Wealth Wizards launches algorithmic abridged advice service
Jun05

Wealth Wizards launches algorithmic abridged advice service

Wealth Wizards today announces the launch of its automated ‘algorithmic’ abridged advice service for DB transfers. This follows the FCA’s confirmation, following CP19/25, that abridged advice will be a permitted service for triaging clients seeking full defined benefit transfer advice. Wealth Wizards welcomes the introduction of abridged advice, but suggested that the service could prove resource-intensive unless financial planners...

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Wealth Wizards launches COVID–19 toolkit
May28

Wealth Wizards launches COVID–19 toolkit

Wealth Wizards has added a COVID–19 financial survival toolkit to its flagship advice platform to help people impacted by the lockdown. The module includes guidance in areas such as how to cope if your work situation changes and creating a new household budget. It is part of Wealth Wizards’ advice engine Turo, which can be used in collaboration with a financial adviser or can be accessed directly by customers of financial...

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FinovateEurope: Andrew Firth, Wealth Wizards
Mar07

FinovateEurope: Andrew Firth, Wealth Wizards

Andrew Firth from Wealth Wizards speaks to us at FinovateEurope

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