Foundation

Helping the wider community

The 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.

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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.

Foundation CIO registered charity number 1176128.

£83,915

The total raised by the Foundation so far…

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.

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Trustees

Tony Hicks Head of Sales, Copia
Lucy Bristow Chief Customer Officer Read bio

Lucy joined Wealthtime in 2018. She was Managing Director at Embark in her last role and has held senior roles at James Hay and Ascentric.

With over 20 years of platform experience, Lucy is passionate about delivering excellent customer outcomes and building successful long term key strategic relationships. Outside of work Lucy is a keen runner and enjoys skiing, tennis, theatre, and live music.

Neil Harvey Head of People Services
Robert Vaudry Managing Director of Copia Capital Read bio

Robert has over 30 years’ experience in financial services and has spent much of his multi award winning career in executive level leadership roles at a range of regulated multinational investment banks, wealth management firms and insurance companies.

Always one for observing the finer details, Robert has a love of architecture and especially listed buildings. He enjoys renovation projects and is currently working on the restoration of a Grade One listed building in Chipping Campden.

Request Funding

Complete this form to request funding and a member of our team will be in touch.