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.

Blog

Turo blog

Four myths of digital financial advice

Read more ➜
Turo blog

Technology diffuses the retirement timebomb

Read more ➜
Turo in the media

Current trends in fintech

Read more ➜
More blog articles ➜

Get in touch

If you would like to find out more about Turo, fill in the form and one of the team will be in contact with you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)
‍

Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

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 is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.
‍
© 2020 Wealth Wizards Limited.