Introducing The Wealth Creation Programme...
Zero Risk | £10M FUM/y | £350k Fees/y
"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