JD
James Doyle Dip Fa
Account Director at Wealth Wizards
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Work Experience
2017 - Present · 7 years and 11 months
Account Director
2021 - Present · 3 years and 11 months
Senior Account Consultant
2017 - 2021 · 4 years
Senior Pensions Executive
2016 - 2016
Company Details
51-200 Employees
Wealth Wizards was founded in 2009 with one aim: to use technology to make expert financial advice affordable and accessible to everyone. Our flagship software-as-a-service (SAAS) platform, Turo, is pioneering the automation of financial advice in the UK, establishing a reputation in the corporate and workplace markets. Our financial advice engine, which we call the “intelligent automation inside the advice industry”, has evolved into Wealth Wizards’ own brand of digital guidance and advice, MyEva, and has been adopted by market leaders in fast-moving consumer goods (FMCG), luxury retail and central government. MyEva and Wealth Wizards are trading names of Wealth Wizards Benefits Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA Register under reference 596641.
Year Founded
2009
Social Media
LinkedinTwitter
Industry
Financial Services, Retirement & Pension Management, Finance & Insurance Sector
HQ Location
Wizards House 8 Athena Court, Tachbrook Park Leamington Spa, Warwickshire CV34 6RT, GB
Keywords
Online Retirement AdviceRobo adviceFinancial EducationFinancial Wellbeingand Hybrid Financial Advice
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