The Berkshire Wealth Group works closely with its Introducer Partners, enabling them to offer bespoke structuring, investment and estate planning opportunities to their clients. We recognise that your clients are precious to you and we will work alongside you, to provide a comprehensive, professional and efficient service to them.
We believe there are six key reasons why you should work with us:
- Raise the profile of your business
- Attract new clients
- Increase client retention
- Access our unique range of bespoke solutions and investments
- Clear, concise and timely communication
- Generous referral fees