Pain we are solving: more than 15m people in the UK can no longer get access to a financial adviser.A digital solution aimed at the majority of the UK population with less complex needs and smaller sums to invest, a group crying out for a financial planning solution instead of always being sold a product. MoneySavvy answers the most important customer question of all: Am I/Will I be OK for money?Designed by a highly experienced financial services team and a network of industry experts, the MoneySavvy app gives every customer a personal “financial wellness” score telling them where they are and a tailored financial plan to achieve financial security and success for their family. We will enter the market working with the Financial Adviser community, a group we know intimately, providing a solution for orphan clients they can no longer afford to service due to changes in regulation. This opportunity alone is conservatively 15 million people with £840 billion of assets that need attention. The proprietary algorithm which powers our score and financial planning is based on fundamental industry principles and we know that if a customer applies these to their finances, they’ll be better off and move toward an optimal financial position. MoneySavvy is a team driven by a desire to create a solution that democratizes financial planning.For shareholders, our model is infinitely scalable and creates a huge recurring asset management and financial planning income business.We are currently raising £500,000 under EIS. Watch our introductory videos at www.moneysavvy.co.uk and www.moneysavvy.co.uk/advisers

Wealth Holdings is a specialist advisory and consultancy business helping IFAs and Mortgage Brokers on the next stage of their journey. If you are looking to acquire, sell or for a partner to help you grow we work with you to make the right connections

I am responsible for the training and professional development of our Planners and staff across both Succession Group and Succession Advisory Services.I also work with our Regional Director's to identify and support the needs of our member firms in aligning their process with Succession group in order to prepare them for Acquisition.

Succession creates the "why" by establishing an individual or collective exit strategy for businesses in the UK Financial Services Industry, who alone would find it difficult to:Transition to the optimum value model Maximise that value once transition has been achieved