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.
James Nicholas
FPFS - Chartered Financial Planner and Fellow of the Personal Finance Society
James supports the business across multiple functions. He is keenly interested in technology and how it can be used to improve client outcomes.
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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