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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
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.
Find out more about Turo and how it can automate key parts of the advice process for your clients and advisers.
This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)
Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
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Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
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