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.
Pensions & Retirement Planning
Savings & Investments
(Life Insurance, Critical Illness, Family Protection, Income Protection)
Tax & Trust Planning
MEET OUR TEAM
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.
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.
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.