Wealth Wizards

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 pledge2025.org.

Read Nick Hall's digital advice predictions for 2023 in @ProfParaplanner >> lnkd.in/edhJS_yk #WealthTech #Paraplanners #FinancialAdviser #FinancialWellbeing #BankingTechnology

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 >> bddy.me/3ucppLf #FinancialPlanning #WealthManagement

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

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

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

What are your thoughts? #FinancialInclusion #FinancialEducation #FinancialAdvisers moneymarketing.co.uk/features/novem…

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

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__

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

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

🤔 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

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

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. bit.ly/3sOtjcC #fintech

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?

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: bit.ly/3Fx4Zn4

"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

Get the latest research on whether the Finacial Services sector is any closer to integrating its technological landscape. bddy.me/3SjfBsJ #wealthmanagement #financialtechnology #financialadviser #financialplanning

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 📈💰 🔗 hubs.ly/Q01pW6-m0 #FinTechNews #InnovateFinanceMember #FintechIndustry

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. bit.ly/3EMNiQk #fintech #wealthmanagement #financialplanning