Regulation and compliance

We are fully regulated by the FCA and take responsibility for our advice.

Wealth Wizards Advisers Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596436, and registered in England & Wales Company No 7273385. Wealth Wizards® is registered as a trading style of Wealth Wizards Advisers Limited with the Financial Conduct Authority.

Our registered address is:
Wealth Wizards Advisers Limited
Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


If you’re unhappy with the experience you have with Wealth Wizards Advisers Limited we’d like to put it right for you. Please let us know if you want to make a complaint by writing to us or dropping us an email. We will look into your complaint and follow our complaints procedure. If you’re still unhappy with the outcome of your complaint, you have the right to contact the Financial Ombudsman Service (FOS). The FOS is a statutory body established to provide consumers with a free, independent service for resolving disputes with financial firms. Their decisions are binding on us. You can visit the FOS website for further information.


You may be entitled to compensation from the Financial Services Compensation Scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim. Further information is available from the FSCS.


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