Making financial advice

Deliver digital, self-serve advice to your customers, using your own advice permissions and policy.
Consistent, fully auditable outcomes for clients
Enhancing your customer proposition
Opening up the financial advice market

Advice areas

Equity release

Capabilities include

Advice, triage or guidance
Investment priorities
Affordability checks
On screen advice
Risk illustration

serve your market with digital advice

API integration with your own digital solutions
Customised to your brand with UX excellence
End-to-end automation of your whole advice process

Live products

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

Client case studies

More case studies

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.  

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Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 06030782. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

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