Advice from our in house Chartered Financial Planners

If you need advice on more complex financial matters this service is designed for you

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Investing a lump sum

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Wealth Management
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Inheritance Planning
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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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News & updates

The impact of financial stress

Wealth Wizards Director, Phil Blows, has been featured in an article on Reward Guide. The article discusses recent Wealth Wizards research that shows over two thirds (70%) of British employees feel that their poor financial [...]

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How to save when people have no savings

Award winning HR journalist and editor, Peter Crush, discusses auto-enrolment and how this will impact 'low earners' in the workplace. Reading time: 4 minutes Key take-outs: The auto-enrolment earnings trigger does not start until people [...]

Is financial stress detrimental to the health of working Brits?

• 70% of working Brits think being in poor financial health impacts their physical health, emotional wellbeing and stress levels • 60% said they have experienced a great deal of stress over their finances • [...]