Princelet Partners acts as the sole corporate finance advisor for the majority sale of Wealth Wizard’s shareholding to Liverpool Victoria.
Princelet Partners has acted as the sole corporate finance advisor to Wealth Wizards, an independent online pension financial advisor on their majority sale of equity to Liverpool Victoria. Wealth Wizards offers a low cost online pension adviser through an advice engine.
“Princelet Partners provided us with expert and very professional advice as we considered a range of options for raising development capital. They then supported us through the negotiations and transaction with Liverpool Victoria and helped us to deliver an excellent deal which met both sides’ objectives.”
Andrew Firth, CEO, Wealth Wizards
“We are delighted to have worked with the team at Wealth Wizards and LV. We believe that this deal has extensive mutual benefit and we look forward to observing continued success in the future”
Stephen Moore, Managing Director, Princelet Partners
About Liverpool Victoria
Liverpool Victoria is one of the United Kingdom's largest insurance companies with over five million customers. It offers a range of products from car, home, pet, travel and life insurance to investment and retirement solutions.
About Wealth Wizards
Wealth Wizards has been pioneering the development of automated financial advice in the UK since 2009 through the creation of an algorithm-based advice platform. We bring together actuarial science, chartered financial planning and software engineering in a unique combination of skills, and launched the UK’s first online independent financial adviser in 2010.
Wealth Wizards provide own branded and white label pensions and investment advice through employers, advisers and corporates, using technology and the internet to keep costs down for clients.
Wealth Wizards Advisers Limited is authorized and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596436