Re Local Informa Meetings - Compliance sections - "Always a helpful insight to current FCA thinking......useful to understand the rules around NMPI's - reinforces why we avoid!".

Andy Smith
The Goodman Partnership

Re Local Informa Meetings - Compliance sections - "Excellent and informative....Excellent review of independence and use of NMPI's".

Annette Hayes
Forbes Solicitors

"Thank you so much for your help in presenting so professionally to our introducers. The content of your presentation was thought provoking and I am confident that it will assist us, not only in cementing existing relationship, but also in opening doors and dealing with many of the issues solicitors and accountants are facing with regard to financial advice to their clients”

Leigh Clayden
Clayden Financial Planning

"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".

Ian Wilson
Forum WM, London

"I think that's a really good idea"

Andrew Whiteley, Provisio, Letchworth
Shacklocks Solicitors, Mansfield

"I think this is a very helpful document indeed"

Simon Webster, Facts & Figures, Ashford
Shacklocks Solicitors, Mansfield

"I think this is an excellent idea"

Steven Hall, Chartered WM, Bury
Shacklocks Solicitors, Mansfield

"I have to say that I’m extremely pleased with the service and assistance we’re receiving from you guys."

Giles Pidcock
Fensham Howes, West Yorks

"Thank you for a very useful newsletter"

David Jones
Chesterton House, Loughborough

"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".

David Burren
Warwick Butchart, Cheltenham

“The SIFA/DWF JV kit was an instrumental part of the process. Thank you for developing it”

Ian Starkey
Starkey Financial Planning, Greenwich

"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".

Ivan Lyons
Investment Solutions, Worthing

"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".

Richard Shanks
Professional Financial Centre (East Midlands), Derby

"The help you and your team have provided me over the years has been invaluable - many thanks"

Glyn Thomas
BL Financial Planning, Carmarthen

"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".

Mark Cardy
Skerritts, Hove

"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"

Colin Low
Kingsfleet WM, Ipswich

"I had a fantastic session with Ian Muirhead last week, which proved to be a most informative and warm welcome to SIFA"

Mark Cooper
Beaufort FP, Fareham

"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???"

Ruth Dolan
Tarvos Wealth Management, Canterbury

"I really enjoyed your presentation and believe SIFA will give us an excellent advantage as we try to build relationships with the lawyer community"

Sean Walsh
Ergowealh, Marlow

"Congratulations on hosting an excellent event today. Initial feedback from our attendees was good - especially SIFA's slot, which I also thought was excellent. We are pleased to be involved with SIFA's latest initiative and feel this be of great benefit to us and our introducers in the future."

Neil Whitaker
The Goodman Partnership, Tunbridge Wells

"Thanks for coming today; everyone was very impressed, but I'm sure you're used to that!"

Malcolm Campbell
Westminster WM, London

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".

Richard Eastwood
Pearsons Solicitors

"My professional life would have been much more difficult without the presence of SIFA over the years!"

John Eaton
Leodis Wealth LLP, Leeds

"Many thanks for yesterday, it (your presentation) was a resounding success for us".

Kevin Ferriby
Informed Financial Planning, Hull

"We see SIFA as a key part of our strategy to develop introductions through solicitors over the next few years".

Iain Mackie
Fraser Wealth Management, Liverpool

Events

Informa Meetings - Q1 2019

You can now book for the next round of member meetings. We are continuing with the new format for these events, plus adding further content to the afternoon session for our SIFA Professional members. 10 different venues across the country starting in London on February 7th through to Fareham on March 7th.

We hope you can take the time to join us for these compliance updates and technical workshops and whilst we appreciate that some venues require some to travel more than others, we hope you think the time out of the office is time well spent. Please see the link below for booking and the schedule of speakers for each respective day.

Q1 2019 - Informa Meetings - BOOK HERE

To view the full programme schedule - CLICK HERE

SIFA Conference 2018 – 7th & 8th June

Thank you to everyone that took time out of their busy schedules to attend our conference this year. Please take a look at our new Conference Video that includes 'on the spot' comments and feedback with some SIFA Member attendees at the event.

^{New Model Business Academy}

^{Our not-for-profit training and development division - the New Model Business Academy - also offers SIFA Members many opportunities for development.}

^{Best Practice meetings: Whether your interest is in meeting and networking with like-minded adviser principals, identifying ideas of best practice or developing solutions from challenges, NMBA facilitate meetings bring business people together, resulting in exchanges of ideas and a great way to bring fresh perspective to business}
^{Evolving Business Model: There is a range of workshops/seminars where delegates can take advantage of face-to-face support from industry experts}