Relatiionship with IFA | AccountingWEB

Relatiionship with IFA

I have a couple of clients who would clearly benefit from Investment Advice from an IFA. I have some experience of one local firm (who act for another client of mine) and had in mind approaching them with a view to forming a relationship. Is it reasonable and/or normal practice to ask for a referral or split commission? If so what sort of amounts/percentages have others achieved? Is it worth shopping around, both to get the best deal for me and to make a preliminary assessment of capabilities for my clients? 

Any other experiences of managing such a relationship would be greatly appreciated.




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What sort of relationship are

dreamcatcher |
dreamcatcher's picture


Fidodido |

Pole & Barge come to mind

Paul Scholes |
Paul Scholes's picture

In my experience it's not

bernard michael |

I just expect referrals back

Ken Howard |

Thanks all

agburton |