Empathy, team and happy clients - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 05/06/2024 Download
Will solicitors finally be fans of transparency now? - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 22/05/2024 Download
Navigating sudden wealth in clinical negligence settlement cases - article published on Legal Futures by Joe Sanders of Informed Financial Planning
Updated 17/04/2024 Download
Shocking figures suggest divorce lawyers need to do more for clients - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 12/04/2024 Download
An opportunity to demonstrate your support for clients in vulnerable circumstances - article published on Legal Futures on by Pat Seaward, Business Relationship Manager, SIFA Professional
Updated 17/04/2024 Download
Quality indicators - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 21/03/2024 Download
Six steps to help you manage sudden wealth - article published on Legal Futures by Josh Richardson of Informed Financial Planning.
Updated 21/03/2024 Download
Why private client solicitors should work with financial planners – and tell their clients - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 26/02/2024 Download
10 questions to prompt New Year's resolutions for law firms - published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 19/01/2024 Download
Buyers Beware – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 11/12/2023 Download
Reflection and Competency – What do you mean you don't have any records? article published on Legal Futures on by Pat Seaward, Business Relationship Manager, SIFA Professional
Updated 11/12/2023 Download
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
Updated 08/11/2023 Download
The reputational risk of not making a referral – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 06/11/2023 Download
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
Updated 06/11/2023 Download
LPAs – are you working with the right financial planning partner? – published on Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 06/11/2023 Download
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
Updated 19/09/2023 Download
Professional Development - Article published in Law Society Gazette Sept 15th by Pat Seaward of SIFA Professional
Updated 18/09/2023 Download
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
Updated 11/10/2023 Download
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
Updated 18/09/2023 Download
Enhancing client outcomes through collaboration – article published on Legal Futures byPaul Davidson, Director at Strategic Vision Wealth Management
Updated 31/08/2023 Download