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Derby’s Professional Financial Centre provides due diligence advice to companies seeking to add Independent Financial Advisers to their list of trusted suppliers. The Solicitors Regulation Authority has recently allowed Solicitors to refer their clients to any Financial Adviser they see fit and this could include organisations including any of the Banks, along with other ‘tied’ advisers. The SRA’s policy change means that clients would not necessarily receive advice in their best interests and it is of particular concern following the recent case of Mr A J Field, a solicitor struck off for dealing with a financial adviser who was not independent. Professional Financial Centre is a truly Independent Financial Adviser firm specialising in providing financial planning for high net worth clients, including business owners, pension scheme trustees and charities with complex circumstances. The company’s advice includes guidance on taxation, inheritance tax, estate and trust planning, pensions and most forms of ‘safe’ investments. Listed with the Derby and District Law Society and the only Derby Independent Financial Adviser to be listed on the Supporting Impartial Financial Advisers (SIFA) Directory, which is endorsed by the Law Society, the company is striving to provide local professionals with the information needed to undertake due diligence in their sourcing of high quality Independent Financial Advisers. Professional Financial Centre’s Richard Shanks commented on his company’s endeavour: “We are recommending that professionals, including Solicitors, undertake some due diligence before selecting a reputable Derby Independent Financial Adviser. This includes checking whether or not they are listed with the Derby and District Law Society and also whether or not they are listed on the SIFA Directory of Financial Advisers”. Mr Shanks added: “Since January 2013, all financial advisers are required to decide whether they will provide restricted or independent financial advice, so by undertaking these few steps, sourcing a reputable and truly Independent Financial Adviser who will put their client’s interests before their own is imperative”. In addition, Professional Financial Centre also recommends the sourcing of Nottingham and Derby Independent Financial Advisers that have acquired “Chartered Status’ from the Chartered Insurance Institute, a status that assures that the highest levels of ethics, professional commitment and service quality are delivered and adhered to. Individuals and companies seeking more information on due diligence in relation to selecting Independent Financial Advisers in Derby and Nottingham are encouraged to contact Professional Financial Centre for more information and guidance. ### Contact Professional Financial Centre Wesley House St. Michael’s Lane Derby DE1 3DW Tel: 01332 346258 Email: info@pfcem.co.uk Web: Dwww.pfcem.co.uk
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