Introducing The Wealth Creation Programme...

Your Opportunity To Be THE Exclusive Financial Services Partner With An Established Accountancy Firm, With 100's Of Clients

With Up To 20 Qualified Meetings Per Month Booked For You

CLICK BELOW TO WATCH THE VIDEO!

Zero Risk | £10M FUM/y | £350k Fees/y

Here's What An Accounting Firm Partner Says

(notice the appointments are secured by our team with the accountants' clients for our IFA partner... you and your team simply sell to them!)...

"From The Launch We Started To Generate Appointments And Continue To Do So"

"We have been working with Steve, Shaun and the team on the Wealth Creation Programme since summer 2024 and it has been a great experience. Adding Financial Services to our business, with partners we trust, has brought an exciting opportunity to provide a full range of services to our clients that we never could before.

"The set up was so easy and from initial launch we started to generate appointments straight away and continue to do so. The training is ongoing and interesting for our staff as our new services become part of our business offering. Our clients will always have a need for financial services be it a mortgage or pension review, tax planning or just building wealth.

"Establishing Heighten Wealth alongside Heighten Accountants allows us to provide a full service for our clients under our control. The strong relationship and the trust we have built with our partners, gives us confidence we will continue to build a great business together."

Fatima Binte Shamil, Client Success Executive, Heighten Accountants

"Initial Response Was Great Generating Results Right From The Start With A Steady Flow Of Appointments"

"I’ve enjoyed working with Steve and Shaun and joining the Wealth Creation Programme has been a game-changer for BSN Associates.

"It has allowed us to offer essential financial services to our clients with BSN Financial Services. We can now help our clients, their families and their business with Pensions, mortgages, protections, Tax savings, investments, IHT and CGT planning.

"The initial response was great generating results right from the start, and we’ve since established a steady flow of appointments. We’re now gearing up for an official launch, offering Financial Health Checks to our clients. With all marketing handled for us, we have big plans to make this a key part of our business. It’s great to now support our clients with every aspect of their financial journey, including long-term financial planning."

Pippa Miller Hawkes, BA CA ACA, Director and Principal, BSN Chartered Accountants

Zero Risk | £10M FUM/y | £350k Fees/y

HOW THE 'WEALTH CREATION PROGRAMME' WORKS

A Quick 3-Minute Summary...

The ultimate, risk-free way for IFAs to build a highly successful firm…

Who Is The WEALTH CREATION PROGRAMME For? This is perfect for established IFAs who have a closing ratio of at least 30% from meeting to sale.
Why Did You Create It? Shaun, one of the founders used to run his own IFA firm. He constantly struggled to get a constant stream of referral-based appointments and had to resort to all the tired, slow-burning conventional routes (networking, buying leads, acquiring data, cold calling, subscribing to the likes of Vouched For, Bark or Unbiased etc.). The solution is the Wealth Creation Partnership.
What's The 'Trusted Referral Source'? We partner you up with an established accountancy firm which has hundreds of clients primed to buy your financial services. It's 'HOW' we set the partnership up that creates the 'magic' and the constant avalanche of booked appointments for you and your IFAs/CRMs. It's too confidential to openly discuss online. We'll reveal all when we meet!
What Do I Have To Do To Set It Up? Nothing. We help you bypass all the normal frustration of finding and booking high quality qualified meetings, with the golden ticket of building an IFA firm… by using a brand-new way of generating a constant stream of high quality referrals… just for you (not shared with other IFAs)… from an established professional accountancy partner with hundreds of clients.
Who Books The Appointments? We do. We set up the programme and then within two weeks our own team of highly skilled appointment setters contact the accountants clients (your 'Wealth Creation Partner'), booking qualified meetings every day for your IFAs or Customer Relationship Managers to close the deal.
How Many Meetings Can I Expect Each Month? Our appointment setters will produce up to 20 qualified appointments every month with the high-net-worth clients of your professional partner.
What Sort Of Results Can We Expect? As long as you convert a minimum of 30% of meetings to sales right now, then we fully expect for you to generate £350,000 in fees per year and £10 million in funds under management.
What's Your Role In All This? We set up the partnership. We manage the relationship. We carry out the training. We call and schedule the appointments for you. All you and your team have to do is meet with these highly qualified clients and secure their business.
How Do You Make Your Money? We ask for a small percentage of the fees you generate, and an initial set up fee which gets fully REIMBURSED back to you and is 100% guaranteed. So, you risk absolutely nothing.
What's The Next Step? As long as you currently convert at least 30% of meetings into sales, simply schedule a FREE, no-obligation meeting with us by clicking on the button below...