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Samples in periodicals archive:
This might be a good time to meet with a qualified financial planner.
in Finance and Business Administration from Birmingham South College, Alabama, in 1994 and is a Qualified Financial Planner (QFP) and Registered Financial Consultant (RFC).
Mr Davies is a qualified financial planner with 34 years' experience within the RBS group, he specialises in providing holistic financial advice in inheritance tax, general investment and retirement planning for directors and entrepreneurs of Midland companies.
It is better to team up with a qualified financial planner.
Director Paul Curran, who is a fully qualified financial planner with more than 15 years' industry experience, will head up the team and will be tasked with helping clients choose the right investments, ensure they have sufficient protection and plan for their retirement.
We offered to put any questions Sam might have about the bond for Katie, now 21 months old, to a qualified financial planner.
Both companies would gain improvements to their distribution systems: Nationwide would receive a career agency force of highly qualified financial planners that it currently lacks, and Provident would gain access to Nationwide's powerful independent distribution channels.
I would urge you to firstly make some decisions about what you want to achieve, by when, and then work with a qualified financial planner to achieve your objectives, taking all your existing investments and policies into account.