Increase your efficiency

WITH ROBO PARAPLANNER
Our digital hybrid advice solution helps your advisers process cases in a fraction of the time.
Advice delivered 10x faster
All paraplanner 'heavy lifting' done for you
Full audit trail for compliance

Advice areas

Defined benefit
transfer
At-retirement
Drawdown
annual review
Equity release

Capabilities include

Pension Transfer
Sustainable drawdown arrangement
Purchase lifetime annuity
Pay out cash lump sum
Retain existing pension

Simple advice generation

Get an editable, branded suitability report produced in MS Word
Choice of ATR risk profiler
Carry out annuity, investment and fund quotes in just 20 seconds

approved partners

Including fact find import, suitability letter and compliance documents, use of iO PFP and iO sign in

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.  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.