As specialist providers of wealth management and financial advice to private clients and SMEs, we work with a range of professional bodies. Whether you are specialising in a particular niche, seeking to add value to your members, or seeking advice for your clients we can enhance your relationship.
Benefits of becoming an introducer
We work hand-in-hand with introducers to help them build successful long-term relationships with their clients. By working with us, you will benefit from:
- Introducers fees
- Great customer service levels to enhance your reputation
- Enhanced longevity of clients, ensuring your relationship continues to flourish
- Personalised face to face advisory service
- Access to a distinctive investment management approach
- St James’s Place guarantees the advice that we provide our clients
- Bespoke advice for personal needs as well as business needs
