Advisers and accountants should not 'guzzle from same plate'

Advisers and accountants should form partnerships in which they refer clients to each other instead of trying to compete with each other, he said. Clapton was managing director of discretionary investment manager Wellian Investment Solutions before setting up his consultancy business earlier this year. He suggested referring clients between advisers and accountants could be particularly useful post-pension freedom, where advice became more important for many and advisers may find themselves time and capacity constrained. Recent research from Prudential suggested advisers have becom...