SIFA Professional members are:
- Independent, directly regulated by the FSA
- Fee-based as defined in the SIFA Charter
- Highly qualified with at least one adviser qualified to Diploma level or above
Working together, in partnership
We strategically partner with like-minded professional firms to deliver integrated advice. By working in partnership we are able to offer the client a complete solution, helping them to meet their financial and lifestyle objectives.
Our expertise spans all areas of financial planning, but particularly pensions, investments and portfolio management. Specific areas where we have supported our professional connections and achieved a quantifiable benefit for their clients include.
- Pension sharing upon divorce
- Investment advice associated with probate cases
- Portfolio management services for trustees
- Investment of lump sums from employment tribunal awards
- Company pensions - scheme establishment and ongoing management
To find out more about our Professional Introducers Programme
get in touch today.
A structured approach
Our structured Professional Introducers Program keeps the solicitor and accountant informed throughout the advice process, providing reassurance that the client is receiving suitably high quality advice.
We have been working with the team at Fish Financial since 2007. They provide expert advice and really look after our clients. We're looking forward to continuing our ongoing relationship
Susan Reyersbach, Partner, Wheelers Solicitors
We take the time to really understand the businesses of our professional partners and work with them to provide value added services for their clients. One successful approach is through hosting joint seminars or events. To find out how we can support your business, contact us today.
SIFA Professional membership
We take our professional partnerships seriously and are proud to be SIFA Professional members. SIFA is recognised by the Financial Services Authority (FSA) as the trade body for solicitor financial advisers. It is an organisation committed to supporting and assisting interaction between financial advisers, solicitors and accountants.
In order to qualify for SIFA Professional Membership, we had to meet their strict entry criteria and have attained a higher level of qualification that the FSA will not be insisting upon until 2013. To learn more about SIFA and the benefits of membership, don't hesitate to get in touch.
The team at Fish are committed to working strategically with other professionals in a way which complements and enhances their own advice. We're proud to have such a progressive firm as one of our members.
Ian Muirhead, SIFA Managing Director
