In this episode, Director and Independent Financial Planner, Neil Clarke, discusses the due diligence solicitors must undertake when referring clients to a financial planner. This conversation covers several important points, all with the general theme of creating a suitable joined-up service for clients.

For this discussion, Neil is joined by Dave Seager of SIFA Professional. To find out more about SIFA Professional and the work they undertake to help create synergy between the financial and legal professions, visit their website.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.