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Solicitors and accountants aren't allowed to give their clients financial advice. So they may well be looking to refer clients on to an external financial adviser who can give them the advice they need. And that external adviser could be you.

We've got lots of information on how to develop these professional connects. Read our professional connections to find out more about how we can help.

Download our toolkit

This part of the toolkit contains information on:

  • Sample agreements
  • Business development
  • Toolkit PDFs

Resources (PDF)