Independent  

Financial planner in joint venture with lawyers

Richard Swaine, director of Quality Solicitors Lockings, said: "We have worked with Informed Financial Planning for almost five years and are delighted to be formally entering into a joint venture alongside them.

"It is important to us that IFP is a chartered financial planning firm, has STEP qualifications and is a member of Sifa. This demonstrates their strong commitment to qualifications and ethics in their field.

"IFP shares our own core values of transparency and friendly, personable client care. Our experience of their work has only brought positive feedback and complemented the legal services QualitySolicitors Lockings provide. We see the joint venture as a further opportunity to expand on this together and provide a wider, improved service to our clients as a result."

Mr Ferriby added: "The main reason we joined SIFA back in 2009 was to help us establish relationships with firms of solicitors. Our relationship with them has proved to be very successful and we would welcome any improvements to the service we are offered by them.

"In my view, Sifa is uniquely placed to assist legal and financial advisers in working together successfully."

simoney.kyriakou@ft.com