Solicitors and accountancy practices both need to call on the services of professional financial planners from time to time to ensure they are providing their clients with a comprehensive service.
Following the introduction of the Retail Distribution Review (RDR) in 2013, you can rest assured that advice firms now display high levels of professionalism and transparency.
In fact, IQFA were ahead of the trend in this regard, having reached these standards years in advance.
We’re very keen to encourage close links with like-minded professionals and work with you as a multi-disciplinary team, complementing each other’s areas of expertise.
Where you identify an area of need on which you do not advise, we can work with you and your client to ensure the best possible outcome.
After all, a happy client is a loyal client.
If you are interested in further exploring these opportunities and discussing how a relationship with IQ could be mutually beneficial, please contact us on 01522 837211 or email us at firstname.lastname@example.org.