Partners
Wealth Advisors
Why Stable partners with Wealth Advisors for mutual client success
Wealth Advisors play a critical role in helping UK High Net Worth individuals manage their financial landscape. However, when it comes to non-investment products, the range of options becomes difficult to navigate.
1
Introduce a client
Submit via email or hubspot form
2
Stable manage everything
We assess needs, benchmark and provide a board ready report back to the client
3
Stay in the loop
Stable keep you updated throughout
4
Get paid
For commercial partners, Stable offer a revenue rebate on some products
Partnered with:
Stable allows you to find your clients personal foreign exchange savings, typically 50% cheaper than a premier bank account.
Become a partner
Many HNW clients double up as business owners or executive decision makers
The role of the high street business bank manager no longer exists
UK SMEs are under appreciated, under pressure and under serviced
UK Business owners need trusted advisors
Help your clients grow both personally and professionally with Stable
Add more value to your relationship and retain the client longer
Through Stable your clients can benchmark;
Foreign exchange risk, spreads and execution
International and domestic payment fees
Bank and third-party lending arrangements
Card acquiring provisions and settlement terms
Treasury and cash management yield