We’re Wealthtime
An award-winning investment platform that helps advisers deliver the best outcomes for their clients. Our technology is modern, intuitive and always improving. It keeps things running as they should and helps you stay focused on your clients.
We’ve spent over 18 years listening to advisers and building a platform that puts them first. Whether it’s our flexible range of wrappers, our outstanding choice of investments, or our market-leading investment tools – we’re a platform that feels like a partner.
Human at the front. Smart at the core.
About our platform
18 years’
1,450
4,000
66.5 k
£12.26 bn
B (Strong)
Technology that keeps you ahead
Clean, modern and easy-to-use – the Wealthtime platform has been designed to make your life easier. Our intuitive platform experience saves you time and makes investing your clients’ money as straight-forward as possible. We’re always evolving, with new technology and smarter tools built around how you actually work, not getting in the way.
Our latest news and insights
Wealthtime platform development
Access platform charge information online
Get the information you need, exactly when you need it – Wealthtime platform charge information is now available to see online. When viewing an individual client, you can see the tier rate that applies to them, their family linking status, and the last 12 months of their platform charge history.
Wealthtime platform development
Manage regular SIPP income online
Set up, amend or cancel regular SIPP income more easily. You can now manage income changes online – it’s quicker and simpler, with no paper forms required.
Wealthtime platform development
Open Junior ISAs online
Set up Junior ISAs quickly and easily with our new fully online journey. Complete applications in one process, with straight-through processing, integrated AML uploads, and generation of illustrations. A simpler, faster experience for you and your clients.
March 2026
Bereavement Support Hub
We’ve launched our Bereavement Support Hub. This new hub brings together everything investors and their families may need following a bereavement – all in one place. Our aim is to make things as clear as possible to improve outcomes and provide clear guidance when it’s needed most.
February 2026
New partnership announced with Bath Rugby
Our new club partnership with Bath Rugby for the 2025–27 season aims to strengthen local community impact and unite two Bath-based organisations to realise their ambition. Find out more about the partnership here.
Complete control of your clients’ investments
Our wide range of wrappers and investments puts you in complete control of your client’s investment journey – no matter what their goals are.
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Service that truly supports
We’re continually investing in our people and technology to provide outstanding service. From day one, you’ll get a service designed around you. One that makes administration easier, giving you time to focus on the important things, like looking after your clients.
Meet the team
Wealthtime are an experienced team of 150 employees, working hard to deliver the best outcomes for Advisers and Investors.
From Key Account Managers to our Service Excellence team, meet the people who keep our business running day to day.
One group, two platforms
We currently offer two separate platforms – the Wealthtime platform and the Wealthtime Classic platform.
Learn more about our platforms and our plans for the future.
Award winning service
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Contact our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010