Peter Fisher Lawyers prides itself on working closely with financial planners and accountants, especially those with whom clients have an existing relationship. We have found that when we work together with clients’ advisors, all parties are better informed of the detail, and clients can have the peace of mind knowing that their documents are better prepared. Building these partnerships also helps us better meet our goal of serving clients throughout every stage of life’s journey.
We have a process that ensures that financial advisors and accountants are well informed of the progress of their clients’ legal matters. This ensures that their files are more compliant with securities regulations, requiring them to know their client, and address clients’ financial goals more thoroughly.