Testimonials

All testimonials are unprompted.

Kevin Ferriby

"Many thanks for yesterday, it (your presentation) was a resounding success for us".

Kevin Ferriby
Informed Financial Planning, Hull

Glyn Thomas

"The help you and your team have provided me over the years has been invaluable - many thanks"

Glyn Thomas
BL Financial Planning, Carmarthen

Richard Shanks

"I was initially concerned about Simply Biz buying SIFA and that you might lose some of the reasons we have always loved your organisation, however, our experience has been nothing but positive, we are really pleased with Simply Biz’s involvement and that all is going well – we feel that we have all the ‘old’ benefits of SIFA – with more attached mainly because they have been true to their word and let you all carry on doing what you do best".

Richard Shanks
Professional Financial Centre (East Midlands), Derby

Mark Cardy

"Thank you for the seminar last week, it has proved really useful already. We may also just issue in our current newsletter format your fabulous content".

Mark Cardy
Skerritts, Hove

Mark Cooper

"I had a fantastic session with Ian Muirhead last week, which proved to be a most informative and warm welcome to SIFA"

Mark Cooper
Beaufort FP, Fareham

Leigh Clayden

"Thank you so much for your help in presenting so professionally to our introducers. The content of your presentation was thought provoking and I am confident that it will assist us, not only in cementing existing relationship, but also in opening doors and dealing with many of the issues solicitors and accountants are facing with regard to financial advice to their clients”

Leigh Clayden
Clayden Financial Planning

Neil Whitaker

"Congratulations on hosting an excellent event today. Initial feedback from our attendees was good - especially SIFA's slot, which I also thought was excellent. We are pleased to be involved with SIFA's latest initiative and feel this be of great benefit to us and our introducers in the future."

Neil Whitaker
The Goodman Partnership, Tunbridge Wells

Giles Pidcock

"I have to say that I’m extremely pleased with the service and assistance we’re receiving from you guys."

Giles Pidcock
Fensham Howes, West Yorks

Malcolm Cambell

"Thanks for coming today; everyone was very impressed, but I'm sure you're used to that!"

Malcolm Campbell
Westminster WM, London

Ivan Lyons

"While SIFA membership does not guarantee new business, it certainly helps. For example, SIFA come to Worthing each year to present to our introducer workshop".

Ivan Lyons
Investment Solutions, Worthing

Colin Low

"Thank you for your presentations. We have had excellent feedback. Thank you for all your help and guidance on the Due Diligence paperwork as well"

Colin Low
Kingsfleet WM, Ipswich

Andy Smith

Re Local Informa Meetings - Compliance sections - "Always a helpful insight to current FCA thinking......useful to understand the rules around NMPI's - reinforces why we avoid!".

Andy Smith
The Goodman Partnership

David Jones

"Thank you for a very useful newsletter"

David Jones
Chesterton House, Loughborough

Re SIFA's solicitor marketing agreement

"I think that's a really good idea"

Andrew Whiteley, Provisio, Letchworth
Shacklocks Solicitors, Mansfield

"I think this is a very helpful document indeed"

Simon Webster, Facts & Figures, Ashford
Shacklocks Solicitors, Mansfield

 

"I think this is an excellent idea"

Steven Hall, Chartered WM, Bury
Shacklocks Solicitors, Mansfield

Ian Starkey

“The SIFA/DWF JV kit was an instrumental part of the process. Thank you for developing it”

Ian Starkey
Starkey Financial Planning, Greenwich

Annette Hayes

Re Local Informa Meetings - Compliance sections - "Excellent and informative....Excellent review of independence and use of NMPI's".

Annette Hayes
Forbes Solicitors

John Eaton

"My professional life would have been much more difficult without the presence of SIFA over the years!"

John Eaton
Leodis Wealth LLP, Leeds

Ian Wilson

"The SIFA Risk Analysis for Trusts is really useful - far better than to treat the Trustee Deputy as a professional investor route I have been using".

Ian Wilson
Forum WM, London

Iain Mackie

"We see SIFA as a key part of our strategy to develop introductions through solicitors over the next few years".

Iain Mackie
Fraser Wealth Management, Liverpool

Richard Eastwood

Re Local Informa Meeting (Sept 2016) - Compliance Sections - "Very Good Indeed. This is what the meetings are/should be about...very good. Useful info to help us keep track of responsibilities".

Richard Eastwood
Pearsons Solicitors

Ruth Dolan

"Please can I order 50 of the booklets that arrived today? They are brilliant - just  what I have been waiting for! What would we do without you all at SIFA???"

Ruth Dolan
Tarvos Wealth Management, Canterbury

David Burren

"I have just left a message on the email enquiry page of the SIFA website to say how useful some of the items have been that you recently sent us as SIFA Pro members".

David Burren
Warwick Butchart, Cheltenham

Sean Walsh

"I really enjoyed your presentation and believe SIFA will give us an excellent advantage as we try to build relationships with the lawyer community"

Sean Walsh
Ergowealh, Marlow