We Work With Financial Advisers & Wealth Managers To Introduce You To The Right Clients For Your Product Offering, Knowledge And Expertise

  • With every Adviser we work with, we spend time getting to know your business, product offering and style of advice - this is so we can introduce clients that match your service offering perfectly.

  • With years of experience in the sector across our team we understand the requirements of Advisers and have built our introductory process around this giving you all the tools to build your practice.

  • We believe in working with Advisers to achieve their business goals stage by stage and along the right timeline. It’s for that reason that we don’t require long term commitments and you are always in control of the inflow of clients that you are comfortable with.

Book a call with one of our dedicated Advisor Relationship Managers to find out more

Contact Us

Enquiries@wealthwiseconnect.co.uk
London office - (020) 3821 9306

East Yorkshire office - (01482) 264946

100 Bishopsgate, City Of London, EC2N 4AG

1B The Point, Priory Park, Hull, East Yorkshire, HU4 7EA