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      Wealth Wizards

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      Wealth Wizards reviews

      Good salary - Paraplanner Wealth Wizards Employee Review

      2.0
      26 Sept 2022
      Paraplanner
      Recommend
      CEO approval
      Business outlook

      Pros

      Very good salary and flexible working

      Cons

      No overall cons. I don't believe they needed a paraplanner.

      Explore other reviews about Wealth Wizards

      1.0
      14 Mar 2025
      Technical consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      - I was there for 6 years and the culture was progressive and relaxed until two new board members joined in 2022 and a lot of our processes and direction changed. Not for the better in my view. - Lynn Smith, the Chief Operating and Officer, is a very good people person.

      Cons

      - It was a great company to work for until the company decided to hire two new board directors from the corporate world in 2022. - One of the new directors, responsible for sales and marketing, seemed to alienate most of his team within 12 months. Several people either left or were fired within 12 months of him being there. I think he's also been made redundant now, possibly due to the fact our products weren't selling very well.

      2
      avatar
      Wealth Wizards Response
      1y
      Thank you for your feedback. We appreciate your insights regarding our company's visibility and how you felt the appointment of two new Directors and the changes they brought about didn't serve you well. As you will know this industry is ever evolving and changing and we have to evolve and change with it. We are very much visible in our space and are proud to be 1 of only 12 companies working with the FCA on targeted support sprints. We believe there are many exciting changes ahead as a result of the AGBR and we will, as we have always been, be at the forefront of the changes in pursuit of our enduring mission of making advice and guidance available to the masses. We would welcome the opportunity to discuss your feedback further, should you be open to it. Please reach out to lynn.smith@wealthwizards.com if you’d like to arrange a follow-up conversation.
      5.0
      7 Mar 2025
      Lead software engineer
      Recommend
      CEO approval
      Business outlook

      Pros

      - Remote working - Lovely people - Meaningful purpose - Amazing company benefits - Great team compositions

      Cons

      - Many roadblocks to going live depending on your product - Figma designs don't come tenanted for some reason

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