Eastside Insurance Services (EIS) is delighted to announce a new working ‘partnership’ with SIP Wealth Management (SIPWM).
SIPWM are well-established and much respected Chartered Financial Planners based in Mumbles, Swansea, who specialise in pensions and investments.
Their services will be of particular interest to EIS’s many high net-worth clients, and reciprocally EIS will be able to support SIPWM with insurance advice and specialist policies across a range of areas and pension portfolios.
Anthony Fox, Managing Partner of Eastside Insurance Services, stated,
“This informal but mutually beneficial arrangement will further enhance the offering of both companies, by making additional services and expertise available to our respective client bases.
“I am particularly pleased to be collaborating with a company of such standing as SIPWM, and it is further demonstration of our strategic aim to align ourselves with complimentary businesses.”
SIPWM is headed by Jon Francis, Managing Director, and fellow Director Paul Williamson.
“This arrangement makes perfect sense for our clients, and we are already benefiting from having a direct line to an accomplished local insurance broker. There is a great amount of crossover between our businesses and we look forward to working together.”
You can read more about SIP Wealth Management by clicking on the following link: