Financial Advisers In Edinburgh 2020Welcome to JM Independent Financial Advisers (IFA) Ltd. Our financial consultants will consider your entire financial picture before implementing an investment plan and investment Financial Advisor advice They will create a portfolio strategy that is specific to your financial situation, execute the strategy, and make changes while assessing the results over time.
Our What We Offer section details some of the services available from Astute Financial Planners, while the Client Scenarios menu contains a number of hypothetical scenarios based on our previous work as independent financial advisers and the level of service we can offer.
Paul is a member of the personal injury and Court of Protection team, providing independent financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
The competition has been running over the last 12 months and the four finalist IFAs were given a client scenario where they had to provide initial financial planning advice and construct an investment portfolio in line with the client's attitude to risk.
Whether individuals simply have a few questions or would like extensive help managing their financial situation, a credit counselor can be of help since credit counselors can help clients access financial tools and resources to stay in good standing with their credit.
How well qualified a financial adviser is - the more qualifications and experience an adviser has, the higher their fees might be. Depending on the type of advice you're looking for, you might feel that paying for an adviser who is highly qualified is worthwhile.
Paul Frame, head of the Scotland and Northern Ireland regions for Tilney Group, said: Nadia is a highly talented and dedicated individual who constantly puts clients' needs first and she will be a big asset to the Edinburgh team. He joined Rathbones in 2018 after spending three years as an independent financial adviser working for Argyle Consulting looking after high net worth clients and has over 20 years working in the financial service industry.
She is a member of the Chartered Insurance Institute, holding the Diploma in Regulated Financial Planning and she is currently pursuing Chartered Financial Planner status by working towards the Advanced Diploma. Truly Independent Ltd® is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules.