August 21, 2019

Abridged advice interview with International Adviser

Author
Wealth Wizards

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

Turo in the media
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

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited. 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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© 2020 Wealth Wizards Limited.