Wealth Wizards

Wealth Wizards helps financial advisers deliver regulated, hybrid financial guidance and advice to more clients with 100% compliance.

[Wealth Wizards @wealthwizards]

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 https://t.co/CXNDdOAe5y.

[Wealth Wizards @wealthwizards]

Read Nick Hall's digital advice predictions for 2023 in @ProfParaplanner >> https://t.co/ZXHdA2TT7r

#WealthTech #Paraplanners #FinancialAdviser #FinancialWellbeing #BankingTechnology

[Wealth Wizards @wealthwizards]

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 >>

https://t.co/72qTPN0Uxl

#FinancialPlanning #WealthManagement

[TISA @uktisa]

Our next panel discussion - Increasing resilience through inclusive digital financial services at #TISACONF2022

Steve Elliot @LexisNexisUK
Nick Hall @wealthwizards
John Salmon @HoganLovells Lovells
Bradley Northrop, Alpha FMC
Harry Weber-Brown, TISA Digital

[Wealth Wizards @wealthwizards]

@uktisa @LexisNexisUK @HoganLovells Thank you, TISA UK. We appreciate the opportunity to be part of a solution focussed discussion.

[Wealth Wizards @wealthwizards]

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

[Wealth Wizards @wealthwizards]

What are your thoughts?

#FinancialInclusion #FinancialEducation #FinancialAdvisers

https://t.co/7YKgcty4EC

[Wealth Wizards @wealthwizards]

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

[Wealth Wizards @wealthwizards]

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__

[Wealth Wizards @wealthwizards]

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

[Wealth Wizards @wealthwizards]

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

[Wealth Wizards @wealthwizards]

🤔 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

[Wealth Wizards @wealthwizards]

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

[Wealth Wizards @wealthwizards]

We're chuffed to have made @BCloudUK's #FinTech 50 ranking for the second year in a row coming in at No. 13. The ranking is testimony to our world-class team of wizards who are making financial guidance and advice more affordable and accessible. https://t.co/xwGLtXT0a3 #fintech

[Wealth Wizards @wealthwizards]

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?

[Wealth Wizards @wealthwizards]

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: https://t.co/yAQ9AbPmHd

[Wealth Wizards @wealthwizards]

"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

[Wealth Wizards @wealthwizards]

Get the latest research on whether the Finacial Services sector is any closer to integrating its technological landscape.

https://t.co/cWB8TRqn79

#wealthmanagement #financialtechnology #financialadviser #financialplanning

[Innovate Finance @InnFin]

Read about how @wealthwizards believe that #FinTech may be the best, if not the only, way to support the large number of people who need to improve their #FinancialWellbeing 📈💰
🔗 https://t.co/sVSPsezw6s

#FinTechNews #InnovateFinanceMember #FintechIndustry

[Wealth Wizards @wealthwizards]

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. https://t.co/4zZVRQRn4y #fintech #wealthmanagement #financialplanning