FCA-First
Compliance is the architectural foundation, not a check bolted on at the end. Consumer Duty and COBS obligations are designed in from day one.
About · Who We Are
A small firm on purpose.
WealthTech Pros was co-founded by Dave Howard and Rob Duncan. Between them there are more than 50 years of experience — 30 in wealth management technology and 25+ building technology for UK financial services. We are wealth veterans, and we are small on purpose.
Who Signs The Work
The founders. No hand-offs.
Dave Howard
Co-Founder & DirectorFormer CTO of Novia Financial, with 30 years in wealth management technology. Former client director at platform specialist Platform Action, with direct experience of the migrations our clients face. Dave co-founded WTP to give firms access to expertise previously only available to the largest institutions.
dave.howard
Rob Duncan
Co-Founder & DeveloperEnterprise architect with 25+ years building technology for UK financial services, from Barclays to the wealth platforms at Skandia, Aegon, Novia and Canada Life. Specialist in agentic AI systems, cloud-native migration, and regulated platform engineering. Builds FCA-compliant client onboarding portals in days rather than months.
rob.duncan
What Drives Us
Three principles. No exceptions.
01
02
Reconciled, Not Assumed
Every record is reconciled three ways — expected, sent, stored — so discrepancies are caught in the pipeline, not reported by an adviser months later.
03
Outcome Ownership
Success is adoption, not a signed acceptance certificate.