From IT to IFA: Is this man mad? Part VI

IFA Peter Lawrence looks at sowing the seeds of professional connections.

clock

Peter Lawrence spent 30 years working in IT but last year decided to launch his own IFA: Prime Time Financial. Professional Adviser has been tracking his progress. This month he looks at sowing the seeds of professional connections.

I have spent the last month sowing seeds. Not literally, because I’m no gardener, but by making contacts among the accountants in my area. This is my first foray into professional connections, and potentially a scary exercise. But since I spent my pre-financial services life dealing at a business-to-business level I am quite comfortable with the prospect. My approach has been to run an ‘accountants’ briefing’ on the subject of pensions reform. The aim was to inform them so that they could provide a better service to their employer clients, while at the same time telling them about the se...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

SJP net inflows double as it hits record £198.5bn FUM in first half of 2025

SJP net inflows double as it hits record £198.5bn FUM in first half of 2025

£95.5m share buyback

Sorin Dojan
clock 31 July 2025 • 1 min read
Fintel reports 18.6% revenue rise

Fintel reports 18.6% revenue rise

For the six months to 30 June

Sahar Nazir
clock 31 July 2025 • 2 min read
PA Digital Working Lunch: Enduring growth in a changing world

PA Digital Working Lunch: Enduring growth in a changing world

Join PA and Baillie Gifford online next Wednesday

Professional Adviser
clock 31 July 2025 • 1 min read