Wealth Management & Intermediary Sales

Who we are

The Wealth Management & Intermediary Sales teams at BWD both operate at national level, and pride themselves in being the chosen strategic business partners for a number of global financial services providers, national insurers, wealth management firms and banks in the Financial Industry.

Our approach

Integrity

Openness

Partnership

Consistently doing the best by our

clients and candidates

Always being open, honest and direct with clients and

candidates

Being selective: only connecting the right people to the right

roles.

Wealth Management

Cornerstone of our business – our passionate and dedicated team of Wealth Management consultants are led by directors Alistair Brownlee and James Walker …

… who together amass over 25 years’ experience in the Financial Services Industry.

Specialists in the areas of Financial Planning, Private Banking and Investment Management …

… our team works hand in hand with some of the UK’s most high profile and prestigious financial institutions.

Our Intermediary Sales practice team, headed by director Gareth Davies, is unrivalled in its expertise and depth of experience.

Working alongside many of the UK’s leading financial institutions, life, pensions and investment companies, as well as boutique firms …

Intermediary Sales

… our team provides unparalleled knowledge and assistance in a market where the demand for high quality intermediaries remains imperative.

Our consultants are specialists in sourcing field and telephony based sales professionals across the UK territory, and are deeply committed to providing quality solutions of exceptional standards.

“Whether you are considering your own career and a possible move, or are looking to recruit for your team I would have no hesitation in recommending James Walker at BWD. He is refreshingly open, honest and at the same time commercial and looks to build long term trusted relationships.”

- Ian Gibson – Partner – Towry

Client testimonials

“Unlike many recruitment consultants, BWD have made a lot of effort to understand our business and our requirements for expansion. This has meant that James Woods has been in regular dialogue by phone and email, providing full details of a good selection of very suitable candidates. He follows up efficiently and is always easy to contact. I find the whole experience of working with BWD both professional and rewarding.”

- Chris Bruce – Blacktower Financial Advisers (now part of Punter Southall)

“Ed recently helped me to progress my career by finding me a new and exciting role. He understood what the motivating factors for seeking a move were and was very good at contacting me regarding potential opportunities as well as keeping me well informed throughout the whole process. In addition he was a pleasure to deal with and made the whole experience very easy”

- Andrew Richiardi –  Guaranteed Sales Specialist (BDM) - AXA Life Invest

Candidate testimonials

“James Jackson has delivered first class service every step of the way and I feel his work should be acknowledged. I have dealt with many recruitment firms and recruiters over the years and BWD is by far the best.”

- James Reid – Sales Development Consultant – Royal London

“I have found James to be an excellent recruiter. We set clear guidelines for my potential future role and James provided considered and quality options. I would have no hesitation is recommending James and already have.”

- David McKendrick – Partner & Chartered Financial Planner – Equilibrium Asset Management LLP