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ScotEq helps IFAs build professional connections

Scottish Equitable is offering a pack designed to IFAs get business referrals from accountants and solicitors after N2 on December 1.

Professionals in the accountancy and legal sectors will either have to become directly regulated by the FSA to provide investment services to clients or look at alternative ways of providing this advice, including referring business to IFAs.

With nearly 13,000 professionals affected, ScotEq is highlighting the opportunities for IFAs to develop relationships with the aim of winning lucrative high-net-worth business.

The pack contains a selection of marketing tools including a mailer to send to professionals to generate interest in the adviser&#39s service, a guide on how to carry out a direct mailing campaign, a sample letter which can be adapted to approach prospects and a presentation for IFAs to give to solicitors and accountants.

Head of specialist marketing Louise Watt says: “N2 provides IFAs with a valuable opportunity to expand their client base. The marketing pack will assist IFAs in targeting professional connections, giving access to high-net-worth individuals for whom IFAs can really add value.”


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Tom Baigrie

Lives: Wandsworth, South London.Born: 1961, South Africa.Education: Bishops School, South Africa.Career: Two years in the South African army from 1979. Came to the UK in 1981 and joined financial adviser Merchant Investors, where he met current business partner Arthur Davis. Started his own financial advice business, Baigrie Associates, in 1984 before joining forces with Davis […]

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