What Is a Financial Planner?

What Is a Financial Planner?

A financial planner is someone who uses the financial planning process to help you figure out how to meet your life goals. The planner can take a “big picture” view of your financial situation and make financial planning recommendations that are right for you. The planner can look at all of your needs including budgeting and saving, taxes, investments, insurance and retirement planning. The planner may also work with you on a single financial issue but within the context of your overall
situation. This big picture approach to your financial goals sets the planner apart from other financial advisers, who may have been trained to focus on a particular area of your financial life. Financial Planners Who May Work With You in addition to being qualified to provide you with general financial planning services, many financial planners are also authorised by the
Financial Services Authority allowing them to recommend and buy or sell insurance or investment products. Other planners may suggest you use particular specialists to help you implement their recommendations.

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