Five key steps to building your financial adviser service

A practical playbook for accountancy firms that want to bring regulated financial advice into the client relationship — without becoming financial advisers themselves. Written for partners and client managers, ready to use with your team.

• The "financial adviser colleague" model, explained
• How to segment your clients and build a first shortlist
• The exact questions your team can ask — and the words to use
• Where to embed the conversation in your existing processes
• A service map, implementation workflow and a 30-day plan