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Provenio venture aims to link IFAs with accountants

IFA Provenio Financial Planning is teaming up with accountancy services pro-vider Swat to launch Swat Financial Planning, an appointed representative partnership aimed at providing IFA services to accountants.

The joint venture is designed to provide Swat&#39s 150 member firms with access to an in-house IFA but without the compliance responsibilities.

Bristol-based Provenio specialises in working alongside professional introducers and has six RIs. It hopes to expand to 12 with the increase in business developed by the venture.

All business will initially be dealt with through Provenia but the firm is looking to expand its services nationwide, starting with links to IFAs in the North.

Swat already offers training, compliance, marketing and other services to accountancy firms across the UK.

Provenio managing director David Robinson says: “Our team has been trained to work with our introducers and to integrate our services seamlessly with theirs.

“We are already finding new relationships that are producing a steady stream of interesting and challenging clients.”


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