If you are an accountant or solicitor you will be aware that you are no longer able to offer financial advice through previous professional body channels. You may be referring this work to an accredited IFA or avoiding the subject until such times as you can establish such a relationship or the client sorts matters out “off their own back”. As the power of networking continues to increase you run the risk of losing those clients that do set up arrangements with IFA’s who may have a reputable Solicitor or Accountant that they suggest may better serve them… At Anglia Financial we welcome the opportunity to work alongside accountants and solicitors with the guarantee that once a client is introduced they are ring-fenced to that introductory source and no “cross sales” to competitors are discussed by our team. Clients often require a multi-disciplinary approach and we applaud those professional individuals who value this vision and embrace professional connections to ensure their clients obtain rounded advice. Your client will benefit from our robust, independant, client proposition and you can be involved or hands-off, dependant on your remit and that of your client(s).

Please email sms@angliafinancial.com if you would like a no obligation confidential chat