If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)

Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie

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

Options

07-06-2013 4:00pm

#1

marcus1972

Registered Users 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

0

Comments

Options
#2 09-06-2013 4:26am
FernandoTorres

Registered Users Posts: 658 ✭✭✭

Join Date: March 2008

Posts: 633

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

0