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 A Couple Of Accounting Firm Partners Say
(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