What is SIFA?
SIFA was established in 1992 to encourage and support involvement by solicitors in financial services work. SIFA was a founder member of the Law Society’s Financial and Investment Business Working Party and is recognised by the Financial Conduct Authority. The Legal Services Act of 2007 has prompted a further extension of SIFA membership and eligibility is now based on professional status which, in the case of financial advisers, means qualifying to be classified as independent in the terms of the FSA’s Retail Distribution Review.
The Act ushered in a new era of professional advice in which the dividing lines between the legal, accounting and financial planning disciplines are broken down and reconfigured business entities have emerged which are focused on identified client needs. SIFA’s revised objective, is to support and assist interaction between solicitors, accountants and financial advisers in whatever form
this may take. If you are a legal services professional seeking financial advice and planning services on behalf of one of your clients, you need to refer to a truly independent financial adviser and, ideally, a recognised Chartered Financial Planner, like Paul Clifford from Clifford Osborne Limited.
“We wanted to release equity from our house. Paul provided fair and objective advice, helped us choose the right package and lender for our needs, and being independent, had no vested interest in promoting a particular company or product. He thoroughly took into account all of our requirements and explained clearly the entire process and the implications of equity release. We were extremely happy with all the counselling and advice provided by Paul and could not think of anything that he could have done better.”
Please do not hesitate to contact us for more information on our services and how we can work together to ensure you remain fully compliant within the SIFA framework of the Solicitors Regulatory Authority. You can learn more about our team and read VouchedFor reviews from clients who think we think we are the best financial advisors in the area.
You can find Clifford Osborne Limited on the official SIFA directory or browse our range of financial services.
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