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. ...
£1bn business since inception
Considered doing so in 2015
Client communication considerations
Aviva: ‘We are sorry’
FOI from Professional Adviser