We have a long history of providing business development services in wealth management

Who We Are

We are the leading provider of business development services to the UK wealth management industry.

Our understanding of a high quality team, modern digital presence, high value qualified meetings and the nuances of what will create them is gleaned through many years of high level business development in wealth management.

Whether you’re a CEO looking to develop your company or a Wealth Manager requiring high value meetings we have the knowledge and experience from working with a wide variety of people and companies in the finacial sector to effectively grow your business.

Arrange a Discovery Call to find out how we can help you

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Who We Are

Our understanding of a high quality team, modern digital presence, high value qualified meetings and the nuances of what will create them is gleaned through many years of high level business development in wealth management.

Whether you’re a CEO looking to develop your company or a Wealth Manager requiring high value meetings we have the knowledge and experience from working with a wide variety of people and companies in the financial sector to effectively grow your business.

Our People

Jon Taylor

MANAGING PARTNER

Jon is the Managing Partner of JTX Partners. Jon is a highly experienced wealth management business development professional with the ability to integrate structured, comprehensive, effective strategies in SME to large wealth management companies.

Prior to founding JTX Partners, Jon worked for the UK’s largest FTSE 100 and largest international independent wealth management groups. He holds a licence in International Securities & Investment with The Chartered Institute For Securities & Investment (CISI).

Outside of work Jon enjoys the gym, F1 and playing golf.                        

Our People

Jon Taylor

MANAGING PARTNER

Jon is the Managing Partner of JTX Partners. Jon is a highly experienced wealth management business development professional with the ability to integrate structured, comprehensive, effective strategies in SME to large wealth management companies.

Prior to founding JTX Partners, Jon worked for the UK’s largest FTSE 100 and largest international independent wealth management groups. He holds a licence in International Securities & Investment with The Chartered Institute For Securities & Investment (CISI).

Outside of work Jon enjoys the gym, F1 and playing golf.

What We Do

We solve a lack of high value qualified meetings to an abundance of them.

Our time is spent constantly refining how we source, connect, contact and arrange meetings with Managing / Directors of the major investment banks, Managing / Partners of the major law firms / big 4 and FTSE 100 / S&P 500 C Suite executives.

We are experienced specialists in all elements of business development in wealth management. We're able to consult and improve areas that require attention with our service ranging from a one hour consultation through to in house contracting long term.

What We Do

We solve a lack of high value qualified meetings to an abundance of them.

Our time is spent constantly refining how we source, connect, contact and arrange meetings with Managing / Directors of the major investment banks, Managing / Partners of the major law firms / big 4 and FTSE 100 / S&P 500 C Suite executives.

We are experienced specialists in all elements of business development in wealth management. We're able to consult and improve areas that require attention with our service ranging from a one hour consultation through to in house contracting long term.

Our Values

Dedicated to building long lasting relationships, measuring our success by yours.

Our purpose is to continually enhance a positive, professional, inclusive, innovative, meritocratic and rewarding working environment that translates into a high level of attention to detail and consistent high quality of service for our clients.

We focus on continuously striving to improve the quality of all our services, investing in technology and providing our people with the knowledge, skills and experience we need to fulfil our potential as a company, professionals and people.

Our Values

Dedicated to building long lasting relationships, measuring our success by yours.

Our purpose is to continually enhance a positive, professional, inclusive, innovative, meritocratic and rewarding working environment that translates into a high level of attention to detail and consistent high quality of service for our clients.

We focus on continuously striving to improve the quality of all our services, investing in technology and providing our people with the knowledge, skills and experience we need to fulfil our potential as a company, professionals and people.

Arrange a Discovery Call to find out how we can help you

  • I would like to recommend JTX Partners’s professionalism and expert wealth management business development skills. They are pleasant people to deal with.

    DARREN H. - MANAGING PARTNER
    MARLOW
  • I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • JTX Partners are very professional and have a unique skill set in the level of meeting they are able to consistently generate for me, I would highly recommend getting in touch with them.

    NEIL W. - WEALTH MANAGER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

    ANNA H. - WEALTH MANAGER
    LONDON
  • My experience with JTX Partners has been very positive with a combination of excellent service and high quality meetings arranged for me reliably and regularly allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON
  • I have been working with Jon for some time now and I have always found him to be professional and responsive. He has built 3 websites for me and his digital marketing is producing results for us.

    JOHN B. - MANAGING DIRECTOR
    SINGAPORE
  • I use JTX Partners for pension leads in my area, the meetings are of a very high standard and I have significantly increased my income since using their services. I recommend JTX Partners if you want to grow your business.

    BRIAN J. - WEALTH MANGER
    LONDON

Arrange a Discovery Call to find out how we can Generate Leads for you

  • I would like to recommend JTX Partners’s professionalism and expert wealth management business development skills. They are pleasant people to deal with.

    DARREN H. - MANAGING PARTNER
    MARLOW
  • I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • JTX Partners are very professional and have a unique skill set in the level of meeting they are able to consistently generate for me, I would highly recommend getting in touch with them.

    NEIL W. - WEALTH MANAGER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

    ANNA H. - WEALTH MANAGER
    LONDON
  • My experience with JTX Partners has been very positive with a combination of excellent service and high quality meetings arranged for me reliably and regularly allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON
  • I have been working with Jon for some time now and I have always found him to be professional and responsive. He has built 3 websites for me and his digital marketing is producing results for us.

    JOHN B. - MANAGING DIRECTOR
    SINGAPORE
  • I use JTX Partners for pension leads in my area, the meetings are of a very high standard and I have significantly increased my income since using their services. I recommend JTX Partners if you want to grow your business.

    BRIAN J. - WEALTH MANGER
    LONDON