Wealth Wizards Reviews

4.6

92% would recommend to a friend

(37 total reviews)
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Ben Hampton

86% approve of CEO

85% positive business outlook

Wealth Wizards has an employee rating of 4.6 out of 5 stars, based on 37 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Wealth Wizards employee rating is 24% above average for employers within the Management and consulting industry (3.7 stars).

Reviews by job title

37 reviews
1.0
14 Mar 2025
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.

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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
17 Jan 2023
Recommend
CEO approval
Business outlook

Pros

A family-like small company. Even the CEO is totally accessible and friendly in case you have something to say. Everyone is close and friendly and they take care of your wellness. And despite being a small company, don't judge a book by his cover, they are very professional and they are always looking for the latest technologies and trends to see if they can improve his workflow. They have some really good engineers working there.

Cons

Their headquarters are not precisely in a very centric place, but they moved to remote since the pandemic so I can't think in any con right now.

Viewing 1 - 3 of 37 Reviews

Glassdoor has 40 Wealth Wizards reviews submitted anonymously by Wealth Wizards employees. Read employee reviews and ratings on Glassdoor to decide if Wealth Wizards is right for you.