Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.

Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.

Digital financial adviser Wealth Wizards has recruited Peter Coleman, former Financial Planning and strategy director for Prudential’s advice division, as chief commercial officer. 

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