul is a Chartered Member of the Chartered Institute for Securities & Investments and has many years’ experience working in the Financial Services industry.
Paul’s career began with the responsibility for the day-to-day discretionary management of private client investment portfolios.
He then went on to manage the Adviser Support function for a financial services company and became a regulated Investment Adviser providing strategic advice on asset allocation and portfolio construction to private individuals.
Paul joined us in 2004 to set-up and manage the national team of advisers. He is responsible for regulated financial advice across the Group.
Sarah Long
Head of New Business
Sarah joined WEALTH at work in 2021 and heads up the new business team. Sarah has extensive experience in both broad based and executive compensation plans on an international level and has over 20 years’ experience in the equity plans/employee benefits market. She is passionate about all aspects of wellbeing in the workplace and in particular financial wellbeing to help improve people’s lives. A keen runner having participated in many marathons and is proud to have raised over £28,000 for breast cancer charities. In her spare time Sarah is also a Rugbytots coach.
Victoria East
Corporate Relationship Manager
Vicky has over 13 years of experience in financial services. Her current role involves supporting companies in helping their employees become more financially resilient through providing engaging financial education programmes and by utilising tools like the Financial Healthcheck, as well as our financial guidance services. Vicky speaks at many events around financial wellbeing and how it supports the whole wellbeing agenda for companies.
27th June 2022
According to the latest research by the Office for National Statistics, 77% of people over the age of 16 reported feeling “very or somewhat worried about the rising cost of living”.
20th June 2022
Household finances are currently coming under pressure due to the increased cost of living. With further inflation rises in the coming months, the squeeze on finances is only set to worsen.
27th May 2022
With the current cost of living crisis putting pressure on household finances, it is now even more difficult than ever for first-time buyers to get on the property ladder.