Cocoon Wealth has struck a strategic partnership with SIFA, following which it becomes committed to support SIFA and its professional advisers.
With the signing of this partnership, Cocoon seeks to participate proactively across SIFA’s 2014/2015 schedule offering investment solutions and contributing fully towards the training and education agenda.
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The 1992-established SIFA aims to offer quality compliance services and relevant business support to impartial financial advisers, and support advisers looking to work with solicitors and accountants.
The SIFA board includes a former solicitor, a former director of the Law Society, a former Head of Financial Services Compliance at the Law Society, and a former National Account Director.
The Board focuses on developing the SIFA offering, and see that its member firms have access to the support and resources needed to offer good financial advice.
Moreover, SIFA also offers additional support for advisers for enhancing their professional connections.
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