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10 clients in need of financial advice and how to identify them - article published on Legal Futures on by Pat Seaward, Business Relationship Manager, SIFA Professional
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The reputational risk of not making a referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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An integrated approach to retirement planning and family wealth preservation - article published on Legal Futures on by Rohit Rohela, Managing Director at Finsbridge Financial Planning
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LPAs – are you working with the right financial planning partner? – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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The importance of robust vulnerable client policies - article published on Legal Futures on by Ruth Dolan, Financial Planning Director & Head of Legal Relationships at Craven Street Wealth
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Professional Development - Article published in Law Society Gazette Sept 15th by Pat Seaward of SIFA Professional
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The SRA's principles and how they might impact third-party referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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Working with a Public Authority Deputy to achieve best outcomes for clients' - article published on Legal Futures on Sept 4th by Josh Richardson, MD of Informed Financial Planning
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Enhancing client outcomes through collaboration – article published on Legal Futures byPaul Davidson, Director at Strategic Vision Wealth Management
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Presenting the dream team – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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Working with your financial planner to attract and retain clients – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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A Safe pair of hands – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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Multi-Disciplinary Practices, still so few ABS Trailblazers - article by Dave Seager in Modern Law Magazine Issue 65 (May 2023)
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Investing in the role - Trustee Investment - Article by Dave Seager, Consulting Adviser to SIFA Professional published in Law Society Private Client Magazine May 23
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Do you have customers or clients? – published on Legal Futures Blog (15/05/23) by Dave Seager, Consulting Adviser to SIFA Professional
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"I would much rather give £160,000 to my children than HMRC" – IHT article published on Legal Futures by Mark Cardy of Benchmark Financial Planning
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A property sale raises Inheritance Tax questions - article published on Legal Futures by Suzanne Shepherd of Wealth Experts
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The IHT threshold freeze increases the need for collaborative advice - published on Legal Futures Blog (13/04/23) by Dave Seager, Consulting Adviser to SIFA Profession
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Your financial planning partner should double up as a CPD partner -published on Legal Futures Blog (20/03/23) by Dave Seager, Consulting Adviser to SIFA Profession
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Now go away and please don't come back ! - article by Dave Seager in Modern Law Magazine issue 63 (March 2023)
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