The team making
regulated advice accessible.
Whistle was founded by a team of experts spanning financial advice, wealth management, and financial technology, united by a simple belief: everyone should have access to high-quality financial advice through the apps and products they already know and trust.
Meet the team
Jordan Mayo
LinkedInCo-founder & CEO
An experienced fintech entrepreneur, Jordan is the former CEO of Profile Pensions, the UK's first automated pension advice platform.
Previously, he was a Managing Director and Investment Committee Member at Smedvig Capital.
He began his career at Bain & Company after graduating from the University of Oxford. He is a Chartered Financial Planner.
Dr. René Levesley
LinkedInCo-founder
A highly experienced risk, compliance and pensions specialist with more than 25 years' experience in financial services.
René has held senior roles at NOVA, Evelyn Partners and HSBC and was formerly Chief Risk and Compliance Officer at Profile Pensions.
He is a Chartered Financial Planner and pension transfer specialist and holds a PhD in Behavioural Economics.
Mohamed Ait Si Brahim
LinkedInCo-founder & CTO
A technology leader with deep expertise in fintech and wealth management, Mohamed is the former Group CTO of Hargreaves Lansdown. Prior to this, he was the CTO of Profile Pensions, the UK's first automated pension advice platform.
Mohamed has held senior engineering and technology leadership roles at OpenGamma and the London Stock Exchange Group.
He holds an MSc in Computer Science from Ecole Centrale Lille (France)
Dawn Toma
LinkedInAnnuities Consultant
An experienced annuities specialist, Dawn guides customers through at-retirement decisions and annuity purchases.
Dawn previously worked at Punter Southall.
She holds the CII Diploma in Regulated Financial Planning (Level 4).
Steve Butler
LinkedInNon-Executive Director
Steve has more than 20 years' experience across pension consulting, wealth management, retirement, financial wellbeing and employee engagement.
He is Head of Corporate, Hymans Robertson Personal Wealth and formerly MD of Pension Potential, CEO of Punter Southall Aspire and Founder & CEO of CAMRADATA.
Our mission.
Our mission is to bring regulated financial advice into the apps and products people already use and trust. We build the infrastructure that enables banks, pension providers, insurers, and fintechs to seamlessly embed personalised, regulated financial advice into their customer journeys.
Where could embedded advice fit into your product?
Tell us about your customers and the moments that matter. We'll explore where Whistle can add regulated advice, improve outcomes and help keep customers with you.