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Independent financial advisors

marcus1972 · 2013-06-07 15:00:57

Hi, I'm looking for an overall financial health check - a review of savings, investments, pensions etc to see where I am. Is there a list of recommended independent financial advisers anywhere? Ideally with some sort of review/rating system. What sort of qualifications should I be looking out for in Ireland ? Thanks, Simon

07-06-2013 3:00pm

#1

marcus1972

Registered Users, Registered Users 2 Posts: 9 ✭

Join Date: September 2012

Posts: 5

Hi,

I'm looking for an overall financial health check - a review of savings, investments, pensions etc to see where I am. Is there a list of recommended independent financial advisers anywhere? Ideally with some sort of review/rating system. What sort of qualifications should I be looking out for in Ireland ?

Thanks,

Simon

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Comments

#2 09-06-2013 3:26am

FernandoTorres

Registered Users, Registered Users 2 Posts: 698 ✭✭✭

Join Date: March 2008

Posts: 673

Qualified Financial Advisor (QFA) is the minimum qualification for providing financial advice. Certified Financial Planner (CFP) is a higher standard and has been introduced to Ireland in the last few years. Maybe have a look here: http://www.askaboutmoney.com/forumdisplay.php?f=75

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