Leadership Team

Charles is an entrepreneur, early-stage investor and qualified financial adviser. Charles founded and grew a wealth management company. Within 15 years their business now advises on over £2 billion of assets and is a three-time, awarding-winning wealth manager. He is currently considering an AIM (Alternative Investment Market) flotation as the wealth management company continues to expand in both the UK and overseas.

Leadership Team

Terry's career in financial services has spanned over 40 years. He held senior positions in investment provider and brokerage companies, and also ran his own financial advice firm for over a decade. Terry has held non-executive Board positions in the healthcare and construction sectors, and was also the chairperson of a Northern Premier League football team.

As our Chairperson, Terry independently guides our Leadership Team on our overarching strategy and execution.

With experience as a Commercial Director across several wealth management businesses, Janette is both proud and excited to now be driving a leading-edge solution that will create a real shift in the wealth sector, whilst also being kinder to the environment by reducing travel.

After being involved in Digital Wealth Solutions from conception through delivery, Janette sees the value of our platform technology in being how it facilitates a deep connection between clients and their adviser. The added flexibility for clients to choose when and where they discuss their financial matters is the way forward to delivering excellent service to clients through the generations.

Janette has a BSc Hons in Applied Psychology and a BA Hons in Criminal Justice.

Victoria is a qualified financial adviser who primarily advises wealthy individuals and families - with a particular focus on retirement planning, investment planning, and estate planning. While Victoria continues to build her advice business, she also supports Digital Wealth Solutions on proposition development. Victoria’s insights and suggestions are particularly important as they help us to design solutions that work not just for well-established advisers but also for advisers who are building careers in parallel with the emergence of the ‘hybrid’ advice model.

Victoria has a BSc in Criminology and Psychology from Anglia Ruskin University.

Operations Team

As the Operations Manager at Digital Wealth Solutions, Andrea possesses extensive experience in learning & development, retail management, and business development. Having spent 8 years in various learning & development roles, she possesses a deep understanding of effective training methodologies and has built and implemented onboarding processes for larger corporate organisations.

Andrea’s primary responsibility is overseeing the Operations Team at Digital Wealth Solutions, with a focus on supporting our growing community of financial advisers and their teams in the United Kingdom and Asia. Her key objective is to assist advice firms in leveraging our services to grow their businesses and deliver top-tier, tech-supported wealth services to their clients.

Andrea’s expertise in e-learning and content design is integral to optimising the community journey and user experience. With her extensive knowledge and experience, she is dedicated to helping our clients achieve their goals and succeed in their businesses.

Operations Team

As the Community Manager at Digital Wealth Solutions, Lauren plays a vital role in both welcoming and onboarding advice firm clients into our community, as well as promoting our platform to potential new clients. She is responsible for coordinating training for our clients and answering any queries raised, ensuring that our community members feel supported and valued.

With over a decade of experience in customer service roles, Lauren joined Digital Wealth Solutions in 2022, bringing with her a wealth of experience in finding solutions for clients, streamlining internal processes, and providing training. Her qualifications include a BA Hons in Photography and a diploma in Digital Marketing, making her a valuable asset to the team with her creativity and technical abilities.

Lauren works closely with the community to explore innovative ideas and develop content that effectively communicates the platform's features and benefits. She is committed to growing our community, improving the user experience, and ensuring that our clients receive the best possible service.

Operations Team

Alison joined Digital Wealth Solutions as our financial controller in August 2019. Prior to joining Digital Wealth Solutions, Alison was Head of Finance at Calbee (UK) Limited, a start-up UK subsidiary of Calbee Inc., the major snack manufacturer in Japan. She was integral to the significant growth of the business, including its acquisition of Seabrook Crisps Limited in 2018. Previously, Alison has also worked at Minorplanet Plc, a fleet management company, and worked as Financial Controller in its startup subsidiary in the Netherlands and also across other parts of Europe and America. Alison has also held senior finance roles in the creative industry and also in property development in a 26 year career.

Operations Team

Paul is a wealth management operations expert with extensive senior management and board experience across a number of businesses in the sector, ranging from SME, through venture capital-backed, to listed.

Currently the Chief Operating Officer in an advice firm, Paul also advises Digital Wealth Solutions on our operational excellence and business process integration, drawing on his experience of platform and proposition design coupled with his 19 years of industry knowledge.

Paul is an Economics graduate from Durham University (BA Hons).

Operations Team

Kevin is an experienced risk and compliance professional. He is currently the Risk & Compliance Director to two wealth management firms. Previously Kevin has worked in risk roles in the military, aerospace, telecommunications, financial services and volunteer sectors. Kevin advises Digital Wealth Solutions on risk by drawing on his significant experience of certification, change management and business excellence programme management.

Kevin has a Masters degree in Management from the University of York and is a Fellow of the Chartered Management Institute.