Wealth Wizards wins at UK Pensions Awards


On 23rd May, we won the ‘Technology Innovation of the Year’ at the UK Pensions Awards hosted by Professional Pensions. It is recognition for our robo paraplanner and its ability to ‘power up’ advisers and help them to process more regulated advice cases in less time. The robo paraplanner is currently being used with great [...]

Wealth Wizards wins at the Schroders UK Platform Awards


We're thrilled to announce that we took home an award at the  2017 Schroders UK Platform awards held at the London Hilton, Park Lane on 26th September. Our Sales Director, Phil Blows and Business Development Director, Simon Binney were very pleased to accept the award for “Leading innovation in workplace solutions” on behalf of the company. We [...]

1/2 of Brits don’t know about pensions, are we totally unprepared for retirement?

2017-01-23T09:53:30+00:00News, Press|

Wealth Wizards research has been featured in an online article on HRNews, alongside a  quote from our CEO Andrew Firth. Andrew Firth, Chief Executive, Wealth Wizards said: “Auto-enrolment is a good start in encouraging people to take control of their financial future and planning for retirement. However, the level of misconception uncovered by this research [...]

Will financial education ever work?


Wealth Wizards Account Director, Phil Blows, two passions include championing innovative technology and getting a better deal for employees. He believes that workplace pension advice should no longer be an aspirational offering and employers should empower their employees to take more of an active role in their pensions. What takes passing 6 exams and roughly 180 [...]

Wealth Wizards at Finovate

2017-02-03T15:13:57+00:00Blog, News|

We are pleased to announce that we have been selected to present at Finovate Europe. We will be showcasing the new version of Pension Wizard. FinovateEurope is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. They are a unique combination of 72 fast-paced, onstage demos with eight hours of [...]

Women in Fintech 2016 Powerlist


We are thrilled to announce that Lynn Smith, Wealth Wizards Customer Service and HR Director, is on the Innovate Finance Women in FinTech 2016 Powerlist. The initiative is an attempt to include all women who are driving FinTech global success from within the sector as well as outside Innovate Finance’s membership association. Tony Vail, Wealth [...]

Robo-advice firm warns of shortgage of human advisers


Wealth Wizards Managing Director, Pete Connell, has been mentioned in an online article by the Financial Times discussing the importance of human advisers. "Robo-advice will not plug the gap left by the shortage of human advisers, the managing director of Wealth Wizards has warned. Pete Connell said his company’s system offers advice which is mainly online, but a [...]

Wealth Wizards Innovate Finance Top 100 Brands list

2016-11-15T14:27:12+00:00Blog, News|

On the 11th April our team attended the prestigious Innovate Finance Global Summit in London. Exploring the latest developments in business and financial technologies and celebrating the accomplishments of the global FinTech community, the Summit shines a spotlight on the UK as a blueprint for the global FinTech sector. Following the success of the event, [...]