Helping millions of employees to improve their financial future

Trusted by hundreds of organisations from all sectors

Wealth at Work group in numbers

£3.5bn+

Assets under management

700+

Trusted blue-chip clients

55,000

Individual employee enquiries per year

3,500+

Advice meetings per month

7,000

Number of seminars per year

450

Number of employees

Meet the group

The Wealth at Work group is a leading financial wellbeing, retirement and workplace savings specialist - helping employees to improve their financial future.

This is achieved by providing support in the workplace on a range of financial matters from financial wellbeing issues such as debt and money management through to share plans or pensions and preparing for retirement.

Our leadership team

David Cassidy

Founder & Chief Executive Officer

David has over 30 years’ experience of providing wealth management services to both mass affluent and high net worth investors all sourced through large employers or occupational pension schemes. David was CEO of both Nelson Money Managers and JP Morgan Invest prior to establishing the group in 2005. He has been the CEO since inception.

David has had extensive involvement in regulation including a director of IMRO, Chairman of the Investment Ombudsman Committee UK and Member of FSA Regulatory Decisions Committee for three terms.

He also has vast experience in governance of both public and private companies and has been involved in several successful PE backed ventures in both an executive and non-executive capacity.

Jonathan Watts-Lay

Founder & Director

Jonathan is a founding director, having set-up the business within JPMorgan in 2005 when it was known as JPMorgan INVEST. He successfully completed an MBO of the business in 2009 when it was renamed WEALTH at work.

He has spent many years working with companies to help their employees improve their financial future. Jonathan is a well-known commentator on a range of financial topics from pensions, employment benefits, retirement planning and how personal finances affect employees in the workplace.