Become an introducer with Wealthmax and enjoy a structured referral partnership that allows you to add value for your clients and generate additional income without getting distracted from your core business.

Partnership Built around your business?

If you are a professional, such as an accountant, Independent Financial Adviser (IFA), Mortgage adviser, solicitor or estate agent delivering services to your clients, Wealthmax has an opportunity for you to become an introducer for financial services. In this Introducer partnership, you identify the clients who could benefit from the financial advice, and we manage the process from start to finish, providing value to your client and generating an additional income for you on every successful referral. The referral partnership is straightforward, transparent and is designed to fit seamlessly around your existing business, while creating an additional income stream.

Seamless Process

Simple, transparent referral workflow that fits around your business. Simplifying the process of becoming an introducer with Wealthmax.

Professional Recognition

Introducer partnership with a trusted FCA-regulated financial firm ensures professionalism, credibility among business introductions and visibility to your business.

Additional Income Stream

Earn competitive referral fees for every successful introduction while we take care of your clients with utmost professionalism.

Network Expansion

Gain Access to professionals, advisers, build your contacts and expand your existing network.

How the Partnership Works?

Introducer partnership with Wealthmax is straightforward and designed to fit around your existing business. Here’s how it works in 3 easy steps

Identify a Client with Need

Spot clients who may benefit from financial advice and refer them to Wealthmax.

We Manage the Process

We will manage the whole process from providing regulated advice to handling communication and managing after-sales compliance.

Earn a Referral Fee

Receive your referral fee for every successful introduction, creating an additional income stream without extra workload.

Explore Introducer Opportunities

A partnership with Wealthmax is about adding value for your clients and for your business. Seize the chance to earn potential commissions by becoming a valued partner with Wealthmax. Start introducing clients and earn commissions for every successful business introduction.

Start an Introducer Partnership

If you feel a referral partnership could support your business and your clients, we’d be happy to talk, share a few details, and our team will be in touch with you to discuss introducer opportunities with us.