about us

Wealth Wizards is a technology company that makes expert financial advice affordable and accessible to everyone. We’re building an ecosystem of user-friendly online tools to help people plan and manage their personal finances.

We are the UK's first fully-regulated online adviser, as well as the UK's only at-retirement online advice provider, powering the software behind LV's Retirement Wizard. We consider ourselves a true 'robo-adviser'; providing fully-regulated online financial planning advice.

We are pioneering the combination of fintech expertise, financial intelligence and smart software technology to deliver expert advice at an affordable cost.

We partner with progressive financial services brands to run a white-label technology platform for their brand.

Our belief is that everyone deserves the opportunity to create a positive future and feel in control of their finances.

Awards

Highly Commended - Leading innovation award 2018

WINNER Technology Innovation of the Year 2018

Powerlist 2017 - Lynn Smith and Shirley Reeve

Highly Commended - Best use of technology by an adviser 2017

AI for smarter advice

Turo is the name of our AI adviser that sits behind the Smart Platform. We are continuing to push the boundaries of AI in financial advice by enabling Turo to learn from previous advice cases and become a reliable, fully-regulated online adviser.

More about AI at Wealth Wizards