Wealth management, Personal Financial Management
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.