The Wealthtime Foundation

Helping the wider community

The Wealthtime Foundation supports registered charities in the Bath, Salisbury and London areas. The charities help individuals pursue their potential by delivering support and services to those who may not otherwise have had opportunities.

We run independently to the Wealthtime Group. Our Trustees represent a cross-section of our businesses with a diverse mix of lived experiences and skills. We look for charities offering practical improvement to individual life chances for those who are born into, or find themselves in circumstances, which limit their opportunity to succeed.

We believe that everyone should be able to pursue their potential and that reducing or removing barriers will make local changes for the wider benefit to society.

The Wealthtime Foundation is a charitable incorporated organisation (CIO) registered in England and Wales (Charity no. 1176128).

£83,915

The total raised by the Wealthtime Foundation so far…

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Our Chosen Charities

Our chosen charities include, but are not limited to, organisations and initiatives which focus on children and young people from low socio-economic backgrounds, improving access to higher education and the workplace and work accessibility.

Trustees

Jackie Baker Payment Services Executive and Office Co-ordinator

Nick French Commercial Director Read bio

Nick joined Wealthtime as Commercial Director in November 2024, bringing with him over 25 years’ experience in the financial services industry, following his previous role as Chief Distribution Officer at Blackfinch Group (an award-winning investment manager and tax efficient solutions provider). Prior to this, he held a 3-year tenure at Marlborough Group, as CEO of Select Platform and Head of Adviser Solutions, and spent over 12 years at Russell Investments as Managing Director.

He has specialised in Consulting, Mergers and Acquisitions, and has also held various roles at Zurich and Skandia Life (Old Mutual) throughout his long career. When he’s not in the Wealthtime office speaking to colleagues and coming up with new ideas, you can find him at home enjoying the company of his Miniature Dachshund; Cedric.

Lucy Bristow Chief Customer Officer Read bio

Lucy joined Wealthtime in 2018. She was Managing Director at Embark in her last role and has held senior roles at James Hay and Ascentric.

With over 20 years of platform experience, Lucy is passionate about delivering excellent customer outcomes and building successful long term key strategic relationships. Outside of work Lucy is a keen runner and enjoys skiing, tennis, theatre, and live music.

Neil Harvey Head of People Services

Shona McCluskey Head of Strategic Transformation Read bio

Shona joined Wealthtime in September 2024 as Head of Strategic Transformation. During her time as a management consultant, Shona supported a range of clients to design and deliver complex strategic transformation initiatives, including operating model design and technology transformation programmes. Prior to Wealthtime, Shona worked at Alpha FMC and EY. She enjoys exploring yoga studios and restaurants in London, and spending time with her fiancé and her cat, Nacho.

Request Funding

Complete this form to request funding and a member of our team will be in touch.