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Personal Advice 2018-10-04T10:15:25+00:00

PERSONAL ADVICE

Choose massive convenience, not massive fees

Like traditional advice, at Wealth Wizards you’ll have your own personal adviser. But we’re different in how we deliver the advice. We use pioneering technology to offer a phone and online service, you can get exceptional advice at an affordable price.

Try it now

HOW DOES IT WORK?

Have an introductory chat with one of our advisers.

We’ll start working on a plan that’s right for you and your circumstances.

Once you’re happy with our approach and costings, we’ll do the rest.

OUR SERVICES

Pensions & Retirement Planning

At Retirement

Savings & Investments

Protection
(Life Insurance, Critical Illness, Family Protection, Income Protection)

Tax & Trust Planning

Talk to us

30 minute initial consultation

Have an introductory chat with one of advisers and discover what good financial advice could be worth to you.

Try it now

MEET OUR TEAM

Sam
Chartered Financial Planner

I’m a Chartered Financial Planner with 13 years of experience working in the independent financial advice sector.  I truly love my work and enjoy helping clients fulfil their objectives through financial planning.

Nick
Financial Planner

I’m an experienced Financial Planner and have worked within Financial Services for over 25 years. My career has involved working in all areas of the industry, from early Bancassurance, to Networks and IFA firms.

Michael
Chartered Financial Planner

I am a highly qualified financial planner, with 25 years’ experience working in financial industries. My raison d’être is to help you feel in control of your finances.

Amanda
Head of Personal Advice

I firmly believe that everyone should have the right to access affordable financial advice to help them achieve their goals. As the Head of Personal Advice here at Wealth Wizards, it is my mission to make advice affordable and accessible to everyone.

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