Personal finance clinic: Seven steps for looking after your loved onesPosted in Fiducia News,
on 27.01.17 Read What do you want to achieve? What’s important to you? As a financial adviser, I can tell you that almost all my clients are...
Research suggests that the vast majority of financial solicitors source the Independent Financial Advisers (IFAs) they choose to work with through personal or professional recommendation, and favour firms with a strong local profile and reputation.
When evaluating advisers, these professions place very strong emphasis on qualifications, years of experience and a good cultural and personal fit. Most importantly, they look for firms with a clear, client-focused wealth management proposition. Solicitors are most interested in tax-efficient planning, trusts and estate planning, old-age funding and equity release and investment management.
Our proposition is built solely upon complimenting your professional expertise with our award winning team. We can enhance your client experience, you can utilise our expertise and this in turn could generate further appropriate referrals.
Our philosophy incorporates openness, independence and accountability. We understand as a professional solicitor that you occupy a position of trust and that you need to ensure you perform adequate due diligence before selecting a professional partner. Please follow this link to access our due diligence document.
What sets us apart is our ability to deliver and this is borne out by the many industry awards that we have gained in our pursuit of excellence, to find out more about our awards see this link.
We deliver holistic financial planning for the benefit of clients and what sets Fiducia apart is our independence and the positive way in which we treat our clients.
Fiducia have two clear aims:
In relation specifically to the solicitor profession, the Law Society 2016 report on the likely shape of the profession in 2020 stated:
“If a business is not reinventing itself to adapt to changing market conditions then it is highly likely it will go into decline or be taken over by those that are better adapted to the new environment”.
Our clear wealth management proposition stands us in good stead with firms looking to work with like-minded professionals to diversify and expand their business.
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