Professional Introducer2020-06-02T15:26:15+01:00

Becoming a professional introducer

Request a call

Becoming an introducer can offer benefits to all parties involved. Clients have available to them a wider range of advice and specialist products, and you as the introducer will be able to offer access to a more rounded service and benefit from a wider network.

At Wellesley Wealth Advisory, we understand that you will have spent significant time in building up your client list and I am sure you place tremendous value on the long-term relationships you have developed. This is something we both share.

Don’t just take our word for it, watch the video to the right of this page to see what our clients say about us too.

Introducer highlights include:

Relationships are at the core of our offer and we will nurture and protect your client’s best interests, focussing on all generations of a family to help provide a better financial future.

We offer tailored financial planning that covers all aspects, from tax, retirement and investment planning for a child’s future to corporate services and employee benefits and pension planning.

A locally based financial adviser prepared to meet with you and your client together to show a united approach.

The advice we give is guaranteed by St. James’s Place, giving you and your client extra reassurance*

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Further information

Please select which method you would prefer us to contact you with.

* St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

Latest News

Read More
Go to Top