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Good communication between advisers is vital for clients’ best interests
KEY POINTS
- Tax legal and financial advice are three corners of effective holistic advice.
- Ensure that the adviser’s interests do not unduly influence decision making.
- The importance of the early sharing of relevant information.
- Do not overlook small but important details.
- Trust between professional advisers is vital.
I often take the opportunity to network with fellow professionals perhaps at informal coffee mornings more formal dinners or even the occasional friendly social evening. The nature of our profession tends to attract (or draw us toward?) two particular types of professional above all others: the solicitor and the financial adviser.
Over numerous conversations whether fortified by caffeine or somewhat more potent liquid conversational enhancers we have reached a general consensus that for a wealthy client there...
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