Sirius Finance has signed a new referral agreement with JRM Wealth Management, giving its brokers a route to introduce clients for wealth management, pensions and estate planning.
The partnership will enable Sirius brokers to refer clients whose financial needs extend beyond their property finance requirements, providing access to advice through JRM Wealth Management.
The agreement brings together Sirius’s property finance expertise and JRM’s wealth management oEering, helping clients consider their borrowing needs alongside their longer-term financial plans.
Rob Jupp, CEO of The Brightstar Group, said: “A conversation about property finance can often highlight other financial priorities. A client might be thinking about their pension, how to protect their family or how their property investments fit into their wider plans.
“This partnership gives Sirius brokers a clear route to introduce those clients to JRM Wealth Management. It is about recognising where a client could benefit from additional advice and connecting them with someone who can help.
“We’ve worked with Mina, James and their excellent team for quite a while now, so it felt like a sensible time to put that relationship on a more formal footing.
“We know the care they take with clients, and this agreement gives our Sirius brokers a clear route to introduce people who need support with wealth management, pensions or estate planning.”
Mina George, Managing Director – Head of Business Development at JRM Wealth Management, said: “Property and borrowing decisions are often closely connected to a client’s wider financial circumstances.
“Partnering with Sirius Finance creates an opportunity to help clients consider these decisions in the context of their wealth, retirement plans and estate planning needs.
“We are thrilled to be working with Rob and the Sirius team and look forward to building a strong, lasting partnership that adds value to our proposition and delivers a more joined-up, client-focused service.”
