SIFA Professional

SIFA Professional helps financial advisers build valuable relationships with solicitors and legal professionals.

The firms that are listed in the SIFA Professional Directory are independent, impartial and free from the influence of third parties and specialise in professional connections.

Directory of professional financial advisers

SIFA Professional helps independent and impartial financial advisers build valuable relationships with solicitors and legal professionals.

Search the SIFA professional directory to find a financial adviser who’s free from third-party influence and can provide conflict-free advice.

All firms on the directory are authorised and regulated by the Financial Conduct Authority.

You can search for firms by both their business specialism and location.

The benefits of working with a SIFA Professional member

In light of increasing competition, the Solicitors Regulation Authority (SRA) is encouraging solicitors to help their practice stand out from the crowd by:

  • considering their clients’ professional needs, and
  • offering them access to financial advice

The new SRA Standards and Regulations have introduced a code of conduct for firms and with it an expectation for more centralised processes.

This is important to keep in mind when selecting third parties to refer to when legal work highlights the need for complementary financial advice.

You need to be comfortable that the referral is in your client’s best interests.

Members of SIFA Professional use the SIFA Trusted Adviser logo, so you can be sure you're working with fellow professionals.

Financial planning videos

“Problems do not fit into neat compartments, so we are seeing firms taking an increasingly holistic approach to problem solving. And many firms benefit from the expertise and specialism of financial advisors, solicitors, accountants and others.”

Crispin Passmore, SRA director of policy 2017

Sifa professional logo in blue and purple
Sifa professional logo in blue and purple