SIFA Professional – Joined-up Legal + Financial
SIFA was originally founded in 1992 as Solicitors for Independent Financial Advice and in 2009 launched SIFA Professional, which has offered support and consultancy to quality financial advisory businesses looking to build professional compliant relationships with solicitors.
Members of SIFA Professional
The financial advisory firms on the SIFA Professional Directory are independent and impartial firms, dedicated to providing the highest quality advice to their clients. They are members of SIFA Professional because they want to be kept informed of the key issues affecting the legal marketplace when it comes to working with solicitors and their clients.
Referrals – in your client’s best interest
The new SRA Standards and Regulations have introduced a code of conduct for firms and with it an expectation for more centralised processes. This is important to keep in mind when selecting third parties to refer to when legal work highlights the need for complementary financial advice.
A referral has to be in the ‘clients’ best interests’ and this is, of course important when solicitors and financial planners are working collaboratively.
SIFA Professional Directory of Financial Advisers
The Law Society has warned that “solicitors could get tangled up in mis-selling scandals if they advise clients to use financial advisers who may benefit from selling particular products“. The firms which are listed in the SIFA Professional Directory are free from the influence of third parties and specialise in professional connections.
To find your financial advisory partner, search the Directory by location and specialisations at www.sifa-directory.info
Key Contacts
Pat Seaward, Business Relationship Manager
Tel: 01372 721172
Email: pat@sifa.co.uk
Ruth Chandler, Client Services Manager
Tel: 01372 721172
Email: ruth@sifa.co.uk
Address:
Fintel House, St Andrew’s Road, Huddersfield HD1 6NA.
