Our Story 2016-12-09T14:12:04+00:00

The Wealth Wizards story began in 2009

Robo paraplanner launched

May 15, 2017

Launch of the new mobile version of Pension Wizard

February 8, 2017

Wealth Wizards HR Director, Lynn Smith, featured on Women in FinTech 2016 Powerlist

December 19, 2016

Pension Wizard wins Schroders UK Platform award for ‘Leading innovation in investor engagement on platforms’

September 21, 2016

LV= invests strategic stake in Wealth Wizards Ltd

August 3, 2015

Wealth Wizards acquires Opal Benefits

August 1, 2014

‘Multi Employer’ Pension Wizard launched

November 1, 2013

Pension Wizard launched D2C

November 1, 2012

Consumer Website launched (Pension Tidy Up)

December 1, 2011