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Rethinking the Accountant / IFA relationship

Stuart Carswell, director and partnership lead at Pareto Financial Planning discusses how the Accountant - IFA relationship is changing

Accountancy firms have, for some time, relied on in-house financial planners to provide advice and services to their clients. This practice is not unusual, with both boutique and established firms embracing it – not least because of the seamless nature of several financial services operating under the same roof and sharing the same clients.

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