Tag Archives: IFAs

How can IFAs use legal services to build stronger relationships with their clients?

Trusts, Wills and Lasting Powers of Attorney (LPAs) provide important additions to many financial products and services. However, it is often a challenge for financial advisers to provide these and other documents to a high standard, whilst maintaining control of their client relationships and protecting their reputation Now, through Epoq IFAs can provide their clients […]