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Face-to-face business development support

Old Mutual Wealth aims to be a true business partner, providing you with complete back-up for your business. Our face-to-face business development services include business consultancy, online adoption, training, sales seminars and technical support. Widely recognised to be amongst the best in the industry, our business consultants are on hand to provide you with a personal and dedicated service.

Need help now? We offer a wealth of adviser support which is just a click or call away.


Face-to-face Business ConsultantsFace-to-face Business Consultants

Our team of 80 Business Consultants, led by four area sales managers, operates throughout the UK. All of our consultants are trained to help you convert opportunities into actual business sales.

Find a Business Consultant in your area.

 

Online Adoption TeamOnline Adoption Team

We offer a regionally based team of e-specialists who are able to help you integrate our platform seamlessly into your business process. They help to ensure that you are receiving maximum value from our platform. Our team provides face to-face and phone-based support, helping to implement our platform operations into your business.

Contact the Online Adoption Team.


Regional seminars and workshopsRegional seminars and workshops
Throughout the year, we run adviser seminars across the UK. These take the form of regional business updates, fund manager presentations and master-classes from our experts. We also provide a huge amount of support in helping advisers prepare for their key exams. Our team of regional specialists run workshops throughout the UK helping thousands of advisers pass their professional qualifications. Speak to your Old Mutual Wealth consultant to find out more.


Specialist Sales TeamSpecialist Sales Team

Our expanding Specialist Sales Team is focused on advice solutions through technical interpretation and by providing relevant and clear benefits for advisers. Our team of 17 specialists offers an extensive portfolio of support from a practical workshop approach to learning through case studies and questions.

Meet the Team.


We also offer a wealth of support that is either a click or a call away. Speak to our Adviser Sales Centre team or technical helpdesk for queries on products, tax, or planning, and access up-to-date investment information and opinion from the industry’s biggest experts in informer and knowledge direct.

Find out more.

 

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