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

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 and promoted. However, things appear to be changing as advisers and accountants realise the benefits of working more closely, not only for their clients but also for their businesses, in terms of reputation, trustworthiness and providing that much-coveted all-round service. One such tie-up between adviser Pareto Financial Planning and accountancy firm Beever and Struthers has seen the ...