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Retirement Wizard 2018-09-06T08:18:34+00:00

RETIREMENT WIZARD

If you’re over 55, Retirement Wizard gives you advice on the options available to you.

Try it now

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.

WHAT WE OFFER

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Retirement Options

If you’re within 5 years of taking money out of your pensions, get advice on your options

Retirement Options

If you’re a few years away from retirement, our advice report includes the options available to you, as well as providing information on state pensions, tax, budgeting and options to boost your income

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At retirement advice

Advice on what to do if you're within 6 months of taking money out of your pension

At retirement advice

If you’re nearing retirement, you’ll be able to instantly see what particular assets we’re recommending to you based on your personal profile

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In retirement advice

If you’re taking income in your retirement, check every year that you're on track

In retirement advice

You can make sure our recommendations reflect your changing needs as we’ll review your investment strategy annually

We offer At-Retirement advice for £499. For a limited time this includes a personalised Retirement Options report and the implementation fees.

An ongoing review service is available by separate arrangement.

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

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.

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.

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