Providing you with Award-winning Funds & Unrivalled Solutions, so you can focus on Maximising Your Book

Providing you with Award-winning Funds & Unrivalled Solutions, so you can focus on Maximising Your Book

On average Stringfellow Advisor have

  

34%

MORE MONEY IN THEIR POCKET

Increase your Income & Reduce your costs

Stringfellow has successfully increased our advisors’ income, by an average of 34% by increasing income & reducing costs  

Keep your independence while making use of our robust services, marketing support and world-class systems to ensure your clients are clients, for life.

On average Stringfellow Advisors have

34%

MORE MONEY IN THEIR POCKET

Increase your Income & Reduce your costs

Stringfellow has successfully increased our advisors’ income, by an average of 34% by increasing income & reducing costs  

Keep your independence while making use of our robust services, marketing support and world-class systems to ensure your clients are clients, for life.

Become a Stringfellow Advisor

As experienced financial advisors, the Group will provide you with extensive support enabling you to service your clients, easily expand your book and maximize your income

Referral Agreement

Providing your clients with investment advice, ring-fencing your business, while offering additional services to your clients and providing you with an additional income.

Succession Planning

Providing you with a continuation plan for your practice to ensure both your clients and dependents are provided for when you’re no longer able to.
       

Stringfellow Fund Fact Sheets

Track our fund performance to see how your clients’ investments are outperforming inflation and the average of our peers
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WHY YOU SHOULD JOIN STRINGFELLOW

Dedicated Administrative Team

We understand that as an advisor you want to focus on servicing your clients and growing your book, which is why we have a dedicated admin department that manages your diary, processes your paperwork and maintains the relationship with your clients on a one-on-one personal level

Robust Systems

When it comes to the management of your practice, nothing but perfection will do, we use industry leading solutions as well as our own developed systems to provide you with a seamless report on current business, commission and client servicing

In-House Marketing

To ensure customer retention and the growth of your practice we offer an internal marketing department. They maintain communication with your clients through emails as well as social media, whilst also identifying upsell opportunities by evaluating your book per platform

Ready to get started? Let us contact you

With more than a century of combined experience, we know what works and what doesn’t. If you’re ready to take your practice to the next level fill in your details below and we’ll be in contact.


Offer your clients more and get

25%

FOR EVERY CLIENT YOU REFER

HERE’S THE DEAL

For every client you introduce to Stringfellow, you will automatically get 25% of the initial commission paid through to us on their policy

Offer your clients more and get

 

25%

HERE’S THE DEAL

For every client you introduce to Stringfellow, you will automatically get 25% of the initial commission paid through to us on their policy

USE STRINGFELLOW TO RINGFENCE YOUR CLIENTS

USE STRINGFELLOW TO RINGFENCE YOUR CLIENTS

As every advisor knows, if you’re not a one-stop-shop you run the risk of losing your clients to another brokerage which takes care of all of a client’s financial needs. To address this concern Stringfellow has developed a robust Inter-Brokerage Referral Agreement.

This official agreement empowers you to offer your clients award-winning investment solutions, without running the risk of losing your clients to another practice and increasing your income in the process.

Why our referral agreement works 

  • Your clients’ information remains private and linked to your account
  • Our investment solutions are backed by industry-leading research
  • You get full transparency on all engagement with your clients
  • You have final say on what products/services we offer to your clients
Let us contact you to start the process
Simply fill in your details so we can meet up to discuss your requirements and finalise your new income stream

LET STRINGFELLOW MANAGE YOUR CLIENTS WHEN YOU RETIRE

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Is your practice ready for one-day?

Only 40% of South Africa’s advisors have succession plans, which means if something were to happen they could lose their clients and the income they provide, putting them and their loved ones at risk!

As succession plan experts our model has been proven time and time again to increase the value of your book and remove the unnecessary admin advisors do not want to deal with.

Risk of not having a succession plan

Loss of clients

Unfortunately, we all grow old and we cant continue to service our clients, when this happens we start losing clients to other advisors

Loss of income

As clients leave and the cost of running a practice always grows you and your family have less money to live on
Advantage of using Stringfellow as your succession plan

 

Growth of your client base

As Stringfellow, we ensure your clients remain taken care of and in doing so continue to write new business with your clients as they require

Providing you with income for life

Rather than giving you a lump sum, our approach ensures that you and/or your spouse is taken care of, so you can focus on enjoying your golden years
Ready to start the process? Fill in this form


Stringfellow’s Award-Winning Funds

As true investment specialists, our decisions are based on extensive research and market fundamentals. As shown in the figures below, our approach continues to outperform inflation and the average of our peers.

Independence is key to our approach which is why both our multi-managed and wrap funds are comprised of the best investment houses to leverage opportunities across sectors and the globe.

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Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

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