What to do when accountants step into 'adviser territory'

Clients are likely to source information on the best way to manage their finances from any number of places before speaking to their financial adviser. But what happens if they receive financial guidance from another professional, say their trusted accountant, which is contrary to their adviser's intentions? And what if that accountant is the IFA's professional connection? Conflicting opinions on how best to manage a client's finances can arise around several issues – most commonly tax efficiencies – but can be particularly difficult for an adviser where they rely on an accountant for...