" class="no-js "lang="en-US"> After over 25 years in high street banking, advice specialist joins Wealth Wizards - Fintech Finance
Thursday, February 22, 2024

After over 25 years in high street banking, advice specialist joins Wealth Wizards

Nick Hall has joined digital financial advice scale-up Wealth Wizards as account development director for the group after spending more than 25 years with high street banking brands including Legal & General, Nationwide and Lloyds TSB.

Halls’s appointment is preceded by two other senior additions to the company in recent weeks – former directors for Prudential and Accenture respectively, Peter Coleman and Scanes Bentley.

The new account development director will assist clients with integrating Wealth Wizards’ flagship adviser technology, Turo, into their own advice businesses, with a view to drastically cutting down the time spent on cumbersome parts of the client onboarding process.

Hall began his career as a financial adviser at Royal Bank of Scotland before joining Lloyds TSB and progressed to various senior roles within the bank and building society space, including head of estate planning, operations director and head of advice strategy for SMEs at Nationwide, as well as advice proposition director for Legal & General.

Andrew Firth, founder and chief executive of Wealth Wizards, said: “We are proud to welcome Nick to Wealth Wizards. He has a deep knowledge of advice, having been on both the ‘front line’, advising clients himself, as well as the strategic side of the sector.

“Nick is now a significant driving force in our mission to make advice accessible to more people. One way we will do that is by working with him to improve our Turo technology, so that it frees-up as much of advisers’ time as possible.”

Hall said: “Wealth Wizards has a strong vision and I’m proud to be a part of bringing it to life.

“Its aim to improve the advice market is extremely timely and I feel we are perfectly positioned to add value, not just to advice firms, but to the millions of people who would benefit tremendously from a more streamlined service.”

Wealth Wizards, along with the likes of eToro and Embark Group, is a FinTech Global WealthTech100 company 2019 and is regulated by the FCA.

For further information, please visit the Turo website.

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