Advising business owners: Who 'owns' the SME client relationship?

Relationships built on trust

Jenna Brown
clock • 7 min read
Maria Hallows: "It is about our clients getting everything that they need from their trusted adviser, directly or indirectly."
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Maria Hallows: "It is about our clients getting everything that they need from their trusted adviser, directly or indirectly."

As SME owners look to reshape their post-pandemic finances, which of their trusted advisers is in the best position to help? Jenna Brown finds out why accountants and advisers have never been so close…

Professional connections and referrals are part and parcel of being in the advice profession and are often seen as the Holy Grail for IFAs. But it is not often a business relationship that is formalised...

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