The Wealth Wizards story began in 2009

Wealth Wizards HR Director, Lynn Smith, featured on Women in FinTech 2016 Powerlist

December 19, 2016

Pension Wizard wins Schroders UK Platform award for ‘Leading innovation in investor engagement on platforms’

September 21, 2016

LV= Retirement Wizard Launched

August 3, 2015

LV= invests strategic stake in Wealth Wizards Ltd

August 1, 2015

Pension Wizard wins UK Pensions Award for Technology Innovation of the Year

May 18, 2015

Wealth Wizards acquires Opal Benefits

August 1, 2014

Wake up your Wealth becomes Wealth Wizards Advisors Ltd (IFA)

March 1, 2014

Wake up your Wealth Ltd directly authorized by FCA

December 1, 2013

‘Multi Employer’ Pension Wizard launched

November 1, 2013

Pension Wizard launched D2C

November 1, 2012

Wakehurst Wealth Ltd becomes Wealth Wizards Ltd

October 1, 2012

Consumer Website launched (Pension Tidy Up)

December 1, 2011

Wake up your Wealth Limited (IFA) Incorporated

June 1, 2010

Wakehurst Wealth Limited Incorporated

September 9, 2009

Wakehurst Wealth Limited Incorporated

Wakehurst Wealth Limited Incorporated