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What we say

  • MyEva is part of Wealth Wizards and is regulated to give financial advice. Employers buy access for their employees, who can diagnose their financial health and seek solutions/guidance on a range of financial topics.

  • Any financial decisions (e.g. opting to start investing) and associated charges are incurred by the employee. Investment fees are 0.41% all in for the platform, transaction costs and ongoing charge figures. MyEva also charge £50 annually for their ongoing review feature, however this is optional.

  • The digital tool gives your finances a health score by assessing your debt, spending habits, savings and income, before presenting you with a task list and supporting information to help you tackle any financial issues step by step.

  • MyEva also focuses on building savings, investing money and utilising your pension, with handy tools that allow users to better visualise their future financial state.

  • There is also a Personal Advice Team who can support you for the more complex areas of advice – the costs vary depending on the options you select. New Investment Planning costs £200 for the report and personal recommendation.

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The details

Cost (£10k): £41 (total)

Cost (£100k): £410 (total)

Persona

Here is an example of how MyEva may help you.

Meet George, 29, starting off with his financial journey. He’s after reassurance and setting some good foundations for his finances. MyEva, a tool produced by Wealth Wizards, helped him do exactly that.

George’s story

George wants to know where to start. How does he start saving for his first property? Is he doing things right?

George is 29, working at Beans and Co and earns £35,000 a year. He has never really thought about his finances and has never had any financial help.

“I knew that I should start saving for my first property, but I didn’t know where to start. Using MyEva gave me the reassurance and confidence to begin my financial journey, and after going through its simple financial health check, I began ticking things off my to-do list.” George said.

The online financial expert helped George as follows:

After receiving his financial health check score, George began working through his financial essentials, goals, and the tools available in MyEva.

Saving into a pension. George used the Pension Contributions tool to work out the amount he may want in retirement and how far off he currently is. The tool showed him the state pension he could receive, how much he contributes towards his pension - versus his employer, and the tax relief he should be receiving.

He read through the handy guide to buying your first home, which took about 10 minutes. It was a great starting point to show George what’s to come and helped him understand the different types of mortgages he could consider in the future. As a result, George now knows the first steps he needs to take to achieve his goal of buying a home.

He also created a budget and took on board the useful hints and tips, which helped him reduce his day-to-day spending and build a better saving habit for his property purchase.

After using MyEva and its various tools and calculators, George decided to take up its offer of a complimentary call with one of its financial advisers. Following this, he continued to explore MyEva at his leisure, gaining encouragement and subsequently setting up a solid plan to save for his first home.