
Wealth Wizards
@wealthwizards
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Wealth Wizards helps financial advisers deliver regulated, hybrid financial guidance and advice to more clients with 100% compliance.
Leamington Spa
Joined November 2012
We've joined The #FintechPledge2025! . The pledge, in partnership with @TheMoneyCharity and funded by lead partners @Zopa and @ClearScore, aims to deliver financial education to those hit hardest by the cost-of-living crisis. Discover more at
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Read Nick Hall's digital advice predictions for 2023 in @ProfParaplanner >> #WealthTech #Paraplanners #FinancialAdviser #FinancialWellbeing #BankingTechnology
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Wealth Wizards’ are looking at making the LOA process easier by creating automated provider requests and digital signatures. Discover more adviser landscape insights by downloading The Lang Cat's latest report >>. #FinancialPlanning #WealthManagement
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RT @uktisa: Our next panel discussion - Increasing resilience through inclusive digital financial services at #TISACONF2022 . Steve Elliot….
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Who wouldn't want to chat with this friendly (& mischievous) looking trio?. Today our team are looking forward to engaging with other solution focussed firms that are determined to improve financial inclusivity, well-being and resilience within the UK. #TISA #financialHealth
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On November 24th we’ll be attending @TISA's flagship conference as Fintech Sponsor. Our Business Development Director Nick Hall will join a panel of industry experts to discuss:. “Increasing resilience through inclusive digital financial services”. #FinancialWellness #Fintech
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This Thursday Pete is speaking at #RISK222. Pete will be sharing his top tips on 'Building a Risk-Conscious Culture Among Your Team'. #RISK2022 attendees, what talks are you looking forward to attending?. #RiskManagement #RiskGovernance #PrivacyCompliance. @RISK2022__
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Have you got your free copy of 'A Fragmented World' yet? . Comment below and we'll reach out to get you yours,. #WealthTech #AdviserTech #FinancialAdviser #ParaPlanners #FinTechNews
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Combining your pensions makes it simpler to monitor charges and performance. You’ll receive just one annual pension statement a year, showing the current value of your retirement savings. One pot simplifies decision-making upon retirement. #PAW22 #WealthTech #FinancialAdvice
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🤔 When do I want to retire? .🥖 What are my basic needs? .🛳 What lifestyle do I want? .📃Should I leave some of my pension money in my will? .💶 Do I have another source instead?. #PAW22 #FinancialEducation #FinancialWellness #WealthTech #PensionsAwarenessWeek
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Currently, the full UK State pension (if you're eligible), is £185.15 per week, i.e £740.60 every 4 weeks. With the cost of living on the rise, it's important to think about whether this amount would sustain the retirement lifestyle you hope for. #PensionsAwarenessWeek #PAW22
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Visualise your #retirement and ask yourself key questions before you dip into that pot!. 💶 Have I another source instead?. 🤔 When do I want to retire?.🥖 What are my basic needs?.🛳 What lifestyle do I want?.📃Am I leaving some of my #pension money in my will?
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Join Wealth Wizards' Nick Hall along with speakers from @StandardLifeUK, Syndaxi Financial Planning and @AvivaUK at the @corpadviser Master Trust & GPP Conference on 2nd November to learn how digital engagement can improve DC outcomes. Book your place:
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"No tech provider can solve all of your problems with one piece of technology!". Nick Hall debunks some common misconceptions about adviser tech. #WealthManagement #BankingInnovation #WealthTech #FinancialServices
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Get the latest research on whether the Finacial Services sector is any closer to integrating its technological landscape. #wealthmanagement #financialtechnology #financialadviser #financialplanning
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RT @InnFin: Read about how @wealthwizards believe that #FinTech may be the best, if not the only, way to support the large number of people….
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Podcast: 'Why I’ve warmed to digital and hybrid advice.'.In her latest @_moneymarketing Weekend Essay, feature writer @ANewmanSmith explains how her stance on digital and hybrid advice has evolved. #fintech #wealthmanagement #financialplanning.
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How do you improve Master Trust member engagement while increasing AUM? Wealth Wizards' Nick Hall will offer his thoughts at the @corpadviser Master Trust & GPP Conference on November 2nd. Book your place ▶️ #fintech #pensions #pensionschemes 🧙🏻📱💷
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