Teamwork between an IFA and an accountant is bound to help their clients
I have many years of experience of working alongside accountants to the benefit of my clients. Accountants are well placed to understand the tax position of their clients, but they are not qualified or authorised to give financial advice. Many of my clients have been introduced to me by accountants who want their clients to get good advice, often to solve a tax problem. I deal with firms in Merthyr Tydfil, Bridgend, Swansea, Llanelli, Gorseinon, Carmarthen and Llandovery.