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

Succession Planning

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

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 maximise 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.

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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Secure your practice and income for life

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Succession Planning

Only 40% of South Africa’s advisors have succession plans, which means if something were to happen they could lose their clients and income, 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.

 

 

Challenges the average advisor faces:

  • Dealing with HR, finance and office issues while you would rather be growing your business
  • Spending so much time servicing your existing book you have no time to get new clients
  • Wasting time and energy on compliance
  • Losing money to office space and administrative requirements

Advantages of becoming a part of Stringfellow:

  • Dedicated CRM team takes care of your administrative requirements
  • Dedicated Marketing department provides your clients with monthly updates and ensures a constant digital presence
  • Advisors service your existing clients (based on your specification) while you still get commission
  • We provide you with leads and the tools to upsell to your current and future client base
  • Dedicated compliance team that takes care of your legislative requirements

How you deal with these challenges is your choice

You get to decide how involved you are with your practice moving forward

 

Have you thought about what lies ahead for you and your business income?

When you decide to hand over your book and spend your golden days perfecting your golf swing we have a succession planning solution guaranteed to suit your needs!

For more information or to start the process…

Use our tools to maximise your practice

With more than a century of combined experience between our advisors, we know what works and what doesn’t. We’ve crafted our processes and tools to suit experienced advisors, and as our team can testify, the Stringfellow approach ensures any book can reach its maximum potential

The advantages of joining the Stringfellow Advisory team:

Based on your approach and personality we will assign a CRM to you who will:

  • Manage your diary
  • Process your paperwork
  • Maintain relationships with your clients

Our industry-leading platforms have been crafted with an understanding of your needs

  • Track and confirm your commission
  • Provide full transparency on every deal
  • Automation/Management of every deal to ensure customer satisfaction
We understand that you’ve worked hard on building your book, which is why we give you the opportunity to ring-fence any/or all of your clients. Our administrative and marketing platforms have been built to reinforce your relationship with your clients

It is vital to stay in contact with your clients, which is why we have a dedicated marketing team that:

  • Maintains a digital/social media presence
  • Runs campaigns through the year to maximise your opportunities to sell
  • Sends monthly SMS’s/Emails to maintain contact with our clients
  • Congratulates clients on special life events

Increase your income without doing any additional work

As an advisor specializing in any particular field, you run the risk of losing a client when they get serviced in another area by your competitors. By choosing to have Stringfellow as your preferred partner, who focuses on investments and assets under management, your clients will be ringfenced and receive award-winning investment advice and you will be compensated for the introduction.

This Referral Agreement provides you with the power to specify exactly what services Stringfellow can offer to your clients and gives you an exact breakdown of what percentage of the commission will be paid to you.

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

 

 

 

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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Stringfellow’s Multi-Managed Funds

Our Multi-Management approach is a unique investment product that consists of multiple specialized funds, which enables Stringfellow to leverage off the best-of-breed fund managers across asset classes, sectors and geographical locations

Stringfellow BCI Stable Fund of Funds

Over the past 5 years, the fund has delivered:

 

10% PER ANNUM 

11% ABOVE THE AVERAGE OF ITS PEERS 

30% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Stringfellow BCI Flexible Fund of Funds

Over the past 5 years, the fund has delivered:

 

13% PER ANNUM 

27% ABOVE THE AVERAGE OF ITS PEERS 

53% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Best-of-breed providers currently used in our Multi-Managed funds

We use the best fund managers across the globe to manage your money

Stringfellow’s Wrapped Funds

To further diversify your or your clients’ investment exposure we have partnered with some other industry leading fund managers, reducing risk and maximising returns

Inflation Plus 2 Cautious

Over the past 5 years, the fund has delivered:

10% PER ANNUM 

29% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Inflation Plus 4 Balanced 

Over the past 5 years, the fund has delivered:

12% PER ANNUM 

43% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Inflation Plus 6 Opportunity 

Over the past 5 years, the fund has delivered:

16% PER ANNUM 

84% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Platforms on which Stringfellow Funds are available

OUR INVESTMENT PHILOSOPHY

Inspired by two of the greatest investment gurus in history – Sir John Templeton and Warren Buffett, we invest in profitable businesses as they are, and always will be, the creators of true wealth.

We are flexible but not frivolous and truly understand the risk of investment. By constantly researching the market, focusing on the fundamentals and economic data, we are able to take advantage of sound opportunities. We remain disciplined and goal-focused, making investment decisions based on research and data, not speculation.

We are true long-term investors and believe that real assets, like shares, property and bonds, should outperform cash and inflation over time.

Have any questions with regards to our funds or philosophy?

Fill in your details below and a senior member of our team will be in contact within the next 24 hours

Address

Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

Telephone

010 007 0074

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