Creating an environment in which we can focus on servicing clients and their advisers.

Wealthtime is an award winning company specialising in self invested personal pensions and private client investment administration. We are passionate about offering a first class service. Wealthtime is run by people who have already made their name and reputation in the financial services industry. The company is led by Jan Regnart.

Our people

To achieve our goals we select and retain only the best pension and investment administration professionals. We have assembled a team of outstanding individuals who can be relied upon to deliver the service you and your clients expect.

Why Wealthtime?

Clients are our priority

Wealthtime has one overwhelming priority: to provide the best possible service. This simple ambition drives everything we do.

Winning business environment

Our starting point has been to create and maintain a business environment in which the finest administrators can focus solely on servicing our clients and their advisers. We offer a personal service not call centres or multiple administration teams.

Transparency and Fairness

Wealthtime receives no payment from anyone other than the fees charged to clients. There are no ‘kickbacks’ from banks or anyone else. We do not increase our fees annually either in line with National Average Earnings or the Retail Prices Index because we do not believe it is fair to make existing clients pay more than new ones.

Our Awards

01/02/2017

Defaqto Gold Service Standard - Platform

The Top Award

01/02/2017

5 star Platform Defaqto rating

The Top Award

01/02/2016

Defaqto Gold Service Standard - Platform

The Top Award

01/02/2016

5 star Platform Defaqto rating

The Top Award

01/07/2015

Defaqto Gold Service Standard - Platform

The Top Award

01/02/2015

5 star Platform Defaqto rating

The Top Award

01/07/2014

Defaqto Gold Service Standard - Platform

The Top Award

01/02/2014

5 star Platform Defaqto rating

The Top Award

01/07/2013

Defaqto Gold Service Standard - Platform

The Top Award

01/02/2013

5 star Platform Defaqto rating

The Top Award

01/02/2013

5 star SIPP Defaqto rating

The Top Award

01/02/2012

5 star Platform Defaqto rating

The Top Award

01/02/2012

5 star SIPP Defaqto rating

The Top Award

08/11/2011

Adviser Asset 2011 Platform Award Best Overall Fit with IFA Platform Requirements

The Top Award

08/11/2011

Adviser Asset 2011 Platform Award Best Fit with IFA Functionality Requirements

The Top Award

01/11/2011

‘eee’ F&TRC 2011 Wrap Offshore Bond Award

The Top Award

01/09/2011

‘eee’ F&TRC 2011 Wrap Award

The Top Award

01/08/2011

‘eee’ F&TRC 2011 Drawdown Award

The Top Award

01/06/2011

‘eee’ F&TRC 2011 SIPP Award

The Top Award

01/02/2011

5 star Platform Defaqto service rating

The Top Award

01/02/2011

5 star SIPP Defaqto rating

The Top Award

01/09/2010

Best Newcomer F&TRC 2010

Wrap Award

 

Image of twenty pound note. A range of products and choice.

Our products.
A range of products and choice.

The Wealthtime Private Client Service allows you to hold a range of products and a choice of investments is available within each product.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

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