UK Finance

April 27, 2011

Financial Advisor Investment Advisor Independent Financial Advisor

0 Financial Advisor Investment Advisor Independent Financial AdvisorFinancial Advisor Solutions by FinancialAdvisor.org is the premier destination to find financial advisors on the Internet – providing free access to financial advisors in your area.

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April 20, 2011

Chris Stock from CPR Financial – Independent Financial Adviser in Twickenham

0 Chris Stock from CPR Financial   Independent Financial Adviser in TwickenhamChris Stock from CPR Financial an ndependent Financial Adviser in Twickenham, London. Visit http://www.cprfinancial.co.uk/ or call Chris on 0208892 5535 for more information.

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April 13, 2011

Career Advice from an Independent Financial Advisor

Filed under: Independent Financial Advisors — Tags: , , , — admin @ 11:25 pm

0 Career Advice from an Independent Financial Advisorwww.mytalentplace.co.uk
Experienced Independent Financial Advisor talks about the career. For more career advice go to www.mytalentplace.co.uk

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April 5, 2011

Kastle Offshore – Independent Financial Advisors

0 Kastle Offshore    Independent Financial AdvisorsKastle Offshore is an Independent Financial Advisor company specializing in providing financial advice to International expatriates around the world. We provide a face to face service as well as an internet and telephone service, which enables us to reach clients all around the world, living and working outside the world’s financial centres, and those who do not have regular access to financial advice due to their geographic location.

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March 31, 2011

Independent Financial Advisors IFA?

Filed under: Independent Financial Advisors — admin @ 6:48 am

Hi,
To get straight to the point:
If i were to get an independent financial advisor and he/she decides to give be some bad advice, what protection would be given to me if an IFA loses me money?

FAs can’t tell you what to do, they can only make suggestions based on their knowledge and research. Clients should know that investing in the market has risks. This is all I can say since I know nothing specific about the actual situation.

March 30, 2011

2 Types of Financial Advisors, Which is Best for You and WON’T Overcharge?

0 2 Types of Financial Advisors, Which is Best for You and WONT Overcharge?http://www.northstarplanners.com
Need help finding the right financial advisor who acts in the best interest of the client? There are three types of financial advisors out there:
1) those that only charge a fee for their services (fee-only: have a fiduciary requirement),
2) those who earn a commission from the products they sell you (fee-based: only have a suitability standard), and
3) those who have a fee-based side to their commissioned business, which allows them to play both sides when its convenient for them…

NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.

Duration : 0:2:24

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March 29, 2011

How to become an independent financial advisor?

Filed under: Independent Financial Advisors — admin @ 7:06 am

i already have all my licenses ( Series 7&63) and life but i dont want to work for anyone e.g. Merrill Lynch, Citibank, Met-Life since their payout is smaller then what you can earn if you are independent. Is there any firms out there that have a program for independent advisors.

thanks

Edward Jones is semi-independent. You do get your own office and secretary and set how hard and often you work.

If you are trying to be truly independent, I do not think there are that many places that will give you a program for being independent.

Are you experienced? If so, consider becoming apart of the Fee-Only Financial Advisors or a CFP (Certified Financial Planner). If not, I would recommend getting some experience (for 3-4 years) from a firm like Merrill Lynch, Morgan Stanley, or Smith Barney. It will help you once you do go independent.

I was once an independent financial advisor, so please contact me at szulcc@gmail.com if you would like more information about the process and how I did it.

March 27, 2011

Independent Financial Advisors (IFA): Could you tell me how to become an IFA in the uK?

Filed under: Independent Financial Advisors — admin @ 6:42 am

I graduated with a computing degree last year, wanting to become a Chartered IFA, does anyone know the route? (preferably self-study)

Contact companies that you are interested in working for, ask them if you could train with them, it just might work. Good luck! :)

March 23, 2011

Future of Private Banking – financial advisory wealth …

0 Future of Private Banking   financial advisory wealth ...12 future of private banking
http://www.globalchange.com Future of private banking and wealth management for ultra high net worth individuals. Fund management, asset creation and fund growth. Portfolio management and managing risk in balanced distribution of assets. High rates of return. Succession planning and how to run family offices. Specialist wealth advisors and independent financial advisors, commissions and fee-based advice. Philanthropy and philanthropic advisory services. Why charitable activities are so important to high net worth families and why most want their own charity foundations. Making a difference, proving added value and real social impact, Applying business principles and measurable outcomes to philanthropy. Venture philanthropy and social entrepreneurs. Making philanthropy work in a disciplined way with formal evaluation and monitoring. Financial disciplines and specialist advisory teams. Video by keynote conference speaker Dr Patrick Dixon, Futurist and author of 12 books on global trends including Futurewise and Building a Better Business.
Private banking, investment banking, wealth management, portfolio, balanced, philanthropy, charitable foundation, social action, advisory services, independent financial, planning, financial, finances, banks, investors, funds, fund managers

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March 16, 2011

Financial Advisor

Filed under: Independent Financial Advisors — Tags: — admin @ 1:11 pm

0 Financial Advisorbeing a Financial advisor at big blue

Duration : 0:3:47

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