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Wealth Wizards @wealthwizards

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

Joined November 2012
  • Tweets 2,602
  • Following 1,428
  • Followers 1,179
1,029 Photos and videos
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.
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Read Nick Hall's digital advice predictions for 2023 in @ProfParaplanner >> lnkd.in/edhJS_yk #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 >> bddy.me/3ucppLf #FinancialPlanning #WealthManagement
Wealth Wizards retweeted
TISA@uktisa
24 Nov 2022
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
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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
What are your thoughts? #FinancialInclusion #FinancialEducation #FinancialAdvisers moneymarketing.co.uk/feature…
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__
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
🤔 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
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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?
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
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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
Wealth Wizards retweeted
Innovate Finance@InnFin
17 Oct 2022
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

Technology is going to be a key driver towards better mental and financial wellbeing in the UK. -...

10 October 2022  Technology is going to be a key driver towards better mental and financial wellbeing in the UK. Mental wellbeing is critical to a

innovatefinance.com
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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. bit.ly/3EMNiQk #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 ▶️ bit.ly/3dxycm7 #fintech #pensions #pensionschemes 🧙🏻📱💷
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