About

We're on a mission to integrate technology and eliminate the need for financial advisers to manually key data. Brought to you by the same people who brought you CashCalc.

Matt Wiltshire

Co-founder & Chartered Financial Planner

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Joseph Williams

Co-founder & CEO

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Tom Newton 

Chief Technology Officer 

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Steve Mitchell

Commercial Consultant

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Matthew Short 

Head of Web Development

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Tom Roberts

Co-founder & Head of Compliance

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Aled Phillips

Co-founder & Chartered Financial Planner

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