Sentences with phrase «experience as a financial adviser»

Not exact matches

She vetoed the now Foreign Secretary's job as a special adviser to the Treasury because he had no «financial and economic experience» at the age of 21.

The account can in some cases be managed by a third party such as a financial adviser who has knowledge and experience in investments.

Brett Wilder «is a Certified Financial Planner ® with over forty years of professional experience as a personal and business financialFinancial Planner ® with over forty years of professional experience as a personal and business financialfinancial adviser.

Drawing on his own varied experience as an economist, financial adviser, and successful investor, Malkiel shows why, despite recent advice to the country from so - called experts in the wake of the financial crisis, an individual who buys over time and holds a low - cost internationally diversified index of securities is still likely to exceed the performance of portfolio carefully picked by professionals using sophisticated analytical techniques.

At LV = we're proud of the quality of service our financial advisers provide based on their high level of qualifications as well as up to date knowledge and experience.

She ditched a successful career as a financial adviser in favour of a life including experiences like feeding flamingos in Aruba (pictured)

Key figures include Richard Stockdale, who has more than 30 years of experience handling claims against solicitors, surveyors and architects, as well as claims concerning the financial services and construction sectors; Alistair Kennedy, who regularly handles claims against financial advisers; and James Staton.

The pool of competent experts in financial sector litigation is surprisingly small and law firms looking for expert witnesses or advisers face a number of challenges: • Identifying the right expert in a specialised discipline • Developing a short list of suitable candidates on a discreet basis • Avoiding individual experts «shoe - horning» themselves into roles for which they are not properly equipped • Assessing individuals» strengths and weaknesses and prior track records Our experience - as experts ourselves and from working with our associates over an extended period - normally enables us to propose one or more candidates whom we consider the best equipped to address specific issues on which expert evidence is required.

We have a particular interest as a firm in this sector, and our experienced banking team, led by Avril McCammon and Julie Huddleston, were able to work alongside Bank of Ireland, the advisers acting for the company, and the Business Growth Fund, to reach financial close in a timely manner.

It is quite common for financial sales consultants with successful employment experience to launch their own businesses as independent financial advisers (IFAs).

Mr. Viola's examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue - sky laws.