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Financial Planning tech firm develops DB advice service

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

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Ex-Pru Financial Planning director joins digital adviser

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

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Fintech firm launches regulated digital IFA

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

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‘Digital IFA’ venture hires ex-Accenture exec

Robo-adviser Wealth Wizards, which claims to be the UK’s first ‘digital IFA’, has appointed ex-Accenture executive Scanes Bentley as its chairman.

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