Wealth Club team

Wealth Club was founded in 2016 by Alex Davies, a former Hargreaves Lansdown director and shareholder and current Chief Executive of Wealth Club. 

The senior management has years of investment and industry experience. 

Today Wealth Club has 30 employees, from a range of backgrounds but with the common goal of helping experienced investors make better investment decisions. 

Alex Davies – CEO

Alex Davies

Chief Executive

Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.

Gayle Bowen FCCA – Finance Director

Gayle Bowen FCCA

Finance Director

Gayle is a qualified accountant with 20 years of experience in corporate finance and private equity. She was previously a Corporate Finance Director at BDO (1998 to 2013) and has led a range of MBOs, fundraisings, disposals, mergers and acquisitions, leading due diligence and audit assignments. Prior to joining Wealth Club in 2016 Gayle was finance director at private equity backed Biological Preparations Group Ltd. At Wealth Club she is Finance Director and Head of Direct Company Investments.

Marta Caricato – Marketing Director

Marta Caricato

Marketing Director

Marta is a highly experienced marketer specialising in financial services. She worked 10 years for Hargreaves Lansdown, first with their marketing agency then as their Head of Pensions Marketing. Over the years she’s also worked with several other financial services firms, including Prudential, Rias, CommShare, Interactive Investor and LV=.

Ruth Richards – Compliance Director

Ruth Richards

Compliance Director

Ruth spent 18 years at Hargreaves Lansdown, 15 as Head of Retirement. She developed annuity and drawdown services and helped the firm take advantage of sweeping pension changes in 2015. Ruth holds the Diploma in Regulated Financial Planning and a First Class Honours degree in German and Russian from the University of Nottingham.

Sheridan Leech – Client Service Director

Sheridan Leech

Client Service Director

Sheridan holds a First Class Honours degree from King’s College London. His focus at university was on British economic history. His personal interest in finance and investments led him to work firstly at Hargreaves Lansdown during his holidays and latterly global fund group Legg Mason. After graduating he returned to Legg Mason on the Sales and Client Service desk before joining Wealth Club.

Charlie Huggins – Head of Equities

Charlie Huggins, CFA

Head of Equities

Charlie joined Wealth Club in April 2022 from Hargreaves Lansdown, where he worked for over a decade. He was a Fund Manager for the HL Select UK Growth and Income Funds, managing around £500 million of assets. Charlie is a CFA Charterholder, and also holds the Investment Management Certificate (IMC) and a diploma in regulated financial planning. Charlie studied Biochemistry at Oxford University, gaining a First Class Master’s Degree.

Jonathan Moyes – Head of Investment Research

Jonathan Moyes, FCSI

Head of Investment Research

Prior to joining Wealth Club in 2019, Jonathan was Head of Research at Whitechurch Securities, a discretionary fund management business where he managed £400 million in discretionary model portfolios. Jonathan is responsible for the fund research at Wealth Club and is often quoted commenting on fund management issues in the press. He was named Citywire Top 30 under 30 for five years in a row. Jonathan is a Chartered Fellow of the CISI. 

Alison Briggs – Investment Analyst

Alison Briggs, ACMA

Investment Analyst

Alison joined Wealth Club in 2021 bringing eight years’ experience in venture capital investment and portfolio management from YFM Equity Partners, and four years’ corporate finance and due diligence experience from KPMG Corporate Finance. A qualified Chartered Management Accountant, Alison has also worked for Cadbury, British Airways, Barclays and Rolls-Royce in a variety of finance, credit and risk roles. She holds the CFA UK Investment Management Certificate (IMC).

Ellie Sawkins – Investment Analyst

Ellie Sawkins

Investment Analyst

Ellie joined Wealth Club in January 2018 after achieving a Master’s degree in Biological Sciences from Bristol University. Since then, she has worked in various departments within Wealth Club, and now is part of the Investment Research team. Ellie recently achieved her CFA UK Level 4 Certificate in Investment Management (IMC). She is now studying to become a Chartered Financial Analyst.

Nick Hyett – Investment Analyst

Nicholas Hyett, CFA

Investment Analyst

Nicholas joined Wealth Club in December 2021 after six years at Hargreaves Lansdown, most recently heading up the equity research team. In that role, he oversaw all execution-only equity research, with sector specialisms in financial services, pharmaceuticals, natural resources and global technology stocks. Nicholas holds a degree in Philosophy, Politics & Economics from the University of Oxford, is a CFA Charterholder, holds the Investment Management Certificate and Certificate in ESG Investing from the CFA Institute.

Tris Gibbons – Portfolio Analyst

Tris Gibbons, ACA

Portfolio Analyst

Tris is a qualified accountant with a background in audit and corporate valuations. Before joining Wealth Club in 2021, he spent eight years at mid-market accountancy firms RSM and BDO where he worked with a range of owner-managed, listed and Private Equity backed businesses. 

Ben O'Sullivan – Client Relationship Manager

Ben O’Sullivan

Client Relationship Manager

Ben studied History at Cardiff University, focussing on socioeconomic issues and obtaining a BA (Hons). He joined Wealth Club in 2018, shortly after graduating, and has held a number of roles with the Client Service and Operations team since. He is now a Client Relationship Manager, assisting investors across the entire product range. He is especially passionate about helping investors access early-stage opportunities and has been the lead on a number of Wealth Club deals.

Dominic Weir – Client Services Associate

Dominic Weir

Client Services Associate

Dominic holds a double first in geography from the University of Cambridge and a Master's of Science in Economic History from the London School of Economics, specialising in monetary and financial history. He joined Wealth Club in 2021, shortly after graduating. Dominic is a member of the EISA Green Shoots network and is currently studying the CFA UK Level 4 Certificate in Investment Management (IMC).

Sam Stephens – Client Relationship Manager

Sam Stephens

Client Relationship Manager

Sam joined Hargreaves Lansdown after gaining a degree in business studies. He worked there for five years and was an integral part of the high net worth service. Latterly, he was responsible for some of their key corporate clients in the banking and legal sectors. Currently, Sam is studying for a Diploma in Regulated Financial Planning.

Tom Dimonaco, DipPFS – Client Relationship Manager

Tom Dimonaco, DipPFS

Client Relationship Manager

Tom holds a diploma in regulated financial planning and a degree in business studies. He was a Workplace Financial Education Manager at Hargreaves Lansdown, responsible for its largest corporate pension clients. Previously he worked for Rolls Royce Defence Aerospace and a large recruitment company.

Jo Thorne – Head of Public Relations

Jo Thorne

Head of Public Relations

Jo has 22 years of experience in financial services PR. She previously worked at Coutts for 12 years as an Associate Director, as well as Hargreaves Lansdown, Deloitte, HSBC and FirstDirect. She started her career with PR agency Lansons Communications. Jo is responsible for all press relations for Wealth Club and has a particular interest in broadcast PR. She works closely with our in-house team of investment analysts and experts, to share our views and comments with journalists and broadcasters.

Melissa Gardiner – Head of Product Development

Melissa Gardiner

Head of Product Development

Melissa joined Wealth Club after working at Hargreaves Lansdown for nearly 20 years. She was involved in the development of their SIPP since launch, including the implementation of several changes in pension rules. Her varied experience also includes ISAs and investment accounts, and she has wide-ranging knowledge of the regulatory framework which underpins them all. She has a degree in History from the University of Bristol and holds the Diploma in Regulated Financial Planning.  

India Ayling – Digital Content Specialist

India Ayling

Digital Content Specialist

India graduated in 2021 from the University of Bristol with a first in a Master’s of Chemistry, where she carried out research into the synthesis of protocells. She joined Wealth Club shortly after in the Client Services department before moving to Digital Marketing.  

Mark Churchill – Digital Marketing Manager

Mark Churchill

Digital Marketing Manager

Mark has been working in digital marketing since 2004, primarily in financial services focusing on property and investments. His specialities are search, analytics and website content. He joined Hargreaves Lansdown in 2011 heading up paid search. Prior to joining Wealth Club he worked for Moneyhub, a fintech startup later acquired by Momentum Global Investment Management.

Pat Bazzard Schirmer – Copywriter

Pat Bazzard Schirmer

Copywriter

Pat began her copywriting career at Ogilvy & Mather Direct Singapore. Amongst other direct marketing awards, she has won the US-based ADMA Diamond Echo (best of a year’s Gold Echo winners). Pat holds a BA in Literature and Philosophy, an MA in Literary Studies and an MA in Journalism. Her volunteer work includes summarising theses, research papers and organisation profiles for Altiorem, the not-for-profit online library resource supporting advocates for sustainable finance.

Christopher Abbot – Finance Manager

Christopher Abbott

Finance Manager

Christopher joined Wealth Club in 2017 after graduating from the University of Bristol with a degree in Accounting and Finance. He has since gone on to complete his ACCA qualification. Previously to Wealth Club he has held various accounting roles at Bristol Sport, Sci MX Nutrition and Hargreaves Lansdown.

Faith Byrne – Accounts Assistant

Faith Byrne, MAAT

Accounts Assistant

Faith joined Wealth Club in 2018 as an apprentice in the finance department. Since then, she has successfully completed her level three and four AAT qualifications and is currently studying towards her ACCA qualification.

Gábor Radócz – Head of IT

Gábor Radócz

Head of IT

Gabor has gained expertise in various fields of computer technology, starting with developing embedded systems for telecom and security applications. In the bearings industry he developed advanced data-mining solutions for integrating flow control and resource management. Before joining Wealth Club Gabor worked in Hargreaves Lansdown's web development department for two years.

Gary Stone – Test Engineer

Gary Stone

Test Engineer

Before joining Wealth Club in 2022 as a test engineer, Gary worked at various technology companies, including Dojo, as an application specialist and hardware technician. His responsibilities included providing technical support as well as generating daily security reports of the running systems to identify and fix issues. He also participated in troubleshooting and building of front-end applications, SQL supporting and monitored micro services and APIs to provide uninterrupted service operations. 

Elliott Weeks – Software Engineer

Elliott Weeks

Software Engineer

Before joining Wealth Club in 2022 Elliott was a consultant at Aviva for four years. His expertise covers a wide range of technologies including behaviour-driven development in Java/Groovy programming languages, custom-built testing frameworks in selenium, and infrastructure deployment using Terraform. During his time with Aviva, he has gained a deep understanding of corporate pension platforms in areas such as payment gateways, annual management charges, and client assets sourcebooks (CASS). Elliott was also the 2021 hackathon winner at Aviva and participated in the 2021 European Software testing competition where he was a finalist.

Bayley Royle – Client Administration Associate

Bayley Royle

Client Administration Associate

Bayley joined Wealth Club straight after leaving school in 2018. Initially, he joined Client Services, before moving to Administration, where he has become an integral part of the team. Bayley maintains a keen interest in investments and financial services. 

Holly Perris – Client Administration Assistant

Holly Perris

Client Administration Assistant

Holly joined Wealth Club in 2021, after graduating with a First Class Hons. degree in International Business Management from Oxford Brookes University. She spent her placement year working for a facilities management organisation, before supporting a small engineering startup through her final year of university. 

Jack Ellison – Client Administration Manager

Jack Ellison

Client Administration Manager

Prior to joining Wealth Club in 2017, Jack worked at Hargreaves Lansdown in various departments, including investments and pensions and latterly as an Investment Portfolio Analyst. Jack is now responsible for managing Wealth Club’s administration team.