Our Digital Vision

To enable firms to profitably deliver their service and advice to their clients through the ongoing provision of digital solutions.

The Company


The Team

"45% of employees say that financial matters cause them the most stress in their lives"

PWC 2016 Financial Wellness Survey

The Company

Sentinel was formed in 2014 to embrace the technology storm that was to impact the Financial Services industry, recognizing that:

  • Acceptance and utilization of technology is already part of the fabric of everyone's life.
  • Many traditional sources of financial advice are being delivered by social brands, employees, affinity groups, friends and family.
  • Consumers want guidance and education on their terms, which makes digital engagement vital.
  • Financial (wealth) and wellness (health) are highly interrelated and solutions can support each other.
  • Many financial solutions can be provided online, at low cost and can be adopted easily by consumers.

We work closely with a number of strategic partners, which allows us to draw on knowledge and expertise and remain at the forefront of market change.

Andrew Smith

Executive Chairman

Andrew has over 32 years' experience at Board level as a Chairman/Chief Executive having ran several businesses particularly in the asset /wealth management worlds, many from start up. Andrew was the Founder and CEO at HambroFraserSmith, one of the UK's leading Wealth Management firms.  Andrew brought in as fellow shareholders and Directors, Rupert Hambro (Head of the Hambro Family) and Michael Hepher (previously Group MD at BT). Andrew has raised money to fund business growth/buy outs, some involving very innovative and unique funding structures. Andrew has worked across several industries, from running a joint venture with American Express Global; Goldman Sachs on their institutional fund management services; the Gibraltar Government to build a media and entertainment business; and now a disruptive FinTech business. Andrew focuses on business development strategy and structuring commercial deals.

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Ian Fridlington

Director

Ian has over 30 years' experience in providing investment management solutions to global wealth management businesses. Ian is an award-winning fund manager, with over 14 years' experience in the successful application of asset allocation models. Previously, a Partner with private equity firm, CopperTree Capital Management Ltd, Private Client Director, Veritas Asset Management (UK) Ltd and Head of Investment Strategy, Ansbacher & Co Limited and has held several investment and client facing roles within retail and international banking groups Ian holds the Investment Management Certificate as well as being an Associate of the CIB.

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Peter Southgate

Director

Peter has over 40 years' experience in the financial services industry. Peter served Articles with Touche Ross in the 70's and progressed to a senior role with what was then Deloitte Haskins & Sells. He branched away from the professional side of accountancy in the 1990's after which he has held senior positions within the financial services industry where he worked with Andrew at HambroFraserSmith as FD, later at Amex, and more recently Company Secretary and Financial Controller at Succession Advisory Services. Peter now operates as a Financial Non-Executive to a broad range of commercial enterprises.

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Paul Thilo

Adviser to the Board

Paul's career has been spent in consumer and commercial financial services, where has run operations that included a pan European marketing business working with some of the largest financial services groups in the UK and Europe. His career highlights include Prudential, AVIVA, Barclays and AIG which have given him opportunities to grow existing businesses and innovate, including the M&A of DTI, a travel insurer of which he was appointed to the Board as commercial director. Paul has a deep experience of product management and distribution in Health, Home, Motor and Travel insurance as well as life protection, pensions and investments. He has set up numerous affinity deals as well as launching a wide range of d2c initiatives including digital term protection.

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We work closely with a number of strategic partners which also allows us to draw on knowledge and expertise and keep at the forefront of market change

Into the future

The Team

Within our team we can draw on a wide range of proven experience and expertise across different areas of financial services including:

  • Technology, data and system integration
  • Sales, marketing and distribution
  • Proposition development
  • Operational process and infrastructure
  • Asset migration
  • Investment management
  • Banking and finance
  • Wrap and Investment Platforms
  • Compliance and Regulatory change

Into the future

  • We are running a JV with a company (owned 50% by Birmingham City Council) that has access to databases of over 2 million consumers and we are combining our digital portal with their leading Call Centre services
  • We are finalizing a strategic partnership with the leading provider of technology based Wellness Kiosks in the UK who already have 54 of the largest British Blue Chip companies as their clients and we are adding a financial side to their wellness portal
  • We are working with several of the largest Advisory businesses in UK Financial Services and have pipeline discussions with many others
  • We have clients referred to us as a 'digital solutions provider' by companies such as eValue, Financial Express, Octopus, etc.
  • We are seen by many new robo solutions as the means to cost effectively gain client acquisition through our client engagement and servicing model.
  • We are building the next generation of MoneysavingExpert in partnership with two firms – Social Media/Creative Specialists, and a Product Development Company. The business will be called CleverMoneyTree
Clients
Clients
The Sentinel Account

© - Sentinel Partnership and The Sentinel Account is a trading style of Wealth Sentinel Ltd. Registered in England - Number 08338142

® - The Sentinel Account is a registered trademark owned by Wealth Sentinel Ltd

Registered Address: Brickbarns Business Centre, Egdon, Worcester, Worcestershire, WR7 0GR