Provide automated holistic financial guidance and advice to your clients through a digital triage service. This user-friendly interface comes in a chat and choices format and is customisable to your brand.
People know they should be doing more with their money, but sometimes need a little help. This service helps individuals get clarity on their financial priorities, providing tips and guidance to help them feel in control.
Education and guidance on improving financial wellbeing:
Advice on improving financial wellbeing:
How much to invest in your pension and where
Finding the most suitable ISA
Options available for taking pension money
Guidance for first time buyers and mortgage advice
These solutions can be either configured and linked to your existing services, to third party / partner sites or Wealth Wizards’ digital advice solutions.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.
Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.
Wealth Wizards is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.
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