Wealth Management

Is your Practice missing the opportunity to earn significant revenues from offering Wealth Management services to your clients?

Matrix have partnered with one of the UK’s largest and most successful financial services companies in the country.

Matrix are in the unique position of allowing you access to their financial advisers who will provide a range of bespoke financial services to your clients and their businesses – with the opportunity for you to build an ongoing and substantial revenue stream for your business.

Have you ever had the situation where you just do not have any control over the commissions that you get paid or commissions simply disappear once the initial introduction has been made to a financial advisor.

This will never happen when you work with Matrix.

We use a unique lead tracking system so you will always get paid commission on every sale that your client engages in – you will simply receive a statement each month requesting an invoice from you – it’s that easy – and it includes annual recurring commissions too.

And uniquely, you can build up huge future Capital Value which you can sell back!

This service will allow your clients to plan for their personal and business financial needs and also for their retirement needs into the future and will create further opportunities to cross sell other Wealth Management services which will create an ongoing passive income stream for your business.

If you don’t already have a relationship with a national firm of financial advisors, or if you wish to move from your current providers, then please call us to discuss this great opportunity in more detail.