Sirius Finance has entered into a referral partnership with JRM Wealth Management, enabling its brokers to introduce clients seeking advice on pensions, wealth management and estate planning.
The agreement establishes a formal referral route for clients whose financial requirements extend beyond property finance, allowing Sirius brokers to connect them with JRM’s advisers.
The arrangement is intended to help clients consider property borrowing and investment decisions alongside their wider financial circumstances, including retirement planning and the protection of family wealth.
The two businesses have an existing working relationship, which has now been formalised through the agreement.
Rob Jupp (pictured), chief executive officer 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.”
