It’s great that you’re interested in extending what it is that YWT has to offer by providing financial advice to HNW individual’s local to you. As I mention, elsewhere on the site, I am of the view that only the most quaified and experienced advisers are able to provide advice on this complex area of advice. Please don’t be offended if we can’t have you involved with YWT now. My advice would be to get better equipped at what is that you do, accumulate more experience and then come back to us.
To summarise our criteria:
- Chartered Financial Planner / Certified Financial Planner
- Regulated by the FCA
- Minimum of Ten Years Practice Experience
- Indepently reviewed by existing clients via recognised review site (e.g Trust Pilot, VouchedFor, Unbiased)
- Offer a fee free, no obligation initial discussion
- Confirm that you will (where at all possible) make contact within 24 hours (within UCT business hours)
If you meet all of the above criteria drop us a line today, with your location, where you operate geographically, contact details, explaining why you would like to be considered for enquries that are receieved to the Your Wealth Transfer site.