Why private client solicitors should work with financial planners – and tell their clients - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 26/02/2024 Download
10 questions to prompt New Year's resolutions for law firms - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 19/01/2024 Download
Buyers Beware – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 11/12/2023 Download
Reflection and Competency – What do you mean you don't have any records? article published on Legal Futures on by Pat Seaward, Business Relationship Manager, SIFA Professional
Updated 11/12/2023 Download
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
Updated 08/11/2023 Download
The reputational risk of not making a referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 06/11/2023 Download
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
Updated 06/11/2023 Download
LPAs – are you working with the right financial planning partner? – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 06/11/2023 Download
The importance of robust vulnerable client policies - article published on Legal Futures on by Ruth Dolan, Financial Planning Director & Head of Legal Relationships at Craven Street Wealth
Updated 19/09/2023 Download
Professional Development - Article published in Law Society Gazette Sept 15th by Pat Seaward of SIFA Professional
Updated 18/09/2023 Download
The SRA's principles and how they might impact third-party referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 11/10/2023 Download
Working with a Public Authority Deputy to achieve best outcomes for clients' - article published on Legal Futures on Sept 4th by Josh Richardson, MD of Informed Financial Planning
Updated 18/09/2023 Download
Enhancing client outcomes through collaboration – article published on Legal Futures byPaul Davidson, Director at Strategic Vision Wealth Management
Updated 31/08/2023 Download
Presenting the dream team – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 22/08/2023 Download
Working with your financial planner to attract and retain clients – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 28/07/2023 Download
A Safe pair of hands – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 16/06/2023 Download
Multi-Disciplinary Practices, still so few ABS Trailblazers - article by Dave Seager in Modern Law Magazine Issue 65 (May 2023)
Updated 08/06/2023 Download
Investing in the role - Trustee Investment - Article by Dave Seager, Consulting Adviser to SIFA Professional published in Law Society Private Client Magazine May 23
Updated 25/05/2023 Download
Do you have customers or clients? – published on Legal Futures Blog (15/05/23) by Dave Seager, Consulting Adviser to SIFA Professional
Updated 01/12/2023 Download
"I would much rather give £160,000 to my children than HMRC" – IHT article published on Legal Futures by Mark Cardy of Benchmark Financial Planning
Updated 05/05/2023 Download