FinovateEurope 2017 / Wealth Wizards

Presenter Profile:

How they describe themselves: Wealth Wizards is pioneering the development of expert online financial advice in the UK, and is acknowledged as a leader by the FCA, industry and media. We have found that there is a huge ‘advice gap’ in the UK market where finding an expert financial adviser is difficult, and face-to-face advice can often be expensive. We have established a completely new approach to pension investments which makes financial advice affordable and accessible to everyone. We work directly with employers, or alongside pension consultants, to offer online pension and retirement advice to company employees. We also provide white label solutions to large financial services brands.

How they describe their product/innovation: Our innovation is ‘Contribution Advice’ which is a module in our online application Pension Wizard. Pension Wizard is provided to employees by their employer as an employee benefit, and was created to provide employees with all the advice they need to feel in control of their pension and sort their retirement saving whilst at work. We carried out research and found that pensions are very low down on the list of priorities for many. Our aim was to change that way that employees think about their pension and retirement. We want to encourage employees to contribute more towards their pension and also feel in control of their finances.

Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed


Bus. Dev.: Simon Binney, Director of Bus. Dev.,
Press: Georgina Pickerill, Marketing Manager,
Sales: Phil Blows, Account Director,

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