SIFA Kent and Facts & Figures: Chartered Financial Planners

Solicitors' Independent Financial Advice

Facts & Figures has always worked closely with fellow professionals to provide comprehensive services to clients. To take those working relationships to the "next level" and to develop new ones, Facts & Figures has joined SIFA.

SIFA membership eligibility is based on professional status, which in the case of financial advisers means qualifying to be classified as independent in the terms of the FSA’s Retail Distribution Review, high level professional qualifications and a fee based client proposition.

The Legal Services Act of 2007 ushers in a new era of professional advice in which the dividing lines between the legal, accounting and financial planning disciplines will be broken down and reconfigured business entities will emerge which are focused on identified client needs.

SIFA’s objective is to support and assist interaction between solicitors, accountants and financial advisers in whatever form this may take. Facts & Figures joined SIFA to assist them in promoting that goal.