Andrew Reed

“Work hard. Take responsibility when things go wrong. Share the success when things go right.”

I joined Wise in February 2022 and quickly felt I had found my “forever” home. I’m incredibly proud to be part of an employee-owned business that genuinely puts its people and clients first, and to work for a firm that is B Corp Certified, reflecting our commitment to balancing purpose with performance.

In my role as Chief Client Services Officer and Head of Financial Planning, I oversee the delivery of high-quality, client-focused services across the business. I work closely with our advisory and support teams to ensure we provide clear, compliant and meaningful outcomes for our clients, while continually enhancing the overall client experience.

With over 25 years in the financial services industry across England and Australia, I bring a deep technical background alongside a passion for developing people. Having previously led paraplanning, I continue to support the growth of our team through training, mentoring and sharing best practice.

Looking ahead, I’m excited to continue building on Wise’s strong foundations, supporting our people, improving our processes, and ensuring we deliver outstanding service and trusted advice to every client.

Qualifications & Professional Highlights

• Diploma in Financial Services
• Extensive leadership experience across client service, financial planning and paraplanning
• Strong technical expertise with a focus on clear, compliant client outcomes
• Committed to mentoring, training and developing high-performing teams

Outside of Work

Outside of work, I enjoy spending time with my family and walking our dog, Buppy. I also like quieter pastimes such as reading, playing chess and taking part in quizzes. These interests give me the chance to switch off, keep learning and enjoy time with the people around me.