Unlock your customers’ financial futures

Get your customers engaged in their financial futures
with connected and customisable guidance and advice journeys.

Brands that bank on us

Some of the biggest financial services organisations in the UK trust us to
create exceptional experiences for their customers. Join them today.
Scottish Widows
MyEva
Fidelity
Boring Money
Royal London
Boring Money
"Wealth Wizards are trusted collaborators and valued strategic partners. Across multiple projects, their teams have delivered exemplary expertise, excellent client and partnership servicing. We trust Wealth Wizards for their commitment to financial wellbeing and desire to support the consumer’s decision making process."

Designed with your users in mind

Tried and tested

We create user-friendly journeys based on real user needs. And we use data-driven insights to make continuous improvements.

Data shown on a screen with a user pointing out an increase

Accessible to all

Our user experience specialists ensure all our products and journeys are easy to use and easy to understand. Always. 

Multiple users and different device types.
Hands holding an iPad displaying different types of retirement plans.

Meets user needs

By understanding your users’ needs, we can help you provide the guidance and advice they need – when they need it. 

Tech that takes care of business

We don’t just deliver outstanding outcomes for your customers. We help you meet your commercial goals and regulatory requirements too. 

Engaging experiences

Our journeys are designed to encourage engagement. So you can deliver positive outcomes for your customers – and increase loyalty and retention.

Integrate, effortlessly

We know you don’t want to be bogged down in the deeper details of technical delivery. So we lighten the load and help you integrate and implement efficiently.

Regulation-ready 

As regulated financial advisers, we understand the challenges you face. And we know how to make sure you meet your Consumer Duty obligations.

Connect and convert

Our products can easily be connected so your customers’ data can pass between journeys. This leads to less friction – and more conversions.

Improve with insights

You’ll get rich data and visualisations describing customer interactions and understanding. So we can improve your customer experience – together.

Save time and money

We design and develop the entire end-to-end customer journey for our products. So there’s no need to spend time, money and effort building the front end.

The numbers speak for themselves

Hundreds of thousands of users across the UK are engaging in their financial futures with Wealth Wizards. But don’t just take our word for it.

500
k+
engagements with our
personalised journeys
95
%
interaction rate with
personalised choices
£
16.5
m+
unclaimed potential benefits
through our benefits calculator
£
1.3
bn+
of advised
pension consolidation
Ecovadis Bronze Top 35% Sustainablity Rating, May 2024BSI ISO/IEC 27001 Information Security Management CertifiedBSI ISO/IEC 27018 Personal Data in the Cloud Certified

Products for every purpose

Our digital products help your customers confidently prepare for their financial futures – no matter their life stage.

iPhone displaying financial health score within a progress indicator
Financial health check

Improve your customers’ financial wellbeing and money confidence with a quick and simple financial health check.

iPhone displaying a estimated retirement plan with progress indicator
Pensions and investments

Help your customers understand their options and make more informed decisions with jargon-free digital journeys.

iPhone displaying heading of see if you're on track for the retirement you want
Retirement planning

Get your customers engaged with informative digital experiences that can easily lead to guidance or advice. 

Customise for your customers

We know one size doesn’t fit all. So we make it quick and easy to customise our guidance and advice journeys to suit you and your customers. 

API-first. Built to last.

APIs are the building blocks that power our products. And thanks to our API-first approach, it’s quick and easy to integrate our digital journeys into your tech stack. 

Check out our technical documentation, including our API catalogue and reference architecture, to discover what we can do together. 

In-house experts.
Outstanding experiences.

Our team of experts specialise in designing and developing engaging digital journeys – so you don’t have to.

A laptop with developer portal on the screen
Engineering and architecture

Using our API-first approach, our technology and engineering specialists have created a SaaS platform that is safe, secure and scalable. 

A laptop showing user experience
Product and user experience

Our customer-centric product team uses insights and expertise to design exceptional experiences that are accessible, usable and impactful. 

A laptop with the wealth wizards personal advice team showing on the screen
Regulated financial advice

Unlike other tech providers, we’re regulated financial advisers too. So we can easily embed the principles of financial planning into our journeys. 

Our mission is to make financial guidance and advice accessible and affordable to everyone.

The future is now.
Join our journey.

Get in touch
Book a demo