We are now in a planned growth phase, with a focus on extending our business by developing relationships with like minded professionals in accountancy, law and financial services.
We share knowledge and expertise with our partners to ensure the client’s circumstances and requirements are fully understood and the client receives bespoke financial, legal and tax advice through an integrated approach.
Our partnership structures can range from:
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ad-hoc introducer agreements, with commission paid based on business written |
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full service joint ventures, with shared ownership, shared office space, compatible branding and annual profits distributed between The Wealth Group and its partner. |
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For more information contact:
David Nicholds
Commercial Director
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