Turo blog

Abridged advice interview with International Adviser

August 21, 2019

In an interview with Robbie Lawther from International Adviser, CEO of Wealth Wizards Andrew Firth revealed plans to launch a digital abridged advice tool.

This is following the FCA consultation which is looking into changing the way that advisers are assessing clients' circumstances. Andrew talked about how Wealth Wizards have extensively mapped out the DB advice process, condensing it into an early-indicator format to determine whether to not transfer or to take financial advice on the decision.

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