August 21, 2019

Abridged advice interview with International Adviser

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We are the UK's first fully-regulated online adviser scaling up automated financial advice across the industry.

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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Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
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Abridged advice interview with International Adviser

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