Our Advisers
Wealth at Work Limited is authorised and regulated by the Financial Conduct Authority (FCA). Please find below a list of Advisers who we have assessed and certified as fit and proper. This can be validated via the FCA register, please click here and select ‘Who is involved with activities at this firm’ in the contents menu.
Please find a list of our current advisers below.
Adam Gerrard
Adam's qualification include a degree in Retail, Marketing and Management from Loughborough University as well as the level 4 Diploma in regulated Financial Planning from the Chartered insurance Institute. Outside of work Adam enjoys playing football and spending time with his wife and their Westie, Winston.
Alison Howarth
Alison's qualification include the Diploma for Financial Advisers. Outside of work, Alison enjoys spending time with family and friends as well as running.
Alistair Habermehl
Ali's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited from the The Chartered Insurance Institute. Outside of work, Ali likes to keep active by playing football, tennis and squash and also enjoys watching live music and comedy.
Andreea Jackson
Andreea joined the Financial Services industry in 2011. Her qualifications include the Level 4 Diploma for Financial Advisers accredited from the London Institute of Banking & Finance. Outside of work Andreea is a keen amateur gardener, enjoys spending time with her family and loves to travel.
Andrew Scourfield
Andrew's qualifications include the Diploma for Financial Advisers. He specialises in financial planning and has extensive knowledge within pensions and investments. Outside of work, Andrew enjoys travelling, cooking, motorsport and tennis.
Anthony Vasiliou
The Adviser for your meeting is Anthony Vasiliou. Anthony's qualifications include the Level 6 Advanced Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Anthony plays 5 a side football.
Ashley Young
Ash's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of Work, Ash enjoys playing golf, walking his dog and most sports.
