Our work with other professionals has two aspects. Firstly, we regularly work with professional advisers in order to create effective, integrated Plans for our mutual clients. We’re always pleased to receive referrals from professional advisers seeking high quality advice for their clients, and as members of SIFA we’re well placed to handle enquiries from the legal profession.
Secondly, we’ve demonstrated proven success in building a financial practice that can deliver high levels of client service and satisfaction levels, and client relationships founded on trust, integrity and understanding. We’ve found that there are lots of other forward-thinking professionals who are very interested in learning how we’ve achieved this, and if you’re interested in our processes and methods we’d be happy to talk to you about individual or specific training.
Andy Jervis is a regular speaker for the Institute of Financial Planning, and he often works with other financial planners to help them to build their practices along similar lines. He runs periodic workshops for advisers and other professionals, and you can find more details of these services on these pages, as well as forthcoming events.
If you’d like to know more why not make an enquiry now?
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