A professional offering financial advice to clients for a fee and/or commission.
A person offering financial advice. There are two types of adviser; those who offer advice based on the sale of the products of a single company (tied agents or company representatives), and those who select the most suitable product from those available in the market. See Category 1 Member.
Recommend products and services that help individuals plan their income and expenditure. There are two types: Independent work on behalf of the client and can choose from any product or service; Tied advisors work on behalf of their company to recommend their products only.
Someone authorised by the FSA(Financial Services Authority) to provide advice on financial products.
A professional who helps individuals and businesses in an ongoing process to arrange and coordinate their personal and business financial affairs to enable them to achieve their objectives.
A person offering financial advice. There are two types of adviser; those who offer advice based on the sale of the products of a single company (tied agents or company representatives), and those who are not limited to a single company (independent financial advisers). See Category 1 Member.
an individual who is licensed to provide investment advice to others for a fee.
a broker or other intermediary authorised to sell or advise on the policies of life insurance and financial products, such as unit trusts
a professional who renders consulting services to individuals and households on strategic as well as short-term financial planning, investing and budgeting
an individual who provides investment advice to others, for a fee. Need a financial adviser
A person who advises individuals on suitable forms of investment for their assets, by considering their personal circumstances, tax position and liabilities, etc. May also be referred to as a financial planner.
A professional person qualified to give advice to clients regarding a range of financial products.
There are two types of financial adviser; both recommend products and services that will help individuals plan their finances. An Independent Financial Adviser, or IFA, works on behalf of the client who can choose from any product or service. A Tied Agent works on behalf of a company and will only recommend their products.
An individual or firm that can assess your financial needs, recommend suitable products, and arrange for you to buy or invest in these products. Some advisers can also manage investments for you. Where advice concerns 'packaged products' (such as unit trusts, open-ended investment companies, investment trust savings schemes, investment-type life insurance and pensions), an adviser must normally be either: tied to a single product provider; or independent and able to recommend any product on the market. An adviser must be authorised by the Financial Services Authority (FSA).
A financial adviser is an intermediary authorised to sell or advise on financial products. This will include solicitors, accountants or other business conducting relevant financial business and regulated by RPBs (recognised professional bodies).
Someone whose profession it is to understand and advise on financial issues. A licenced financial adviser is obliged to act solely in the interests of the client.
a person who offers advice about buying or selling investments
A person who advises individuals on suitable forms of investment for their assets, considering their tax position, liabilities, personal circumstances, etc. May also be referred to as a financial planner. Financial advisers must have certain training and skills under Australian law.
A person who helps individuals with their financial situation.
Individuals who give advice about all aspects of finance. Financial Advisers can advise and sell products for a range of insurance companies and investment companies. Generally, the companies pay them commission when they sell a product although they may assign part of that commission to their client. There are also Financial Advisers who do not take commission but charge a fee to their clients instead.
Financial Advisers are advisers who may give advice about all aspects of an individual's finances. Financial Advisers are not limited to the products of one particular company.
A person who can advise you on your finances. Independant Financial Advisers can usually search the market place for products that best suit you, it saves you doing the legwork, but it will cost you money as the adviser will usually charge you a fee for their service.
It is a person who advises individuals on their financial situation.
This article refers to advisers in the UK.