Re Local Informa Meeting (Sept 2016) - Compliance Sections - "Very Good Indeed. This is what the meetings are/should be about...very good. Useful info to help us keep track of responsibilities".
"Thank you for the seminar last week, it has proved really useful already. We may also just issue in our current newsletter format your fabulous content".
"We see SIFA as a key part of our strategy to develop introductions through solicitors over the next few years".
Fraser Wealth Management, Liverpool
"My professional life would have been much more difficult without the presence of SIFA over the years!"
Leodis Wealth LLP, Leeds
"Thank you for a very useful newsletter"
Chesterton House, Loughborough
"I had a fantastic session with Ian Muirhead last week, which proved to be a most informative and warm welcome to SIFA"
Beaufort FP, Fareham
"I was initially concerned about Simply Biz buying SIFA and that you might lose some of the reasons we have always loved your organisation, however, our experience has been nothing but positive, we are really pleased with Simply Biz’s involvement and that all is going well – we feel that we have all the ‘old’ benefits of SIFA – with more attached mainly because they have been true to their word and let you all carry on doing what you do best".
Professional Financial Centre (East Midlands), Derby
"I have to say that I’m extremely pleased with the service and assistance we’re receiving from you guys."
Fensham Howes, West Yorks
“The SIFA/DWF JV kit was an instrumental part of the process. Thank you for developing it”
Starkey Financial Planning, Greenwich
"Please can I order 50 of the booklets that arrived today? They are brilliant - just what I have been waiting for! What would we do without you all at SIFA???"
Tarvos Wealth Management, Canterbury
"I think that's a really good idea"
Andrew Whiteley, Provisio, Letchworth
Shacklocks Solicitors, Mansfield
"I have just left a message on the email enquiry page of the SIFA website to say how useful some of the items have been that you recently sent us as SIFA Pro members".
Warwick Butchart, Cheltenham
"The help you and your team have provided me over the years has been invaluable - many thanks"
BL Financial Planning, Carmarthen
"Thanks for coming today; everyone was very impressed, but I'm sure you're used to that!"
Westminster WM, London
"While SIFA membership does not guarantee new business, it certainly helps. For example, SIFA come to Worthing each year to present to our introducer workshop".
Investment Solutions, Worthing
"The SIFA Risk Analysis for Trusts is really useful - far better than to treat the Trustee Deputy as a professional investor route I have been using".
Forum WM, London
"Thank you for your presentations. We have had excellent feedback. Thank you for all your help and guidance on the Due Diligence paperwork as well"
Kingsfleet WM, Ipswich
"I really enjoyed your presentation and believe SIFA will give us an excellent advantage as we try to build relationships with the lawyer community"