May 8, 2017

Robo-adviser to provide full retirement advice in 2 hours

We are the UK's first fully-regulated online adviser scaling up automated financial advice across the industry.

The launch of the Wealth Wizards Robo Paraplanner has featured in an article on Financial Adviser online "Robo-adviser to provide full retirement advice in 2 hours".  Wealth Wizards CEO Andrew Firth has been quoted in the article “New technologies are changing our industry rapidly, and sophisticated automated advice will underpin and enable advisory firms to grow.  The paraplanner is not only designed to improve the performance of advisory firms, but to also support advisers in a market where 500,000 individuals are retiring every year creating huge advice opportunities.  Through the use of advanced algorithmic innovation and expert financial planners, Wealth Wizards has created retirement advice for the masses, which has the potential to create huge shifts in both the cost dynamics of the industry and the volume of people receiving advice.”.  Read the full article here.

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