Get a financial wizard by your side

Wealth Wizards is an award-winning online independent financial adviser. Our personalised, expert advice can help make the most of the money you’re saving for your retirement.

Find out more

If you have Wealth Wizards as part of your company pension, type your employer’s name here to go to your individual homepage:

Get a financial wizard by your side

Wealth Wizards is an award-winning online independent financial adviser. Our personalised, expert advice can help make the most of the money you’re saving for your retirement.

Find out more

If you have Wealth Wizards as part of your company pension, type your employer’s name here to go to your individual homepage:

Expert online advice that’s personal to you.

Our step by step online wizards can help you plan for a comfortable retirement. We’ll provide personal advice on where to invest your money and give you a full report outlining our advice and the reasons for it. And we’ll sort everything out for you once you confirm you’re happy with our recommendations.

It’s quick and easy and you can do it in your own time, wherever you like.

Find out more

Expert online advice that’s personal to you.

Technology Innovation of the Year

We were delighted to win an award in the prestigious UK Pension Awards. Our unique online advice service was named Technology Innovation of the Year.

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Technology Innovation of the Year

Our web apps

Whether you’re saving for the future or close to retirement, let us help you with your pension and financial arrangements.

Straightforward and simple, our ground-breaking online apps will guide you through some jargon-free questions, let you adjust your options and advise you how to plan your financial future.

Pension Wizard

Pension Wizard Create a personal investment strategy based on when you want to retire and your preferences using our simple online app.

Retirement Wizard

Retirement Wizard Specifically designed advice on your options for your retirement savings based on your personal situation.

Financial Planning

Financial Planning Tailored financial planning to help with more complex needs via one of our in house Chartered Financial Planners.

What makes Wealth Wizards special?

What makes Wealth Wizards special?
  • We are leaders in expert, independent, online, advice
  • Our advice is personal to you and your individual circumstances
  • Our team of leading experts and Chartered Financial Planners ensures our advice is top notch
  • The internet and low cost tracking funds keep our charges low
  • We only recommend products and services we’d use ourselves
  • We work with well-known employers and have won awards for our online advice to employees

Blog

  • piggy-bank-850607_960_720

    Women and pensions

    In smallbusiness.co.uk, our CEO Andrew Firth argues that the male-dominated financial services industry is failing to connect with women. He considers different options available to women and what steps the industry could take.

  • BPP magazine

    Pension advice at the click of a mouse

    We have been featured in the Birmingham Business Post in the pensions and personal finance section (page 24). The article opens with a mention of Wealth Wizards’ roots in the West Midlands and then goes on to introduce Pension more…