Sentences with phrase «experienced financial adviser»

ILITs have pros and cons, so always be to to discuss the establishment of a trust with an estate lawyer or experienced financial adviser.

Fill out the form to the left to have our experienced financial adviser help with your investments and planning, or call him to speak directly at 801-320-2614.

You should consider consulting a qualified independent credit counselor or other experienced financial adviser regarding the rate, fees, and provisions of this mortgage loan before you proceed.

Not exact matches

The founder will potentially add 20 - 30 percent to the value of the exit if they have a strong team of advisers at the earliest possible stage — an experienced and professional team of business intermediaries / brokers, legal, financial strategists and tax planners who can expertly structure the business to accomplish the seller's goals, inclusive of lifestyle, philanthropy and legacy.

«Like a surgeon who is not properly trained and prone to make mistakes, your financial adviser may simply not have the training, knowledge, or experience to deliver sound advice to you.»

Davidson recommends looking for an adviser with at least 10 years of experience in financial planning and who has a CFP (certified financial planner) designation, which is considered the «gold standard» for financial planning.

And one major financial services institution told customers that it was making a major shift in focus from being a financial retailer to a financial adviser, but, a year later, research showed that the customer experience with the company had not changed.

In an internal email to AMP - aligned financial advisers Mr Wilkins acknowledged the board upheaval had been a «distressing experience for many of the advice practices which are licensed with AMP».

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.

If you decide that you want the help of a financial adviser, sit down for an interview with him or her first, both to gauge how much experience he or she has with retirement issues and to assess your own comfort level with the person.

In my experience, relatively few financial advisers have made this leap.

A financial adviser is just that — someone whose professional experience can help you reach your financial goals.

APViewpoint enables investment advisers, registered reps, and financial planners to learn from each other by sharing their experiences and knowledge on a wide range of topics of interest to the profession.

From personal experience, there are some great financial advisers out there, ones that are not only looking at what's in your portfolio but the real big picture.

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.

These calculations are complex and may be better performed by a financial adviser experienced in tax planning.

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.

Details about an adviser's experience is also available on ASIC's financial advisers register.

See questions to ask a financial adviser for talking points you can use to check an adviser's qualifications and experience.

You should check if the adviser has the right qualifications and experience to help you achieve your financial goals.

Robo - advisors like Betterment, Wealthfront, and Sig Fig are hired to do high - frequency trading for individuals who do not have the financial experience to do it themselves, or the funds to hire a financial investment adviser.

Research shows that the costs to broker - dealers to implement a fiduciary standard would be minimal, and that broker - dealers and investment advisers who provide financial services under a fiduciary standard experience stronger asset and revenue growth than those under a suitability standard.

This is an area where I would definitely recommend you consult a tax accountant or financial adviser with a lot of tax experience.

If you're thinking of seeing a financial adviser, look for a qualified and licensed professional that has the appropriate experience to help you, and only deal with someone you feel comfortable with.

A financial adviser should also be appropriately qualified, working under an Australian Financial Services Licence (AFSL) and have experience in the areas you want hfinancial adviser should also be appropriately qualified, working under an Australian Financial Services Licence (AFSL) and have experience in the areas you want hFinancial Services Licence (AFSL) and have experience in the areas you want help with.

Bingley had «one bad experience after another with a string of financial advisers,» so when she read about the Couch Potato portfolio in MoneySense, it appealed to her.

It's important to find an adviser who is appropriately qualified, working under an Australian Financial Services Licence (AFSL) and has experience in the areas you want help with.

My experience is that a lot of people have financial advisers, not a lot of people have a relationship that is good enough to lead to a referral.

I recently wrote about my experience with a new financial adviser (who had to be re-named due to an unfortunate resemblance to another adviser).

When seeking help from a professional, it is important to consider your financial goals and ensure you find an adviser with a portfolio and experience that matches these.

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)

Richard Portlock heads the practice, and has notable experience handling cases involving solicitors, property professionals, insurance brokers and financial and pension industry advisers; his client base includes a mix of insurers, corporate companies, trustees and individuals.

In our experience it is always advisable to have the lawyers and financial advisers on board simultaneously so that a legally viable structure could be achieved at the very outset.

He has substantial experience in professional liability work, including in particular claims involving solicitors, accountants, auditors and tax advisers, financial services professionals and surveyors and valuers.

He acts for both claimants and defendants, with recent experience handling actions against financial advisers and solicitor firms.

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.

He also has particular experience in statutory / regulatory compliance and financial markets regulation, including advising on the Financial Markets Conduct Act, financial advisers regime, personal property securities, Credit Contract and Consumer Finance Act and anti-money lafinancial markets regulation, including advising on the Financial Markets Conduct Act, financial advisers regime, personal property securities, Credit Contract and Consumer Finance Act and anti-money laFinancial Markets Conduct Act, financial advisers regime, personal property securities, Credit Contract and Consumer Finance Act and anti-money lafinancial advisers regime, personal property securities, Credit Contract and Consumer Finance Act and anti-money laundering.

Her other experience includes advising clients regarding negligent advice given by solicitors, financial advisers, architects and quantity surveyors.

Other experience includes advising clients regarding negligent advice given by solicitors, financial advisers, architects and quantity surveyors.

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.

The issue I am raising is that many — if not most — financial advisers are not the experienced investors you may want to believe they are.

How much actual investing experience does your financial adviser have?

A financial adviser with experience in insurance products may be able to refer you to a broker.

Over the past ten months I've worked at a local financial advisers, which has been really enjoyable, has given me valuable experience and taught me numerous skills required in the work place... I'm a demon on Excel.

Some personal financial advisers give focus on tax issues and mortgages but it requires a more specific educational and training background and professional experiences for you to be hired by a company for these particular functions.

Accomplished and dynamic financial adviser and management professional, with more than 11 years» experience in agency management, consistently recognized for effective operations and client relationship management and ability to develop sales and marketing strategies, delivering profitable solutions to attract and maintain accounts and customers, and propel company growth.

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