Fintech launches abridged DB advice service
- Monday, 08 June 2020
- Articles

Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.
Read more...Financial Planning tech firm develops DB advice service
- Thursday, 22 August 2019
- Articles

Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.
Read more...Ex-Pru Financial Planning director joins digital adviser
- Wednesday, 17 July 2019
- Articles

Digital financial adviser Wealth Wizards has recruited Peter Coleman, former Financial Planning and strategy director for Prudential’s advice division, as chief commercial officer.
Read more...Fintech firm launches regulated digital IFA
- Friday, 05 July 2019
- Articles

Fintech firm Wealth Wizards has launched a regulated digital independent financial adviser, available to users via employers.
Read more...