We are here to make financial advice and guidance accessible to everyone

The Wealth Wizards story began in 2009

Wealth Wizards was founded in 2009 with one aim: to use technology to revolutionise advice. The founders realised that technology could hold the key to making financial advice affordable and accessible to everyone.

Founded by the brains behind Egg and Zopa, from the start, Wealth Wizards has had the unique insights from a well-experienced team with many successful years in fintech under their belts. Find out more about the founders here.

Wealth Wizards initially began as a Direct to Consumer proposition but the opportunity arose for another channel: employer solutions. In 2011, Wealth Wizards launched to their first client, BAT Plc. Since its beginnings in 2009 with four founders and one employee, the company has grown year on year to have 90 employees in 2018.

Key milestones include the launch of Pension Wizard to employees in 2012 as well as Wealth Wizards' first step into a white-label service, building the LV= Retirement Wizard.

Over the years, we have won several awards, including the UK Pensions award for Technology Innovation of the Year in 2018 and we count two of our executive team on the Women in Fintech Powerlist.

2018 was also the year that we ventured into AI, debuting our AI adviser Turo at Finovate. From our HQ in Leamington Spa, we are fully focused on using technology to make financial advice affordable and accessible to everyone.

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

Get in touch

If you'd like to find out how the Wealth Wizards Smart Platform can work for you, fill in the form below and someone will be in touch.  Alternatively, you can call 0113 280 6426.

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Disclaimer

Wealth Wizards Advisers Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596436. 
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT. 
Registered in England & Wales, No. 7273385. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime. 

Wealth Wizards®, Pension Wizard ®, Retirement Wizard ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited. 

© 2018 Wealth Wizards Limited.