Nick Hall CHARTERED FLIBF
Business Development Director at Wealth Wizards- Claim this Profile
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Topline Score
Bio
Robert Angus
Nick, is a really committed and high energy professional with great knowledge across financial services but specifically in IHT and Annuity sales. Nick was instrumental in supporting the work we did to bring a great retirement proposition to market and his knowledge across annuities, drawdown and IHT is very impressive. Nick is a strong leader who drives for success and will be a great asset to whichever business is lucky enough to have him.
Chris Williams
I’ve had the pleasure of working with Nick over the last couple of years at Nationwide. I’ve been impressed by his ability to convert in-depth technical knowledge of wealth propositions into terms all stakeholders can understand and consequently his ability to influence them. He has also demonstrated the ability to imagine the future of advice and has built a fantastic working relationship with our digital teams. Nick’ has embraced the creative environment to help develop compelling customer advice journeys whilst remaining focused on getting things done.
Robert Angus
Nick, is a really committed and high energy professional with great knowledge across financial services but specifically in IHT and Annuity sales. Nick was instrumental in supporting the work we did to bring a great retirement proposition to market and his knowledge across annuities, drawdown and IHT is very impressive. Nick is a strong leader who drives for success and will be a great asset to whichever business is lucky enough to have him.
Chris Williams
I’ve had the pleasure of working with Nick over the last couple of years at Nationwide. I’ve been impressed by his ability to convert in-depth technical knowledge of wealth propositions into terms all stakeholders can understand and consequently his ability to influence them. He has also demonstrated the ability to imagine the future of advice and has built a fantastic working relationship with our digital teams. Nick’ has embraced the creative environment to help develop compelling customer advice journeys whilst remaining focused on getting things done.
Robert Angus
Nick, is a really committed and high energy professional with great knowledge across financial services but specifically in IHT and Annuity sales. Nick was instrumental in supporting the work we did to bring a great retirement proposition to market and his knowledge across annuities, drawdown and IHT is very impressive. Nick is a strong leader who drives for success and will be a great asset to whichever business is lucky enough to have him.
Chris Williams
I’ve had the pleasure of working with Nick over the last couple of years at Nationwide. I’ve been impressed by his ability to convert in-depth technical knowledge of wealth propositions into terms all stakeholders can understand and consequently his ability to influence them. He has also demonstrated the ability to imagine the future of advice and has built a fantastic working relationship with our digital teams. Nick’ has embraced the creative environment to help develop compelling customer advice journeys whilst remaining focused on getting things done.
Robert Angus
Nick, is a really committed and high energy professional with great knowledge across financial services but specifically in IHT and Annuity sales. Nick was instrumental in supporting the work we did to bring a great retirement proposition to market and his knowledge across annuities, drawdown and IHT is very impressive. Nick is a strong leader who drives for success and will be a great asset to whichever business is lucky enough to have him.
Chris Williams
I’ve had the pleasure of working with Nick over the last couple of years at Nationwide. I’ve been impressed by his ability to convert in-depth technical knowledge of wealth propositions into terms all stakeholders can understand and consequently his ability to influence them. He has also demonstrated the ability to imagine the future of advice and has built a fantastic working relationship with our digital teams. Nick’ has embraced the creative environment to help develop compelling customer advice journeys whilst remaining focused on getting things done.
Credentials
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Chartered Fellow
The London Institute of Banking & FinanceApr, 2021- Nov, 2024
Experience
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Wealth Wizards
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United Kingdom
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Financial Services
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1 - 100 Employee
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Business Development Director
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Mar 2022 - Present
Wealth Wizards’ one fundamental aim is to make financial advice affordable and accessible to everyone. We are the UK’s first online independent financial adviser and we offer fully regulated advice via simple online B2B, B2B2C and D2C solutions. We’ve pioneered the combination of chartered financial planning, actuarial science and smart software technology and AI to deliver expert advice at an affordable cost. We are working with companies to delivery consistent, compliant solutions from consumer led to human assisted.
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Head Of Advice
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Mar 2021 - Present
As Head Of Advice I lead the governance and oversight of financial guidance/advice both under Wealth Wizards permissions and as supplied as a white label to 3rd parties. Developing the advice expertise within the business to ensure policies and propositions are developed and enhanced to make users better off. Help, guidance and advice for all, is at the heart of Wealth Wizards and using a digital first approach, we aim to use in-built market leading technology to make a difference to advisers and clients.
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Account Development Director
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Jan 2019 - Mar 2021
Helping companies see how they can offer their customers/ staff financial guidance and advice. Ranging from a financial heath-check to pension accumulation/ consolidation/ de accumulation and defined benefit transfers. Streamlining processes, giving more time back to spend with customers using automation and artificial intelligence with cutting edge technology and proven expertise. Wealth Wizards are the UK’s first online independent financial adviser.
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Legal & General
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United Kingdom
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Financial Services
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700 & Above Employee
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Advice Proposition Director @ Legal and General Retail Retirement (contract)
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May 2018 - Dec 2018
Design and implement a new proposition and advice policy for re entry into the advice market post RDR changes. Design and implement a new proposition and advice policy for re entry into the advice market post RDR changes.
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Nationwide Building Society
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United Kingdom
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Financial Services
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700 & Above Employee
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Head Of Advice Strategy SME
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May 2016 - May 2018
Lead a team of subject matter experts to change our proposition, develop a new platform and customer portal enabling financial advice for all through a multi channel approach. Using a Digital first approach creating great UX to make financial planning available to everyone. Putting members at the heart of everything we do giving them help, guidance and advice when they need it.
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Head of Estate Planning & National Operations Director
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May 2015 - May 2018
Help deliver strategic projects to the area of financial planning enhancing our members experience and helping plan for their future.
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Head Of Estate Planning
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Jul 2012 - May 2018
Delivery of a professional tax & trust planning service to Nationwide Building Society customers,ensuring their families pay little or no Inheritance Tax. Managing a national development team to develop 300 financial planning managers in the area of financial planning and IHT.
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Legal & General Investment Management (LGIM)
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Investment Development Manager
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Mar 2001 - Jul 2012
Promotion of regulated investment sales through national lender partners to exceed agreed KPI targets.Investment specialist providing regulated sales teams with coaching and development for high net worth investment, technical, inheritance tax and estate planning advice.Delivery of major investment and recognition projects within Nationwide Building Society.Delivery of Investor Portfolio Service and estate planning for Yorkshire Building Society.Fund management group liaison.Presenter for regulated seminars for creating wealth and estate planning.Coaching and development of regulated sales managers.September 2004 Legal @ General took over Bradford @ Bingley and I changed role to development manager.Bradford @ Bingley IFA 16th nationally out of 300 advisersHolistic financial planner offering mortgage & wealth adviceInvestment portfolio planner using asset classesPension Transfers and Open Market OptionsManagement of branch end to end regulated sales processLead generation, coaching and development of branch teamDevelopment of professional connections
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Lloyds Bank
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United Kingdom
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Banking
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700 & Above Employee
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Financial Adviser
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Jul 1994 - 2001
Wealth management including pension transfersActively managed portfolio of high net worth clientsDeveloped & delivered Business Plan to consistently deliver targetCoached branch teams to spot lead generation opportunitiesManaged team of 12 to hit KPI targets across protection & investment Wealth management including pension transfersActively managed portfolio of high net worth clientsDeveloped & delivered Business Plan to consistently deliver targetCoached branch teams to spot lead generation opportunitiesManaged team of 12 to hit KPI targets across protection & investment
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Education
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1983 - 1990
Withins Secondary School
10 GCSE's -
1978 - 1982
Blackshaw Primary School
Community
