David Frederick Cassidy
Chief Executive Officer at WEALTH at work Ltd.
David Frederick Cassidy active positions
Companies | Position | Start | End |
---|---|---|---|
WEALTH at work Ltd.
WEALTH at work Ltd. Investment ManagersFinance WEALTH at work Ltd. (do-business-as my wealth) is a financial wellbeing and retirement specialist headquartered in Liverpool, UK. The firm was founded by Jonathan Roy Watts-Lay in 2004 and is a subsidiary of WEALTH at work Group Ltd., which is owned by WEALTH at work Holdings Ltd. my wealth is a specialist provider of regulated financial advice and works with UK companies and pension schemes. In particular, the firm helps those approaching retirement to ensure their savings and investments are appropriately managed. | Chief Executive Officer | 2005-05-15 | - |
Wealth at Work Group Ltd.
Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Director/Board Member | 2015-08-11 | - |
WEALTH at work Holdings Ltd.
WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Director/Board Member | 2009-05-10 | - |
Affinity Financial Awareness Ltd.
Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Director/Board Member | 2016-05-10 | - |
Death by Design Ltd.
Death by Design Ltd. Information Technology ServicesTechnology Services Part of Wealth at Work Group Ltd., Death by Design Ltd. provides website design and digital marketing services. The company is based in Alderley Edge, UK. The British company was founded in 2008. Death by Design was acquired by Wealth at Work Group Ltd. on March 04, 2022. | Director/Board Member | 2022-01-30 | - |
Design Consulting Ltd.
Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Wealth at Work Group Ltd., Design Consulting Ltd. is a British company that specializes in benefit, wellbeing, and pension communications. The company is based in London, UK. The company helps organizations engage with their customers, employees, and investors by making complex information simple. The company drives positive action in financial wellbeing, property marketing, and branding. The company was founded in 2008 by Ryan Sales and Johnathon James Ryder. Design Consulting was acquired by WEALTH at work Ltd. on March 29, 2023. | Director/Board Member | 2022-03-21 | - |
Career history of David Frederick Cassidy
Former positions of David Frederick Cassidy
Companies | Position | Start | End |
---|---|---|---|
Nelson Money Managers Plc
Nelson Money Managers Plc Investment ManagersFinance Part of Close Brothers Group plc, Nelson Money Managers Plc is a British company that provides investment advisory services. The company is based in Shoreditch, UK. | Chief Executive Officer | - | 2002-12-31 |
Chairman | 2002-12-31 | 2002-12-31 | |
JPMorgan Invest | Chief Executive Officer | - | - |
Statistics
International
United Kingdom | 9 |
Operational
Director/Board Member | 5 |
Chief Executive Officer | 3 |
Chairman | 1 |
Sectoral
Finance | 7 |
Technology Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
---|---|
WEALTH at work Ltd.
WEALTH at work Ltd. Investment ManagersFinance WEALTH at work Ltd. (do-business-as my wealth) is a financial wellbeing and retirement specialist headquartered in Liverpool, UK. The firm was founded by Jonathan Roy Watts-Lay in 2004 and is a subsidiary of WEALTH at work Group Ltd., which is owned by WEALTH at work Holdings Ltd. my wealth is a specialist provider of regulated financial advice and works with UK companies and pension schemes. In particular, the firm helps those approaching retirement to ensure their savings and investments are appropriately managed. | Finance |
Wealth at Work Group Ltd.
Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Finance |
Nelson Money Managers Plc
Nelson Money Managers Plc Investment ManagersFinance Part of Close Brothers Group plc, Nelson Money Managers Plc is a British company that provides investment advisory services. The company is based in Shoreditch, UK. | Finance |
JPMorgan Invest | Finance |
WEALTH at work Holdings Ltd.
WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Finance |
Affinity Financial Awareness Ltd.
Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Finance |
Death by Design Ltd.
Death by Design Ltd. Information Technology ServicesTechnology Services Part of Wealth at Work Group Ltd., Death by Design Ltd. provides website design and digital marketing services. The company is based in Alderley Edge, UK. The British company was founded in 2008. Death by Design was acquired by Wealth at Work Group Ltd. on March 04, 2022. | Technology Services |
Design Consulting Ltd.
Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Wealth at Work Group Ltd., Design Consulting Ltd. is a British company that specializes in benefit, wellbeing, and pension communications. The company is based in London, UK. The company helps organizations engage with their customers, employees, and investors by making complex information simple. The company drives positive action in financial wellbeing, property marketing, and branding. The company was founded in 2008 by Ryan Sales and Johnathon James Ryder. Design Consulting was acquired by WEALTH at work Ltd. on March 29, 2023. | Commercial Services |