As well as the full range of client services we also offer a service specifically tailored for solicitors – our Trust Review Service. Before we move on to look at that however, we would like you to ask you a few questions.
Why do we enter into business relationships with IFAs?
What is the benefit to our practice?
What is the benefit to the IFA?
What is the benefit to our clients?
Is there any structure to how we work with IFAs?
There will always be a significant overlap between the legal and financial professions and as such it is in the interests of our respective clients to have access to the best advice possible from a trusted source. This is where a mutually beneficial partnership between a solicitor and an IFA can bear fruit.
Years of experience tells us that without structure and process, relationships between professionals wither and disappear without trace. At CDG we know how to put in place the structure and processes to prevent this from happening.
Research tells us that clients of IFAs, solicitors and accountants really do want a long term relationship with their professional advisers and not just a “one off” transaction. So, how do we go about achieving this? We are confident we can demonstrate the benefits of working with the team at CDG. Our promise is to build a tangible relationship that will be of lasting benefit to both you and your clients.
If you’d like to find out more about working with us at CDG, please call us on (0115) 9771155 or send us a message using our contact page