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Stonebridge to offer mortgage induction courses

Sam Cordon

November 1, 2013

The three-day residential courses are to be held twice a month at Stonebridge’s Head Office in Hockley, Essex and aim to give wealth advisers a strong grounding in what it takes to advise successfully in product areas such as mortgages, insurance and protection.

Richard Adams, managing director of Stonebridge Group, said: “The wealth advice sector has taken a number of knocks in recent weeks which make the ability of advisers to survive and prosper in their sector increasingly difficult.

“For those advisers who do not have a roster of clients with over £100k worth of investable money there may be a need to look elsewhere in order to secure their futures.

“We are seeing a growing number of wealth advisers who are looking for other options in areas such as mortgage, insurance and protection however having only limited experience in these areas can prove to be an issue.

“Stonebridge has therefore launched a series of induction courses which aim to quickly acclimatise wealth advisers to a new environment and to help them develop their skills in order to become active and successful.”


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