Tony Vail

Board Advisor

Expian

Oct 2023 - Current (2 years 9 months)

An advisor to the Board of an award winning ticketing management solution for Tours, Attractions, Ferries & Activity providers. Advises on general challenges and opportunities of developing, marketing and implementing enterprise B2B software, evaluating commercial opportunities, and shaping high-impact growth strategies.

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Venture Investor

Climate VC

Jan 2022 - Current (4 years 6 months)

Investor in climate.vc fund fighting climate change and building a sustainable future by funding early-stage UK-based climate startups.

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Principal and Owner

Tony Vail Consulting

Feb 2013 - Jul 2015 (2 years 6 months)

Management consultancy for strategy, commercial and proposition development.

Associate Consultant

ChilliMint Europe Limited

Feb 2011 - Jul 2015 (4 years 6 months)

A boutique consulting business specialising in retail financial services products, proposition development and commercial strategy, currently serving a range of European clients.

Project Verde - Financial forecasts and valuations

Lloyds Banking Group

Nov 2010 - Oct 2011 (1 year)

Developing and evaluating growth strategies, managing financial forecasting and valuations.

Co-Founder. Chief Strategy Officer

Wealth Wizards

Sep 2009 - Current (16 years 10 months)

Wealth Wizards' founding purpose is to make expert financial guidance and advice affordable and accessible to all. Its vision is a future where everybody in society has digital access to jargon-free expert financial help, 24/7, supported by qualified human experts when required. The Company is part of the Royal London Group. As well as having our own Chartered Financial Planning IFA firm show-casing the future of advice, we are developing new technology services to power up Royal London’s customer offerings, as well as continuing to serve our existing B2B technology clients.

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Management Consultancy

Tony Vail Consulting

May 2009 - Jan 2011 (1 year 9 months)

Specialising in retail financial services strategy, product development and commercial development.

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Head of Client Proposition

Money Portal Limited

Dec 2006 - May 2009 (2 years 6 months)

Money Portal was a service provider to one of the UK’s largest groups of independent financial advisers as well as directly to consumers. As a direct report of a board member, led strategy and proposition development for the direct to consumer business, built commercial models for key strategic initiatives and produced analysis for Board review, and implemented an end-to-end, research supported, “new model” investments advice process for advisers with high user satisfaction.

Consultant

Barclays

Jan 2006

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Consultant

Adnitor

Jan 2006

Consultant

Virgin Money

Jan 2006

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Founder, Co-owner and Director

Clearwell Limited

Jul 2004 - Nov 2006 (2 years 5 months)

Created a new web software application to address the UK consumer investments market. Sold the business to Money Portal in November 2006 and joined the acquirer.

Consultant

Zopa Bank

Jan 2004 - Jan 2005 (1 year 1 month)

Launched in March 2005, Zopa was the world's first online 'peer-to-peer' lending marketplace. As part of founding team, advised on business model, business case , and development of customer proposition.

Strategy and Proposition Director, Egg Investments

Egg

Jan 2002 - Jan 2004 (2 years 1 month)

Member of business unit executive team with P&L accountability. Responsible for strategy and proposition development. Achieved significant turn-around in P&L result before its sale to Fidelity Funds Network.

Various - Marketing, Commercial Evaluation and Development

Egg

Jan 1998 - Jan 2002 (4 years 1 month)

Part of the founding management team.

Various - Marketing, Strategy, Finance

Prudential UK

Jan 1987 - Jan 1998 (11 years 1 month)

About

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