In common with us in the financial sector, solicitors and accountants are obliged to adhere to a certain set of industry standards and qualifications within their field. They are subject to codes of conduct and are answerable to professional bodies and regulators and we therefore understand and respect each other’s working constraints and methods.
Additionally, the nature of our work often presents overlaps. The clients we work with as independent financial advisers may need to harness the knowledge and guidance of a law firm – perhaps to deal with matters involving estates, trusts and wills. Working with business owners, accountancy advice can outline the options available to a client and we can tie in the implications to their personal financial plans.