For financial advisers
SIFA Professional helps financial advisers build valuable relationships with solicitors and legal professionals.
The SIFA Directory of Professional Financial Advisers contains details of financial planning firms which satisfy SIFA’s due diligence criteria for working with solicitors, and is endorsed by the Law Society.
- 16 Jan 2020
- The reputational risk of not making the referral - Dave Seager, Managing Director, Modern Law Magazine, Jan 2020
- 06 Jan 2020
- Do you have customers or clients? - Dave Seager, MD SIFA Professional article Surrey Lawyer January 2020
- 26 Nov 2019
- Why you must take the new code of conduct for firms seriously - Dave Seager, MD of SIFA Professional - Law Society Small Firms website - Nov 2019
- 04 Nov 2019
- Not having a firm-wide process for referrals for financial advice is NOT an option - Dave Seager article Central London Lawyer - November 4th 2019