Joined-up Advice and Support

Relationships with Solicitors, Accountants and Professional Advisers are very important to us, they help us deliver the comprehensive, “joined-up” independent financial advice your clients need at the various stages of their lives.

The interaction of a client’s professional adviser, provides clients with huge benefits, including serving clients who desire long-term support and advice from a financial planning professional.

Assisting solicitors and accountants with the due diligence they need to meet their regulatory requirements, ensuring the independent financial adviser is the right one for the practice and their clients.

We help many solicitors, accountants and professional adviser practices equip themselves with the knowledge they need to provide their clients with sound advice, by providing Law Society approved Continuing Professional Development (CPD), on subjects they feel will assist them with their clients’ interests.

Strategic Vision Wealth Management are listed on the Law Society approved SIFA Independent Financial Adviser Directory.