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CBAM and SIFA agree partnership

Both firms believe they will be able to complement each other with the services they provide

10 December 2014

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Both firms believe they will be able to complement each other with the services they provide

Close Brothers Asset Management (CBAM) and Supporting Impartial Financial Advice (SIFA) have announced they intend to enter in a partnership.

The partnership has been prompted by the desire to make CBAM's funds and full discretionary management services available to SIFA members.

CBAM is a banking group which provides lending deposit taking and wealth management services, and SIFA seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services.

Darren Saddler, director of intermediary sales at CBAM, commented: "This partnership marks another step in the growth and development of our discretionary management services for financial advisers. We look forward to working with SIFA's members and tailoring our service to meet the evolving and diverse need of their clients.

"Partnering with SIFA was an easy decision, given the values we share. Like SIFA, we pride ourselves on providing first class service and support to IFAs across the country. We are excited about the prospect of a long and successful relationship with SIFA and its members.

Dave Seager, development director at SIFA, added: "We are delighted that Close Brothers are keen to work with the SIFA membership and see it as a partnership with great potential, bring[ing] established expertise across retail funds and portfolio management.

"In addition we felt their long established close inheritance tax Service and expertise in AIM investment would appeal to our firms active in the estate planning market. The fact that this expertise is available in an ISA wrapper is an additional bonus."

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