Old Mutual Wealth's dedicated centralised sales team is here to make things easy for you. We provide business-critical services, swiftly and without fuss. Contact us for help with the following areas:
- Creating sales ideas to help grow your business.
- Providing solutions for specific clients.
- Web-based training and presentations.
- Online navigation of our platform for new users and those wishing to explore the site.
Being office based means we can answer your queries quickly and save you time too. Often, queries can be resolved by one simple phone call. Our consultants have a wealth of knowledge and experience and can answer most product queries straight away, as well as providing fund information and assisting with platform setup and navigation.
And, if we can't answer your question directly, we can point you in the direction of someone who can; for example, our team of tax and financial planning experts who hold some of the most informed opinions in the industry.
Depending on your business needs, we can also give access to:
- Marketing support, including product literature.
- Web seminars on topical issues.
- Regular updates on financial planning solutions to support your advice process.
- Regular briefings on business issues via Informer magazine, Informer Digital and other communication channels.
- Quilter Investors expertise and material.
- Knowledge of the offshore investment market.The team use cutting-edge technology to help bring your experience with Old Mutual Wealth to life.
If you are not aware of who your consultant is, please e-mail Adviser Sales Centre with details of your enquiry.