The Wealth Club team
Wealth Club was founded in 2016 by CEO Alex Davies, a former Hargreaves Lansdown director and shareholder.
The senior management has years of investment and industry experience.
Today Wealth Club has over 30 employees from a range of backgrounds with the common goal of helping experienced investors make better investment decisions.
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Alex Davies
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.
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Marta Caricato
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.
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Ruth Richards
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.
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Sheridan Leech
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.
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Simon Power, FCCA
Simon joined Wealth Club in October 2023 after a 20-year career at Hargreaves Lansdown. There he initially worked in client administration before moving to Finance where he qualified as an accountant and became a financial controller, gaining a wealth of experience as the company transitioned from private ownership to being listed on the London Stock Exchange. He holds a BSc Hons in Biochemistry from the University of Birmingham.
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Charlie Huggins
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 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.
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Jonathan Moyes, FCSI
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.
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Ellie Sawkins
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 holds the Certificate in Investment Management (IMC), and in November 2023 she passed Level II of the CFA Program.
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Isaac Stell, MCSI
Isaac joined Wealth Club in 2024 from Parmenion, where he oversaw investment fund research for its discretionary managed portfolio service with over £6bn in AUM. Isaac achieved the diploma in regulated financial planning as well as the Private Client Investment Advice and Management Diploma. He also holds the Certificate in ESG Investing from the CFA Institute.
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Nicholas Hyett, CFA
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.
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Steve Cordiner
Steve is a qualified Chartered Accountant and experienced private equity and venture capital investor. He most recently led the investment team of the Baronsmead VCT at Gresham House and previously at Livingbridge, where he was a member of the investment committee. Steve has worked with over 50 equity-backed businesses and was Deputy Chair of the Venture Capital Trust Association (VCTA). Steve acts as an Adviser to Wealth Club's Direct Company Investment Committee.
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Philippa Vassallo, ACCA
Philippa joined Wealth Club in 2023 as part of the Direct Investments Team. She has a strong commercial background having held Finance Manager positions in both SMEs and large corporates, with a developed focus on financial planning and analysis. She is a qualified accountant and also holds a BA in English Literature from the University of the West of England.
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Ben O’Sullivan
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 especially passionate about helping investors access early-stage opportunities and has been the lead on a number of Wealth Club deals.
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Omar Sayeed
Omar joined Wealth Club shortly after finishing school in late 2023. He joined the finance department, where he assists in the maintenance of accounts. Alongside his work, Omar is pursuing his AAT qualification, demonstrating his commitment to advancing his career in finance.
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Rhys Davies
Rhys joined Wealth Club in 2023 after graduating with a 2:1 BScHons in Accounting from Swansea University. He has also had previous experience working for Deloitte’s Auditing team during his placement year and is currently working towards achieving his ACCA qualifications.
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Dominic Weir, MCSI
Dominic joined Wealth Club in 2021 after gaining an MSc in Economic History from the London School of Economics and a double first-class MA in Geography from the University of Cambridge. He is a member of the Chartered Institute for Securities & Investment (CISI) and holds several of its professional qualifications, including the Level 6 Diploma in Investment Compliance, as well as CFA UK's Investment Management Certificate (IMC).
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Tom Dimonaco, DipPFS
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.
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Jo Thorne
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.
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Melissa Gardiner
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.
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Mark Churchill
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.
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Alyssa Francisco
Alyssa has a strong background in Digital Marketing having worked for global companies such as Apple and LG Electronics — specialising in eCommerce, digital channels, and website management. She joined Wealth Club in 2022 and completed her Master’s degree in International Business Management from University of Bristol (UoB) with Distinction. Alyssa holds CFA UK's Investment Management Certificate (IMC).
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Pat Schirmer
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.
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Mike Henderson
Mike has over 15 years’ experience as a financial writer. He started out in Syndicated Loans and Commodity Derivatives Marketing at ABN Amro and RBS. Mike also served as Global Head of Economic Research at Verisk Maplecroft and an Emerging Markets Economist at Capital Economics. Before joining Wealth Club, he wrote for investment newsletters as well as trading and real estate firms.
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Jason Hanshaw
Jason is an accomplished IT professional focused on delivering secure, innovative solutions that drive growth and operational excellence. Previously CIO at Mapfre Assistance UK, he has over 20 years of experience in digital transformation and strategic management in the financial services industry, having led major projects across international markets. Jason has a BSc in Software Engineering and certifications as a Scrum Master and Product Owner.
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Bruce Williams
Before joining Wealth Club in 2024, Bruce was a Software Engineer in the Emerging Tech team at Roku, a leader in the streaming and advertising technology sector. Before this, he graduated from Swansea University with a First Class Honours BSc in Computer Science, with a year in the cybersecurity industry in Oxford.
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Calum Burnstone
Before joining Wealth Club in 2025, Calum worked at a startup specialising in preserving patient privacy in the deployment of AI algorithms. Prior to this, he was at Seccl, the Octopus-owned investment platform technology company. Calum graduated from The University of Bath with an MSc in Business Management.
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Jon Harvey
Jon is an accomplished software engineer with over 15 years of experience across finance, insurance and agriculture technology sectors. He was Technical Lead at Manna Irrigation (Israel), before joining Wealth Club in 2025. Jon has a BSc in Computer Science from Cardiff University.
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Luc Evans
Before joining Wealth Club in 2024, Luc was a Software Engineer for consultancy firm CACI, delivering software solutions for various government agencies using a variety of technologies and languages. Luc holds an MSc in Computing from Cardiff University (2020) where he achieved a Distinction.
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Mo Ben-Hamed
Prior to joining Wealth Club in 2024, Mohammed worked as a Web Developer at SmartStream, a leader in financial post-trade processing solutions and services. He developed components used by multiple solution teams and later moved to Java-based development.
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Nick Weston
Nick joined Wealth Club in late 2022 having worked at Airbus over the previous five years. During this time, he led multiple projects across manufacturing and IT with the aim of building solutions and products for the shop floor, then transitioned to SAP development to work on the production of software solutions for various business areas.
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Bayley Royle
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.
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Jack Ellison
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.
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George Arnold
George recently joined Wealth Club in 2024 after graduating with a degree in Biochemistry from the University of Bristol. George is eager to develop his investment knowledge and client skills, build relationships and learn about all the investment opportunities at Wealth Club.
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Harry Thistlethwaite
Harry joined Wealth Club in 2024. He was previously a recruitment consultant, working for a number of clients, including Wealth Club, which he helped expand the IT team. Harry holds a degree in Leadership and Business Management and looks forward to developing his knowledge in investments and financial services.
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Leon Harris
Leon joined Wealth Club in September 2024 after completing his Law degree at the University of the West of England. He holds a keen interest in financial services. Leon is keen to build client relationships and develop his knowledge of investments.
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Ben Chalkley
Ben joined Wealth Club in 2025 after graduating from the University of Southampton with a degree in Economics and Finance. He holds a keen interest in financial services and investments and is eager to develop his client skills at Wealth Club.
Recognised by the industry
From the beginning, the media has recognised us and regularly comes to us for comments on tax-efficient investments. Wealth Club is frequently quoted in the FT, Times, Telegraph, MoneyWeek, City AM and Investors’ Chronicle, to name but a few.
Wealth Club was recognised for its outstanding contribution as the winner of the Best Investment Platform category at the Growth Investor Awards in 2018, 2019, 2021, 2022, 2023 and 2024.
In 2022, Wealth Club was included in the prestigious FT 1000, the Financial Times’s annual ranking of Europe’s 1,000 fastest-growing companies.
Wealth Club receiving the Best Investment Platform award at the 2024 Growth Investor Awards.
Trusted by our clients
More important than any industry award are the comments our clients make on the service we offer.
