Personal Partnerships
For some time Accountants and Solicitors have not been allowed to offer financial advice through their professional bodies*. The choice is to refer such work to suitably qualified Financial Advisers or to become financial advisers themselves.
Some have chosen to avoid all forms of financial advice but this is not the best solution for their clients or, indeed, for the Accountants and Solicitors who could face future professional negligence claims.
Glamorgan Financial currently work with a number of different Solicitor and Accountancy practises.
* The Financial Services and Markets Act (2000) which became law in December 2001.