|
We created the professional forum initiative in order to maximise opportunites for collaboration with accountants, solicitors and other professionals.
Because our advice often overlaps with legal and tax advice we feel it is essential to develop close relationships with our clients' other advisers. The forum is targeted at a wide range of firms who themselves see the benefit of their clients receiving integrated financial planning advice.
Through the forum we are able to work closely with interested parties, co-ordinating joint marketing initiatives and offering technical support, on a range of relevant subject matters.
Forum members receive regular bulletins covering topical issues across our areas of business. We can also offer workshops and seminars to outline market developments and provide updates on technical matters. These co-ordinated efforts are intended to extend the knowledge of accountants and solicitors in practice.
Importantly for our forum members, Blacktower accepts full responsibility for compliance matters in relation to FSA regulated advice and products offered to clients introduced to us.
We hope to continue forging close relationships under the forum umbrella so that we, our partners and clients, can benefit from a more holistic approach.
|
