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New D2C ‘financial planning’ website launches


Former Leadbay head of business development Toby Hughes is launching a direct-to-consumer execution-only website that advisers can join to receive advice referrals.

YourWealth offers whole-of-market access to pensions, investment, protection, savings and mortgage products on an execution-only basis. Clients must seek advice on annuity or tax-planning services. The website offers financial planning tools for customers to analyse their spending. 

Advisers can sign up to become a “partner”, paying between £25 and £200 per enquiry depending on the profile of the customer and the complexity of the advice involved. Advisers can also create a profile on the website to promote their services, for which the minimum cost is £2,500 per year. There are plans to develop the website so that advisers can use it as a tool to service clients later in the year.

Hughes says: “We think the best thing is independent advice but we also think it is important to have a direct offering for those who cannot or will not pay for advice.”

Read a full Money Marketing profile of the new launch here 


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There are 4 comments at the moment, we would love to hear your opinion too.

  1. Tracy Holdstock 1st August 2013 at 9:41 am

    Your read it here link is broken guys! Lets get the technology right on a technology article

  2. Couldnt even open the webpage? 1st August 2013 at 11:53 am

    Rating: Dangerous
    Threat details: Verified fraudulent page or threat source.

  3. Spend the two and half grand on your own promotion.

    You will probably get more out of it than sitting on a web site

  4. can DFMs be accessed through the yourwealth site for consumers?

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