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Essex Financial Adviser launches unique service for UK Solicitors and Accountants
Award winning firm of Financial Advisers - Fiducia Wealth Management have developed a unique on-line collaboration website for professionals such Accountants and Solicitors.
A Resource built with Professionals in mind In order to make a practical contribution to the challenges and benefits of working together with professionals, Fiducia have developed what is, probably, a unique facility - a dedicated Professional Connections Zone (PCZ) on our website http://www.fiduciawealth.co.uk/
• Technical summaries and updates,
• Business development ideas,
• Guides to core planning topics,
• Case studies,
• A complete due diligence document on Fiducia,
• Ideas on how and when we can work with you for the benefit of your clients,
• Dedicated Twitter account @ProfAdviserZone
Simon Bonnett, Head of Wealth Management at Fiducia comments: ‘The PCZ demonstrates our continued commitment to developing and supporting effective professional relationships. Our aim is to ensure our clients receive the best possible care by involving our colleagues in professional fields, such as legal and tax, throughout our clients lifestages.’