Traditionally IFAs and accountants have worked separately to try and achieve the same client outcome. However, with client expectations for an increasingly holistic approach to professional advice, clear synergies and alliances should be explored.
Our business model is based on introduced work through formal introducer agreements with accountants, lawyers and general insurance practices. The majority of new business is referred to Pareto this way, demonstrating the level of trust partners place in us.
We are proud to have developed long-term relationships with industry-leading professional practices across the North West. As their trusted IFA partner, we tailor our solutions to meet their unique requirements and changing client needs.
Read the full article on IFA-Accountant relationships below: