SIFA Professional has been facilitating interaction between financial advisers and solicitors for more than 25 years in order to provide a more holistic service and better outcomes for clients. Its unique range of services are widely acknowledged in providing the basis for IFAs to benefit from the dramatic changes taking place in the market for professional services.
SIFA Professional’s core objective is to promote its members to solicitors for member referrals, diversifying income streams for your firm. When it comes to working together, the most common concern expressed by IFAs and solicitors, is ensuring compliance with the Code of Conduct of the Solicitor Regulation Authority.
Solicitors are rightly nervous of the regulatory implications of working with members of other professions. SIFA Professional’s long involvement with the legal regulator on behalf of both IFAs and solicitors enables them to provide their members with the requisite resources to provide this reassurance, from training and business development support, to helplines and marketing materials.
All SIFA Professional members:
Kevin Ferriby, Informed Financial Planning, Leeds, said:
“Our business has been built on the back of relationships with other professional firms. Membership of SIFA Professional has helped immeasurably over the years. Their support, including presenting at our seminars, has been a key ingredient to our success.”
If you’re interested in building stronger professional connections, and you satisfy SIFA Professional’s due diligence, NMBA members can join on negotiated concessionary terms.
You’ll need to register to become an NMBA member. It’s free to join and you’ll have access to all of our events, webinars, outsourcing solutions, business development support, and a range of other resources.
All of our dedicated support is designed to help you run a profitable and successful business.