Solicitors & Accountants / Professional connections

Why Solicitors and Accountants Refer Their Clients to Freedom Financial Planning

As a solicitor or accountant, when you introduce one of your clients to an IFA or financial planner your credibility is on the line. However, when the financial adviser solves your clients problem it can greatly enhance your relationship.

Freedom financial videosIn this video a solicitor and an accountant talk about their experiences of referring clients to Freedom Financial Planning. If you have clients based in the Manchester or North Derbyshire area we would love to have a chat.

 

Technical Workshops for Solicitors and Accountants

As part of our support to professional introducers, Freedom Financial Planning regularly hosts technical workshops addressing the personal financial implications of subjects such as selling a business, death and divorce. If you would like to be invited to the next event or would like us to run an event at your firm, please contact us on 01663 747000.

Feedback from our Workshops:

“An excellent opportunity to brainstorm with other professionals – not an opportunity you get very often.”
Justine Clowes

“As a corporate solicitor its very useful to see financial planning in action and being able to ensure we look to maximise the best opportunities for clients across a range of specialisms.”
Lorna Bennett

“Really enjoyed the session, it’s much nicer to work together in this way rather than sit at a seminar to be talked at for 3 hours.”
Karen Witter

“Very useful and informative workshop. Definitely picked up some pointers that will apply to my own practice and clients.”
Kirsty Morbey