SIGN IN
Personal Advice 2018-08-10T07:07:35+00:00

PERSONAL ADVICE

Our team of chartered financial planners are on-hand to provide tailored, independent advice to help you take control of your finances.

With over 100 years combined experience, Wealth Wizards’ Personal Advice Team provide accessible and
affordable financial advice to help you achieve your goals.

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
Paraplanner

I’m an experienced Paraplanner 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.

SIGN UP TO GET UPDATES FROM WEALTH WIZARDS