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Episode 11 (Solicitor special) – The due diligence solicitors must undertake when referring clients

In this episode of In the know

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.

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Episode 11 (Solicitor special) – The due diligence solicitors must undertake when referring clients

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