April 20, 2020

Helping advisers go digital - white paper

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

Turo in the media
COVID-19 is causing unprecedented challenges in the financial advice industry, Wealth Wizards makes an appearance in this free handbook for financial advisers and planners.

Now that financial advisers are facing 'the new normal' in remote working, the industry is looking for new ways to adapt. We were asked by Model Office to contribute to their white paper 'Remote working and fintech' which aims to navigate advisers through the best digital systems to help them get through these turbulent times.

Download the report here

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Registered in England and Wales company no: 07014133

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

© 2020 Wealth Wizards


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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.

© 2020 Wealth Wizards Limited.