Forrester Boyd Wealth Management affirms its commitment to joined up Professional Services

  • 22nd July 2020

Forrester Boyd Wealth Management has joined SIFA Professional. SIFA Professional focus their attention supporting the collaboration between legal and financial services.

Forrester Boyd Wealth Management has joined SIFA Professional, a membership which supports collaborative working between wealth management firms, accountants and legal service firms.

For many clients, there are certain services that require advice from a range of professional service firms so to have a joined up and collaborative approach that focuses on the needs of the clients is paramount.

That is why Forrester Boyd Wealth Management has joined SIFA Professional. SIFA Professional focus their attention on supporting the collaboration between legal and financial services. They ensure we are kept fully informed as to developments in the Legal Services sector, thus ensuring we are professional, compliant and knowledgeable in our relationship with solicitors for the benefit of mutual clients. In particular with the Solicitors Regulatory Authority’s new Standards and Regulations that came into force in November 2019, which puts the emphasis on the individual and firm Codes of Conduct.

Most financial advisory firms regard solicitors as a potential source of new clients, but we hope to work alongside solicitors to assist them to provide a more comprehensive client service, which will enable them to differentiate their business proposition from that of their competitors and to establish the basis for enduring client relationships. It is because we take this so seriously that we use the services of SIFA Professional, a membership that is recognised by the Law Society. As a SIFA Professional member, we are proud to be listed on SIFA’s Directory of Professional Financial Advisers (www.sifa-directory.info), which is endorsed by the Law Society.

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