High Value Qualified Leads For Wealth Managers

Specialising in investment, pension transfer and tax planning meetings for many years
Investment Banking - MD / Director
Major Law - Managing / Partner
Big Four - Managing / Partner
FTSE100 / S&P500 - C Suite

Arrange a

Discovery Call

to find out how we can generate qualified leads for you

We need the information you provide us with to contact you about our services. For information about our privacy practices please see our Privacy Policy

High Value Qualified Leads For Wealth Managers

Specialising in investment, pension transfer and tax planning meetings for 12 years
☑ Investment Banking - MD / Director
☑ Major Law - Managing / Partner
☑ Big Four - Managing / Partner
☑ FTSE100 / S&P500 - C Suite

Arrange a

Discovery Call

to find out how we can generate qualified leads for you

We need the information you provide us with to contact you about our services. For information about our privacy practices please see our Privacy Policy

Business Development For

Wealth Management Companies

Whether you're a CEO looking to develop your company or a Wealth Manager requiring high value meetings we have the knowledge and experience from working with a wide variety of people and companies in the sector to effectively grow your business. 

Our understanding of a high quality team, modern digital presence, high value qualified meetings and the nuances of what will create them is gleaned through many years of high level business development in wealth management.

Arrange a Discovery Call above to find out how we can help you

Business Development For Wealth Management Companies

Whether you're a CEO looking to develop your company or a Wealth Manager requiring high value meetings we have the knowledge and experience from working with a wide variety of people and companies in the sector to effectively grow your business. 

Our understanding of a high quality team, modern digital presence, high value qualified meetings and the nuances of what will create them is gleaned through many years of high level business development in wealth management.

Arrange a Discovery Call above to find out how we can help you

What Our Clients Say

  • I would like to recommend JTX Partners’s professionalism and expert wealth management business development skills. They are pleasant people to deal with.

    DARREN H. - MANAGING PARTNER
    MARLOW
  • I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • JTX Partners are very professional and have a unique skill set in the level of meeting they are able to consistently generate for me, I would highly recommend getting in touch with them.

    NEIL W. - WEALTH MANAGER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

    ANNA H. - WEALTH MANAGER
    LONDON
  • My experience with JTX Partners has been very positive with a combination of excellent service and high quality meetings arranged for me reliably and regularly allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON
  • I have been working with Jon for some time now and I have always found him to be professional and responsive. He has built 3 websites for me and his digital marketing is producing results for us.

    JOHN B. - MANAGING DIRECTOR
    SINGAPORE
  • I use JTX Partners for pension leads in my area, the meetings are of a very high standard and I have significantly increased my income since using their services. I recommend JTX Partners if you want to grow your business.

    BRIAN J. - WEALTH MANGER
    LONDON

What Our Clients Say

  • I would like to recommend JTX Partners’s professionalism and expert wealth management business development skills. They are pleasant people to deal with.

    DARREN H. - MANAGING PARTNER
    MARLOW
  • I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • JTX Partners are very professional and have a unique skill set in the level of meeting they are able to consistently generate for me, I would highly recommend getting in touch with them.

    NEIL W. - WEALTH MANAGER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

    ANNA H. - WEALTH MANAGER
    LONDON
  • My experience with JTX Partners has been very positive with a combination of excellent service and high quality meetings arranged for me reliably and regularly allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON
  • I have been working with Jon for some time now and I have always found him to be professional and responsive. He has built 3 websites for me and his digital marketing is producing results for us.

    JOHN B. - MANAGING DIRECTOR
    SINGAPORE
  • I use JTX Partners for pension leads in my area, the meetings are of a very high standard and I have significantly increased my income since using their services. I recommend JTX Partners if you want to grow your business.

    BRIAN J. - WEALTH MANGER
    LONDON
Companies We Arrange High Value Meetings With
Companies We Arrange High Value Meetings With

UK IHT Planning is a trading style of JTX Partners who specialise in connecting  prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

UK IHT Planning is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com

© Copyright 2024
All Rights Reserved

UK IHT Planning is a trading style of JTX Partners who specialise in connecting  prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

UK IHT Planning is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com

© Copyright 2024
All Rights Reserved