Amazing Opportunity in Wealth Management. Ideal Contacts: Business Owners; Senior Execs; Wealthy Families and People Retiring.


We are looking for sales agents with good people or business contacts looking for Financial Advice. 

Owners of small businesses (2 directors, 2- 50 staff, turnover 750k to £12million)

Senior executives (Income >250k)

Wealthy families (Net worth £1million to £25m). 

Average Annual Order Values Business Owners: £30,000: Wealthy Families: £20,000; Senior Execs £15,000.

What kind of agent is suited to this opportunity?

Ideally, you will have a trusted black book of business owners and other contacts. You will need a good telephone manner & be able to ask the right questions and listen.

Agents don't need to be FCA approved, but they do need to act with integrity and uphold our good reputation and brand. 


  • Territory: United Kingdom
  • Agent type: Independent sales agent
  • Leads provided: No leads provided
  • Commission: 15.00%
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