Wealth Wizards is a technology company that makes expert financial advice accessible and affordable to everyone. We are the UK’s first fully-regulated online adviser.
We partner with progressive employers by helping their employees feel in control of their finances, combining financial expertise and smart software technology to provide employees with a realistic personalised plan for their workplace pension.
We work with employers to tailor their benefits package to the specific requirements of the business, enriching their employees with more than just a core salary.
Our services are delivered online across mobile, tablet and desktop devices. Delivering our services in this way means that our advice is both more consistent and less expensive than face to face advice, reducing the risk to the employer.
Products & Services
Pension Wizard – For employers who want to enable employees to feel in control of their finances. The tool provides fully-regulated, online advice on pension contributions and investments, as well as giving help where needed on managing debt, building up a cash buffer and monitoring lifetime and annual pension allowances. Ideally suited for financial wellness initiatives.
Retirement Wizard – Giving employees education and advice focused on their retirement journey. Employees can discover the choice of income options available and get recommendations on taking a tax-free lump sum, drawdown options and annuities. Online advice can be tailored to both DC and DB schemes as well as wider financial products. Retirement Wizard is designed to help employees feel comfortable and prepared in the run up to retirement.
Employee Benefits – Helping you design an employee benefits package to suit your staff and your business. They include group risk and healthcare, running your pension scheme, international benefits, voluntary benefits and flexible benefits.
Financial Planning – Supporting your employees with more complex financial matters such as investing a lump sum, wealth management and inheritance planning. Delivered cost-effectively through remote, online services.