Enhance your customer proposition

Offer your customers online financial advice

Streamline the user journey

Make your advice business controllable and efficient

Upscale your advice service

Our technology can be shaped to your requirements

The UK’s first fully regulated robo-adviser

Our industry leading advice apps

Simple, effective and intuitive for customers

Pension Wizard

Instant personalised advice on your pension

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Retirement Wizard

Options and advice for those approaching retirement

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Other Wizards

Includes protection, debt, mortgages and more

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Award winning technology and innovation

Talk to us

Want to find out how Wealth Wizards technology can work for your business? Fill in the form below and one of our experts will be in touch. Alternatively you can contact us by calling 0113 280 6426.

News & updates

Ian McKenna: Three firms changing the future of advice

Wealth Wizards have been mentioned in an online article on Money Marketing. The article “Three firms changing the future of advice” written by Ian McKenna discusses the recent demo's at Finovate Europe from Wealth Wizards, Wealthify [...]

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Finovate Europe 2017: The top five trends the conference predicted for 2017

Wealth Wizards have been mentioned in an article on BobsGuide.com. The article “The top five trends the conference predicted for 2017” is a part of an overall review of Finovate Europe, a prestigious FinTech event we [...]

New mobile version of Pension Wizard

Wealth Wizards were the first to market offering digital advice in the employee space. Seven years on, today at Finovate, they have announced the new mobile version of their Pension Wizard advice application, offered to [...]