Welcome to the Plug and Play IFA website

If you are a solicitor or accountant you must be thinking about how to get into the financial services market... a business with huge barriers to entry, high profitability and protected by a tough regulator.

We specialise in providing financial services for solicitors and financial services for accountants. We’ve being doing this for over four years so you know we know what we are doing. And because we are Chartered and run by a Chartered Accountant, (probably unique) you can be sure that our ethics match yours.

Our ideas are tried and tested and highly profitable - and we'll gladly share them with you if you let us know who you are. We promise not to pester you and we certainly won't pass your details to anyone else.

 

John Kelly FCA - Managing Partner
Square One Financial Planning LLP
Chartered Financial Planners

 

"Since setting up our financial services offering we have been very pleased at the amount of income which has been generated. Our clients have been enthusiastic about the offering and the increased dialogue with them has lead to other fee earning opportunities. Even where we have made referrals to other IFA firms in the past, clients have preferred to bring their affairs under our advice providing us with extra trail income with no cost or time involvement. I recommend this to any accountancy firm looking to improve profits and capital value."

Paul Taylor, The Kings Mill Partnership

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