The existing partnership is being expanded, here are the details;
Mortgage and protection firm James Miller & Associates has announced a long-term extension to its partnership with Stonebridge, reaffirming its commitment to continued organic growth and adviser development.
The decision to renew the partnership comes down to the strong relationship James Miller & Associates has built with Stonebridge over the years, with the firm citing access to the senior leadership team as a key factor.
The firm very much values the network’s approachable, supportive style and believes it provides the right foundations to help the business continue to grow. It has also benefited from the bespoke training Stonebridge offers, which means professional development for advisers always feels relevant and engaging.
As part of its plans to expand, the Cornwall-based broker firm is now firmly focused on finding more of the right people to deliver the best outcomes for customers. James Miller & Associates already has 11 advisers and has built a strong online reputation, receiving more than 300 five-star customer reviews over the past 18 months.
James Miller, founder at James Miller & Associates, said: “The team and I have thoroughly enjoyed being a member of the Stonebridge family. We’ve developed strong relationships with the senior leadership team as well as key people in the wider business, and they’ve always been supportive and constructive.
“Their vision as a network closely aligns with our own. It’s all about getting the best outcomes for customers. The bespoke training and development opportunities they provide also help our people achieve their own personal ambitions.”
The renewed agreement will see the firm continue to benefit from Stonebridge’s technology, including the wholly-owned adviser platform Revolution, the network’s compliance expertise, operational support and business development resources as it works towards its long-term growth plans.
Rob Clifford, Chief Executive at Stonebridge, said: “James and his team have built an excellent reputation by putting customers at the heart of the business, and their impressive customer feedback reflects this. We’re delighted that we’ll be continuing to support them as Principal, very much supporting the continued and ambitious growth plans.
“Our role is to provide ARs who choose Stonebridge with the support, development opportunities and infrastructure they
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