Posts Tagged ' financial planning. '
Lifting the Lid on Financial Advice, I wrote this article for thejournal.ie, which is online today, in an attempt to offer an insight into financial advice charging and commissions. Hopefully it will help in the process of making financial products and financial advice more transparent. Article Link
We had the pleasure of meeting Carl Richards on Monday at one of our Society of Financial Planners events. Carl has a great 11 point checklist for defining a real financial advisor. They fit very well with my philosophy when working with clients. They are also a great tool to help you ask the right questions when […]