Authorised and regulated by the FCA
We're authorised and regulated by the Financial Conduct Authority.
Meet the team
Bruce Moss
Founder and CEO
The mastermind behind our parent company, EV, Bruce is an innovator and entrepreneur. He is always looking to challenge the norm and identify how technology can be used to solve financial problems.
Irene Goh
FPMI - DipCII - Compliance Director
Irene has a huge amount of experience in the Compliance arena. She not only ensures that we meet our regulatory responsibilities, but also ensures that achieving great client outcomes is at the core of the business.
David Metcalf
FPFS - Chartered Financial Planner and Fellow of the Personal Finance Society
David is responsible for ensuring the technology meets the needs of our clients and provides great outcomes. He's passionate about making financial advice affordable and accessible.
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Rowan Higgs
APFS - Chartered Financial Planner and Associate of the Personal Finance Society
Rowan has been helping clients transition into retirement for 11 years, so understands how daunting and exciting this can be. He helps our clients navigate the next important chapter of their lives.
A service you can trust
You're in safe hands...
Financial Services Compensation Scheme
You may be entitled to claim compensation if we become insolvent.
EV
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