info@wealthifoxwm.co.uk 07913105551
Introduce clients to WealthMax and allow our qualified advisers to deliver regulated financial advice.
Receive commission for successful introductions without the responsibility of providing advice or compliance oversight.
Our Introducer proposition is ideal for professionals who regularly meet clients requiring financial advice but do not wish to give advice themselves.
As an Introducer, you simply refer clients to WealthMax. Our advisers handle all regulated advice, compliance, and ongoing client servicing.
This allows you to build additional income through commission while focusing on your core business activities.
WealthMax advisers provide the advice, removing regulatory and compliance responsibilities from you.
Earn commission from successful client introductions with transparent and structured arrangements.
Anyone who regularly works with clients and identifies a need for financial advice can become an Introducer.
No. Introducers do not give advice. All regulated activity and compliance is handled by WealthMax.
Commission is paid for successful client introductions in line with agreed introducer terms.
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