For financial advisers
SIFA Professional helps financial advisers build valuable relationships with solicitors and legal professionals.
The SIFA Professional Directory of Financial Advisers contains details of financial planning firms which satisfy SIFA Professional's due diligence criteria for working with solicitors. SIFA Professional is proud to be working in partnership with the Law Society.
- 08 Nov 2023
- 10 clients in need of financial advice and how to identify them - article published on Legal Futures on by Pat Seaward, Business Relationship Manager, SIFA Professional
- 06 Nov 2023
- The reputational risk of not making a referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
- 18 Oct 2023
- An integrated approach to retirement planning and family wealth preservation - article published on Legal Futures on by Rohit Rohela, Managing Director at Finsbridge Financial Planning
- 12 Oct 2023
- LPAs – are you working with the right financial planning partner? – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional