Wealth Wizards (@wealthwizards) 's Twitter Profile
Wealth Wizards

@wealthwizards

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

ID: 937422992

linkhttp://www.wealthwizards.com calendar_today09-11-2012 17:45:49

2,2K Tweet

1,1K Followers

1,1K Following

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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 Corporate Adviser Master Trust & GPP Conference on November 2nd. Book your place ▶️ bit.ly/3dxycm7 #fintech #pensions #pensionschemes 🧙🏻📱💷

How do you improve Master Trust member engagement while increasing AUM? Wealth Wizards' Nick Hall will offer his thoughts at the <a href="/corpadviser/">Corporate Adviser</a> Master Trust &amp; GPP Conference on November 2nd. Book your place ▶️ bit.ly/3dxycm7  #fintech #pensions #pensionschemes 🧙🏻📱💷
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Podcast: 'Why I’ve warmed to digital and hybrid advice.' In her latest Money Marketing Weekend Essay, feature writer Amanda Newman Smith explains how her stance on digital and hybrid advice has evolved. bit.ly/3EMNiQk #fintech #wealthmanagement #financialplanning

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Read about how Wealth Wizards 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

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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

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
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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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Join Wealth Wizards' Nick Hall along with speakers from Standard Life UK, Syndaxi Financial Planning and Aviva UK at the Corporate Adviser Master Trust & GPP Conference on 2nd November to learn how digital engagement can improve DC outcomes. Book your place: bit.ly/3Fx4Zn4

Join Wealth Wizards' Nick Hall along with speakers from <a href="/StandardLifeUK/">Standard Life UK</a>, Syndaxi Financial Planning and <a href="/AvivaUK/">Aviva UK</a> at the <a href="/corpadviser/">Corporate Adviser</a> Master Trust &amp; GPP Conference on 2nd November to learn how digital engagement can improve DC outcomes.
Book your place: bit.ly/3Fx4Zn4
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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?

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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We're chuffed to have made BusinessCloud.co.uk'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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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

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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🤔 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

🤔 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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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

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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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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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__

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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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

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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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

Who wouldn't want to chat with this friendly (&amp; 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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Our next panel discussion - Increasing resilience through inclusive digital financial services at #TISACONF2022 Steve Elliot LexisNexisUK Nick Hall Wealth Wizards John Salmon Hogan Lovells Lovells Bradley Northrop, Alpha FMC Harry Weber-Brown, TISA Digital

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

Steve Elliot <a href="/LexisNexisUK/">LexisNexisUK</a>
Nick Hall <a href="/wealthwizards/">Wealth Wizards</a>  
John Salmon <a href="/HoganLovells/">Hogan Lovells</a>  Lovells 
Bradley Northrop, Alpha FMC 
Harry Weber-Brown, TISA Digital
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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’ 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 &gt;&gt;

bddy.me/3ucppLf

#FinancialPlanning #WealthManagement
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Read Nick Hall's digital advice predictions for 2023 in Prof Paraplanner Mag >> lnkd.in/edhJS_yk #WealthTech #Paraplanners #FinancialAdviser #FinancialWellbeing #BankingTechnology

Read Nick Hall's digital advice predictions for 2023 in <a href="/ProfParaplanner/">Prof Paraplanner Mag</a>  &gt;&gt; lnkd.in/edhJS_yk

#WealthTech #Paraplanners #FinancialAdviser #FinancialWellbeing #BankingTechnology
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We've joined The #FintechPledge2025! The pledge, in partnership with The Money Charity and funded by lead partners Zopa Bank and ClearScore, aims to deliver financial education to those hit hardest by the cost-of-living crisis. Discover more at pledge2025.org.

We've joined The #FintechPledge2025! 

The pledge, in partnership with <a href="/TheMoneyCharity/">The Money Charity</a> and funded by lead partners <a href="/Zopa/">Zopa Bank</a> and <a href="/ClearScore/">ClearScore</a>, aims to deliver financial education to those hit hardest by the cost-of-living crisis. 

Discover more at pledge2025.org.