About Dave
Dave has spent over 35 years in the financial services industry but for last 16 he has specialised in the overlap between financial and legal.
For 13 years from 2008 to 2021, the final 2 as MD, he was a Director of SIFA Professional. A respected organisation that assists quality financial planning firms build complaint and mutually beneficial relationships with law firms.
Since 2021, when Dave retired from fulltime work, he has offered consultancy via Seager Media.
Dave specialises in writing articles for solicitors, but from the perspective of the financial planner keen to collaborate with lawyers.
Modern day clients deserve joined up professional advice and Dave is recognised, having built up longstanding connections with the SRA and Law Society, as an expert in how relationships between solicitors and financial planners should operate from a best practice and a compliance perspective.
Dave’s articles will be relevant to open-minded solicitors and COLPs, who recognise that so often their legal clients require complementary financial advice.