WEALTH at work
WEALTH at work is a financial wellbeing and retirement specialist that provides financial education and guidance services to employees and pension scheme members. Established in 2005, the company helps individuals understand their financial options and improve their financial wellbeing through coaching and support.
- Investment advice
- Financial helpline
- Retirement income options
- Financial guidance services
- Financial education programmes
Locations
Competitors
The Universities Superannuation Scheme is the principal pension scheme for academic and comparable staff in UK universities and other higher education and research institutions.
IFGL Pensions is a SIPP and SSAS administrator and operator based in Liverpool, UK, with 20 years of experience in the sector.
Company Details
WEALTH at work is operated by Wealth At Work Limited and is a Active company incorporated on 8 September 2004 with the registered office located in Liverpool, Merseyside. Wealth At Work Limited was registered 21 years ago.
Status
Active
Size
Large
Directors
8
Age
21 years old
Employees
356
Turnover
£48.47M
Total Assets
£34.05M
Cash in Bank
£12.47M
Total Liabilities
-£6.93M
Teams
247
137
100
41
28
22
20
Non Executive Chairman • Joined Jan 2013
Executive Assistant
Director • Joined Aug 2009
Director
Marketing Executive • Joined Jan 2022
Executive PA • Joined Feb 2016
Marketing Executive • Joined Nov 2022
Technical Lead Paraplaner • Joined Feb 2022
Fund Manager • Joined Jan 2012
Compliance Manager • Joined Oct 2007
Fund Manager • Joined Jan 2012
Fund Manager • Joined Dec 2009
Wealth Analyst Manager
Manager - Financial Coaches • Joined Jul 2022
Manager - Financial Coaches • Joined Aug 2024
Head Of Corporate Accounts • Joined Sep 2022
Manager - Financial Education Design • Joined Mar 2014
Investment Administrator • Joined Apr 2017
Pensions Administrator • Joined Nov 2022
Pension Administrator • Joined Mar 2024
Director • Joined Aug 2009
Director
Executive PA • Joined Feb 2016
Technical Lead Paraplaner • Joined Feb 2022
Fund Manager • Joined Jan 2012
Compliance Manager • Joined Oct 2007
HR Manager • Joined Jan 2020
Marketing Manager • Joined Mar 2024
Fund Manager • Joined Dec 2009
Regional Manager • Joined Jan 2016
Wealth Analyst Manager
Manager - Financial Coaches • Joined Jul 2022
Manager - Financial Coaches • Joined Aug 2024
Manager - Financial Education Design • Joined Mar 2014
Consultant • Joined Apr 2023
Pension Transfer Specialist • Joined Feb 2022
Pension Transfer Specialist • Joined Mar 2025
Business Analyst • Joined Aug 2019
Compliance Consultant • Joined Jul 2024
Compliance Consultant • Joined May 2023
Client Services Executive • Joined May 2023
Client Relationship Manager • Joined Jan 2023
Client Services Manager
Head Of Client Relations • Joined Apr 2025
Head Of Client Services
IT Support Technician • Joined Mar 2023
IT Support Technician • Joined Jun 2017
IT Support Assistant • Joined Jan 2019
Financial Adviser • Joined Jul 2022
Financial Adviser • Joined Feb 2022
Marketing Executive • Joined Jan 2022
Marketing Executive • Joined Nov 2022
Marketing Manager • Joined Mar 2024
Regional Manager • Joined Jan 2016
Client Services Executive • Joined May 2023
Corporate Relationship Manager • Joined Feb 2025
Corporate Relationship Manager • Joined Sep 2010
Corporate Relationship Manager • Joined May 2024
Client Relationship Manager • Joined Jan 2023
Corporate Relationship Manager • Joined Feb 2025
Executive Assistant
Executive PA • Joined Feb 2016
Investment Administrator • Joined Apr 2017
Pensions Administrator • Joined Nov 2022
Senior Administrator
Pension Administrator • Joined Mar 2024
Pension Administrator • Joined May 2022
Pensions Administration Supervisor • Joined Apr 2019
Senior Pension Administrator • Joined Feb 2023
Investment Operations Administrator • Joined Oct 2023
View 247 members