WEALTH at work
Thomas Pothecary, CFA, currently serves as a Rest of World Investment Analyst at WEALTH at work since January 2023. Prior experience includes roles as RFI/RFP Manager and RFI Executive at Rathbone Brothers Plc from April 2017 to January 2023. Earlier, Thomas was an MI/Commercial Analyst at AdviserPlus, where contract responsibilities entailed data analysis to enhance HR processes. Additional roles include an Oil & Gas Equity Analyst Intern at Tudor, Pickering, Holt & Co., a Trainee Trader at City Trading & Investment, and an Offshore Oil & Gas Analyst at Clarksons. Thomas holds an MSci in Geophysics from Imperial College London, obtained in 2012.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.