Tag Results
Does your integrity extend far enough?
Monday, 8 July 2024Simply telling a client they need to seek financial advice or offering them the business cards of three financial planners you know is NOT a referral.
Tags: SIFA Professional
Posted in Blog
Empathy, team and happy clients
Wednesday, 5 June 2024What has become glaringly obvious to me are the obvious parallels between the legal and financial planning professions, and how much each can learn from the other.
Tags: SIFA Professional
Posted in Blog
Will solicitors finally be fans of transparency now?
Wednesday, 22 May 2024Since the introduction of the SRA’s transparency rules in December 2018, I have been an advocate for law firms going further then the regulatory essentials.
Tags: SIFA Professional
Posted in Blog
Navigating sudden wealth in clinical negligence settlement cases
Wednesday, 17 April 2024Joe Sanders demonstrates the advice provided to one of their clients within this financially vulnerable situation
Tags: SIFA Professional
Posted in associate news
Shocking figures suggest divorce lawyers need to do more for clients
Friday, 12 April 2024There are so many areas where professional legal advice requires complementary financial planning and one that is too frequently overlooked is on separation or divorce.
Tags: SIFA Professional
Posted in Blog
An opportunity to demonstrate your support for clients in vulnerable circumstances
Monday, 25 March 2024We here at SIFA Professional, would like to introduce you to the outstanding work done by the Financial Vulnerability Taskforce (FVT) and how you can now clearly demonstrate your commitment to helping and supporting your clients that find themselves in vulnerable positions.
Tags: SIFA Professional
Posted in associate news
Quality indicators – peer recommendations over review websites
Thursday, 21 March 2024I often feel that I am banging the SRA’s drum for them when it comes to transparency but it’s because I genuinely believe in clarity when it comes to promoting quality professional services.
Tags: SIFA Professional
Posted in Blog
Six steps to help you manage sudden wealth
Wednesday, 20 March 2024For many, the notion of suddenly becoming wealthy is a cherished dream, embodying the freedom to spend without constraint.
Tags: SIFA Professional
Posted in associate news
Why private client solicitors should work with financial planners – and tell their clients
Monday, 26 February 2024Ever since the SRA introduced the transparency rules in 2018, we have encouraged solicitors to not just embrace the regulations and the thinking behind them, but to go far beyond.
Tags: SIFA Professional
Posted in Blog
10 questions to prompt New Year’s resolutions for law firms
Monday, 15 January 2024Consumers seeking advice are not always aware whether their problem is exclusively a legal one or might also need the input of an accountant or, indeed, a financial planner.
Tags: SIFA Professional
Posted in Blog
Blog
Keeping the conversation going beyond Pride Month
As I reflect on all the celebrations of Pride Month 2024, I ask myself why there remains hesitancy amongst LGBTQ+ staff members about when it comes to being open about their identity in the workplace.
Third-party managed accounts: Your key questions answered
The Solicitors Regulation Authority has given strong indications that it is headed towards greater restrictions on law firms when it comes to handling client money.
Understanding vicarious trauma in the legal workplace
Vicarious trauma can happen to anyone who works with clients who have experienced trauma such as domestic or other violence, child abuse, sexual assault, torture or being a refugee.
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