Sentences with phrase «independent financial adviser»
An independent financial adviser is a person who helps individuals manage their money and make financial plans. They are "independent" because they are not associated with any specific financial institution and can offer unbiased advice to their clients. Full definition
Readers are urged to consult with their own independent financial advisers with respect to any investment.
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Almary Green is an award winning firm of independent financial advisers helping individuals and businesses throughout East Anglia and beyond.
Moore Blatch, one of the leading lawyers in the South with a busy office in Lymington, will be co-sponsoring the event with independent financial adviser firm, Station Financial.
There are plenty of independent financial advisers out there who - unlike the banks - aren't intent on making more money flogging their own proprietary investment products.»
Sometimes you really should consult independent financial advisers... especially if you get a windfall!
The changes should ensure that independent financial advisers no longer receive payment for their advice by taking a regular cut of their clients funds via commission payments, something the clients may not be aware of at all.
R (Westscott Financial Services Ltd) v Financial Ombudsman Service [2014] EWHC 3972 (Admin)-- challenge to FOS's refusal to stay complaints against independent financial advisers pending the resolution of related Commercial Court proceedings concerning the Keydata affair.
Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.
Partnering with independent financial advisers, Standard Life Asia provides long - term savings and investment solutions to approximately 48,000 customers.
It is quite common for financial sales consultants with successful employment experience to launch their own businesses as independent financial advisers (IFAs).
In addition to other firms, Voya's retail broker / dealer (B / D) and registered investment adviser (RIA), Voya Financial Advisors, will offer the series to its national network of independent financial advisers.
You are advised to discuss your specific requirements with an independent financial adviser.
The Independent Committee will be authorized to retain advisers, including an independent financial adviser and legal counsel, to assist it in its work.»
Since the yield for most CDs remain lower than inflation, which is at 2.1 %, they are not an attractive option for investors, said Conor Delaney, co-founder and president at Good Life Advisor Systems, a Wyomissing, Penn. company which provides turnkey solutions to independent financial advisers.
The retirement industry has become a «multi-billion-dollar annual business» that encompasses the mutual fund giants, banks, insurance companies, independent financial advisers, brokers, market researchers, academics and yes, the media, including magazines.
Some independent financial advisers see a conflict of interest for firms that could recommend their own funds.
Shop around for the best deal or speak to an independent financial adviser.
It is very important that you get independent financial advice from an independent financial adviser (IFA) about the advantages and disadvantages of an equity release scheme.
You can find an independent financial adviser on the Money Advice Service website.
Search for an independent financial adviser by using the FCA register.
It is registered as an authorised insurer in Hong Kong to provide long - term savings and investment solutions for customers and distributes products through strategic partnerships with independent financial advisers.
Alternatively, you can speak to an independent financial adviser (IFA).
VouchedFor, a site allowing you to search for local independent financial advisers, is running an offer — a free 30 - 60 minute session with a local independent financial adviser to discuss your inheritance plans.
However, for those with bigger estates, an independent financial adviser may, depending on their qualification, be able to help (see the Financial Advice guide), but a solicitor or tax accountant is a better bet for more specialised info.
You are advised to discuss your specific requirements with an independent financial adviser.
Jim Otar, an independent financial adviser in Toronto, says the Batemans will have to regularly review their options as they approach age 65 to ensure they won't outlive their money.
These are the two main ways to consolidate your debts but before making any important decisions, see if you can consult your bank and an independent financial adviser to make sure you get the best advice possible.
Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.
Choosing fossil - free funds, ethical funds, an independent financial adviser and using direct investments and crowdfunding to fund social and environmental projects.
There are already many multi-profession organisations including accountants, surveyors and independent financial advisers, so it's hardly a new concept.
Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.
Natasha Johnson Qualified: 2005 Made partner: 2014 Key cases: Acting for the Financial Services Compensation Scheme in relation to industry - wide financial mis - selling claims including claims against more than 800 independent financial advisers; acting for Arab Banking Corporation and ABC Islamic Bank on their successful multi-party High Court litigation against the Algosaibi partnership arising out of an alleged $ 9bn fraud.
Addleshaw Goddard represents a large number of UK and overseas pension providers, trustees, operators, banks, fund managers, platform providers, wealth managers, insurers, independent financial advisers and pension consolidators.
«The concern the whole industry has is that there will be a backlash and that it won't be managed in such a way that it allows for the independent financial advisers, wealth managers and stockbrokers to operate efficiently.»
You could get a 30 - year policy for half or two - thirds of the amount you need, and a 20 - year policy for the other part, says Tim Maurer, a certified financial planner in Charleston, S.C., and director of personal finance for the BAM Alliance, a network of independent financial advisers.
Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.
We are Wades, independent financial advisers in Newcastle, UK.
You can find an independent financial adviser on the Unbiased website or for financial advisers based in England or Wales who are accredited as experts in divorce or dissolution on the Resolution websiteopens in new window.
If their circumstances are particularly complicated the mediator might also recommend the assistance of a solicitor and / or independent financial adviser and possibly an account for each person or for them to share.
This is a complicated area so it's probably well worth getting advice from an independent financial adviser or accountant.
You can find an independent financial adviser on the Unbiased website, or for financial advisers based in England or Wales who are accredited as experts in separation on the Resolution website.