Wealth Wizards
HQ Address
Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT, United Kingdom
Website Address
Business introduction
Financial wellbeing for everyone
Wealth Wizards was founded in 2009 with one aim: to use technology to make expert financial advice affordable and accessible to everyone
Our flagship software-as-a-service (SAAS) platform, Turo, is pioneering the automation of financial advice in the UK, establishing a reputation in the corporate and workplace markets.
Our financial advice engine, which we call the “intelligent automation inside the advice industry”, has evolved into Wealth Wizards’ own brand of digital guidance and advice, MyEva, and has been adopted by market leaders in fast-moving consumer goods (FMCG), luxury retail and central government.
Wealth Wizards Solutions
MyEva
Improve wellbeing Financial support for your people, whatever their life stage or situation. Digital guidance that gives every team member personalised support to help them understand their financial behaviours, take steps to improve their financial health and confidence. Online articles and video guidance Calculator, and ‘gaming’ tools to help people explore A financial health check......
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Turo
Deliver a great digital experience to clients and advisers Give cost-effective advice, in a fraction of the time Reduce your PI risk, deliver robust, regulated advice Modules Turo's solutions span investments and the whole of the retirement market, from planning stages, through to at-retirement and continuing into retirement. Financial wellness Pensions Retirement Investments ...
