The Wealthtime Foundation

Helping the wider community

The Wealthtime Foundation supports registered charities in the Bath, Salisbury and London areas. The charities help individuals pursue their potential by delivering support and services to those who may not otherwise have had opportunities.

We run independently to the Wealthtime Group. Our Trustees represent a cross-section of our businesses with a diverse mix of lived experiences and skills. We look for charities offering practical improvement to individual life chances for those who are born into, or find themselves in circumstances, which limit their opportunity to succeed.

We believe that everyone should be able to pursue their potential and that reducing or removing barriers will make local changes for the wider benefit to society.

The Wealthtime Foundation is a charitable incorporated organisation (CIO) registered in England and Wales (Charity no. 1176128).

£83,915+

Total raised by the Wealthtime Foundation so far.

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Our Chosen Charities

Our chosen charities include, but are not limited to, organisations and initiatives which focus on children and young people from low socio-economic backgrounds, improving access to higher education and the workplace and work accessibility.

The Genesis Trust help people in and around Bath to overcome poverty, homelessness and other complex disadvantages by encouraging them to participate in community and meaningful activities, helping to improve their wellbeing and meeting immediate and practical needs.

Trustees

Joanne Benson Managing Director, Copia

Shona McCluskey Head of Strategic Transformation Read bio

Shona joined Wealthtime in September 2024 as Head of Strategic Transformation. During her time as a management consultant, Shona supported a range of clients to design and deliver complex strategic transformation initiatives, including operating model design and technology transformation programmes. Prior to Wealthtime, Shona worked at Alpha FMC and EY. She enjoys exploring yoga studios and restaurants in London, and spending time with her fiancé and her cat, Nacho.

Martin Jackson Assistant Company Secretary and Legal Counsel

Becky Bevan Finance Assistant

Emma Dando Executive Assistant

Toby Larkman Managing Director Read bio

Toby joined Wealthtime in February 2025, bringing with him extensive experience from multiple C-Suite roles across the platform industry at the likes of Curtis Banks, Embark Platform and Alliance Trust. Prior to this, Toby spent 12 years at PwC in a variety of Advisory and Restructuring roles.

Since joining Wealthtime as Platform Director, Toby has been focused on getting under the skin of Wealthtime’s platform technology and proposition; leading the transition into our 10-year partnership with Wipro and GBST. In July 2025, he moved into the role of Managing Director. Toby specialises in managing largescale change and brings a wealth of experience leading multi-functional teams both nationally and internationally, launching new products and driving transformational business growth.

When not at work, Toby navigates between city and country life seamlessly and generally enjoys being outdoors, whether it’s out hiking in the hills with his rescue dog, spending time in the city or on the mountains skiing.

Nick French Commercial Director Read bio

Nick joined Wealthtime as Commercial Director in November 2024, bringing with him over 25 years’ experience in the financial services industry, following his previous role as Chief Distribution Officer at Blackfinch Group (an award-winning investment manager and tax efficient solutions provider). Prior to this, he held a 3-year tenure at Marlborough Group, as CEO of Select Platform and Head of Adviser Solutions, and spent over 12 years at Russell Investments as Managing Director.

He has specialised in Consulting, Mergers and Acquisitions, and has also held various roles at Zurich and Skandia Life (Old Mutual) throughout his long career. When he’s not in the Wealthtime office speaking to colleagues and coming up with new ideas, you can find him at home enjoying the company of his Miniature Dachshund; Cedric.

Contact the Foundation

If you would like to get in touch with the Foundation, please email them at foundation@wealthtime.com