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Building Capital Value

Get access to well-founded techniques and principles

Partnering with SFP Wealth will not only ensure additional revenue, but solidify your relationship with your client to ensure improved client retention and sustainable business growth. This is achieved without incurring unnecessary expenditure, while increasing the capacity to grow the value of your practice.

SFP Wealth registered financial advisers own their practices and are encouraged to maximise the value of this business asset. By making use of well-founded practice development techniques and principles, you are able to enhance the intrinsic value of your business.

We understand that running a profitable financial planning practice is challenging. SFP Wealth therefore assists you through our bespoke practice development programme to:

  • Clearly define your client value proposition and brand position
  • Build a sustainable business and marketing strategy
  • Create a practice growth plan
  • Develop leadership behaviour and accountability in your support team
  • Map your business structure and plan your succession
  • Create an aspirational brand and identity



Building Capital Value Capital ValueOur bespoke practice development programme is designed to assist financial advisers in growing their practice., /SFP Banner Images/Building Capital Value.jpg?RenditionID=2
Building Your Brand Your BrandBranding is critical in this modern day and age. Being part of an organisation with a national footprint provides you with a professional brand presence., /SFP Banner Images/Building Your Brand.jpg?RenditionID=2
Practice Management ManagementWe offer management tools and strategic planning support that will make it easier for you to run a successful practice., /SFP Banner Images/Practise Management.jpg?RenditionID=2
Product Providers and Solutions Providers and SolutionsWe enable financial advisers to offer their clients quality, choice and flexibility across a range of financial solutions., /SFP Banner Images/Product Providers and Solutions.jpg?RenditionID=2
Research and Insights and InsightsSFP Wealth registered financial advisers have access to an independent consulting service with dedicated investment professionals., /SFP Banner Images/Reasearch and Insights.jpg?RenditionID=2
Succession Planning PlanningIn the event of retirement, disability, termination or death, we facilitate a seamless exit strategy for our partners., /SFP Banner Images/Succession Planning.jpg?RenditionID=2


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