February 20, 2018

Ian McKenna: Three firms changing the future of advice

Author

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

Wealth Wizards have been mentioned in an online article on Money Marketing.

The article “Three firms changing the future of advice” written by Ian McKenna discusses the recent demo's at Finovate Europe from Wealth Wizards, Wealthify and Money Hub. “Wealth Wizards has been pushing the envelope in terms of what can be delivered using automated advice since the day it started. Its Smart platform is delivering regulated advice to consumers in areas many advisers do not believe is possible…” See the full article here.

Links‍

Regulation and compliance

Get in touch

Disclaimer

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. 06030782. 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 ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited.

© 2019 Wealth Wizards Limited.

Ian McKenna: Three firms changing the future of advice

Blog

The incredible long-term effect of automated advice

What can be done about the pensions crisis?

Automation is about improving quality – not just saving time