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Establish a relationship with Sterling & Law
At Sterling & Law, we recognise that financial, legal and tax advice have generally been discrete practices in the UK. Each is conducted by professionals adhering to their own standards and qualifications and answering to their own professional bodies, regulators and codes of conduct.
However, like other market sectors, these advice professions are facing growing pressures to build greater commercial resilience – to diversify and expand their business proposition, to create greater choice and compete on cost with larger, commodified suppliers.
Our clear wealth management proposition stands us in good stead with firms looking to work with like-minded professionals to diversify and expand their business.
Our research at Sterling & Law suggests that the vast majority of solicitors and accountants source financial advisers and wealth planners through personal or professional recommendation and favour firms with a strong local profile and reputation.
When evaluating advisers, these professions place strong emphasis on qualifications, years of experience and a good cultural and personal fit.
Most importantly, they look for firms with a clear, client-focused wealth management proposition.