Financial Advisors

A Financial Advisor gives financial services to clients. A Financial Advisor might just create financial plans to businesses and customers, or they may also create financial plans and sell them. Financial Advisors are also known as financial planners and, very often, brokers (who sell mortgages and insurance) are also qualified financial planners. In the UK, Financial Advisors are governed by one of three bodies who award the qualifications; Chartered Insurance Institute, IFS School of Finance, and The Institute of Financial Planning. The gold standard of financial planning is Chartered Financial Planner. People that might use the services of a financial planner include brokers, investment advisers, accountants, lawyers, insurance agents. However, you might also use a financial planner in your day to day life when making large purchases, like a house.

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