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Wealth Wizards

Category
Startup

Vertical
Wealth management, Personal Financial Management

Location
Warwick

Wealth Wizards is a technology company that builds financial advice applications which help people sort out their pensions and investments. Many people are reluctant to take traditional financial advice or they struggle to afford it.

Our applications provide expertly engineered advice designed to leave people feeling in control of their finances. We have pioneered the combination of chartered financial planning, actuarial science and smart software technology to deliver advice at an affordable cost.

Our applications can be used directly by customers or by advisers to help them offer more affordable and consistent advice. We partner with large financial services companies to provide a white-label advice platform for their brand, and we work directly with employers or alongside pension consultants to offer pension and retirement advice to company employees.

Team Members

Richard Marshall

CTO

Pete Connell

Co-Founder and Chief Commercial Officer

Andrew Firth

Chief Executive

Blogs

Fully-Regulated Digital Independent Financial Adviser Launches

Read

Wealth Wizards Appoints Scanes Bentley as Chairman

Read

What’s on the agenda for pensions in 2019

Read

Jobs

Head of Legal – Leamington Spa
Location: UK
Full Time

Upcoming Events

16
Jul
Shining a Spotlight on: Financial Inclusion
Location: London City Location
Innovate Finance is delighted to invite you to our ‘Shining a Spotlight on: Financial Inclusion’ event on 16th July. This...
18
Jul
Women in FinTech Power Hour with HMT
Location: Central London Location
As part of the Innovate Finance’s Women in FinTech initiative, we are delighted to announce that our next Power Hour session...
23
Jul
CMO Forum
Location: London City Location
Come and join us for a collaborative roundtable where you will be tackling the key hurdles and challenges the marketing...