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How do the SRA principles influence a firm’s and individual lawyer’s behaviour in the context of third-parry referral to financial planning professionals?

While solicitors specialise in legal matters and financial planners focus on financial strategies, the collaboration of their expertise can deliver a host of benefits to clients.

it is hard to disagree with the contention that a personal recommendation for a service is, without doubt, the best source of new clients; it will always be stronger than a testimonial on a website.

Calling a customer a client does not make them one, even if you consider them to be. Only the individual or individuals can truly decide whether they consider themselves a client of your legal practice.

My client Mabel was looking for advice on Will Planning and preparing Lasting Powers of Attorney, and approached a local solicitor who I regularly work with. The solicitor was able to establish that Mabel would benefit greatly from advice in regards to her Inheritance Tax (IHT) liability.