Becoming an introducer can offer benefits to all parties involved. Clients have available to them a wider range of advice and specialist products, and you as the introducer will be able to offer access to a more rounded service and benefit from a wider network.
At Wellesley Wealth Advisory, we understand that you will have spent significant time in building up your client list and I am sure you place tremendous value on the long-term relationships you have developed. This is something we both share.
Don’t just take our word for it, watch the video to the right of this page to see what our clients say about us too.