Intermediary Solicitors We Work With | Chartered Wealth

Manchester: 0161 826 4224 | London: 0207 099 4224

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We Partner With

Lawyers

We’re passionate about providing exceptional service to all our clients, which is why we welcome the opportunity to work in collaboration with like-minded lawyers who, like us, place their clients first.

Conflict-free financial advice for your clients

 

The Law Society has warned that “solicitors could get tangled up in misselling scandals if they advise clients to use financial advisers who may benefit from selling particular products”. Therefore, what better way of proving due diligence than by selecting an adviser from the Law Society endorsed SIFA Directory?

Chartered Wealth Management is listed in the SIFA Directory, which is a list of firms that are free from the influence of third parties and specialise in professional connections.

 

The SIFA Directory, which is endorsed by the Law Society, is designed to assist law firms to identify for the purposes of client referrals, joint ventures and ABS, firms of financial advisers which are free from the influence of third parties and are able to complement and enhance solicitors’ client offering.

Chartered Wealth Management is able to provide technical assistance and presentations on financial services topics, which may have an impact on your legal work. Additionally, we are able to provide free copies of the following 2017 publications:

 

• Financial Solutions for Estate Planning
• Financial Planning for Matrimonial Clients
• Trust Invest

 

Each of these books will appeal to the legal profession and can provide valuable assistance when considering the benefits of providing collaborative and joint advice.

 

Upon request, we can provide a due diligence document that explains more about both us as a business and the services we provide.

DAVID SEAGER – SIFA LIMITED

When I met with the Directors of Chartered Wealth, I was struck by their professionalism and their ambition to be the absolute best that they could be in the eyes of their clients and their professional introducers.

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