Advice from our in house Chartered Financial Planners
If you need advice on more complex financial matters this service is designed for you
Investing a lump sum
Trusts and estate planning
If you have more complex matters, our in-house chartered financial planner can provide expert, fully-independent advice on a wide range of matters, usually over the phone.
We’re proud that our advisers have the highest levels of technical and professional knowledge and competence, and are committed to continued professional development to make sure this knowledge stays up to date. They also follow an industry Code of Ethics which includes acting with integrity and in the best interests of all clients.
We base our charges on the hours needed to prepare our advice and complete your work.
There is more information on costs in the charges and fees section of our website.
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The launch of the new Pension Wizard mobile app has been mentioned in an article on Corporate Adviser, alongside a quote from our CEO Andrew Firth. The article discusses the Wealth Wizards demo at Finovate Europe. [...]
Reading time: 4 minutes Wealth Wizards 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 [...]