An online simplified advice business which also allows customers to speak to an adviser is set to be launched by the former chief executive of Ashcourt Rowan Financial Planning.
WealthHorizon is described as a 'guided' advice model which aims to help bridge an advice gap created by changes introduced following the Retail Distribution Review (RDR), by being both affordable and accessible to the mass market, its founder Chris Williams said. Powered by Parmenion, WealthHorizon will allow clients to invest simply, while also giving them the option to speak to an adviser depending on the level of interaction required by each client, he added. The telephone advisers will augment the simplified advice proposition and will refer to traditional planning firms for more...
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