David Ingram: Four successful professional connection approaches - seven lessons

Legal and financial are complementary disciplines

clock • 4 min read

David Ingram draws seven lessons from the distinct approaches of four advisers who demonstrated at the recent SIFA conference the real success they have made of combining legal and financial services

Financial advisers have always been keen to work with solicitors and, where it brings a specific client's professional advisers together to ensure the best outcome is generated, this has worked well. Where advisers have sought to widen this relationship to arrange greater access to the solicitor's clients, however, the results have been very mixed - with many solicitors not being prepared to refer clients to advisers on anything other than a very ad-hoc basis. Even the great opportunity of the Trustee Act and its Scottish and Northern Irish equivalents did not see the tsunami of reque...

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