Belfast Telegraph

Tuesday 28 July 2015

A question of money: Is my advisor qualified to give advice?

Published 04/01/2010 | 12:18

Question: You recently suggested that readers use financial advisors who have either certified or chartered financial planning qualifications. How does a consumer know if an advisor is qualified?

Answer: The title ‘chartered financial planner’ is awarded by the Chartered Insurance Institute and a list of firms whose staff hold the chartered qualification is available at www.cii.co.uk/app/charteredtitle/FSSearch.aspx. A list of certified financial planners is published on the website of the Institute of Financial Planners — w ww.financialplanning.org.uk/consumers/cfp_search.cfm — entering the BT postcode for a full list of those in Northern Ireland. There are seven firms here whose staff have chartered financial planning qualifications and eight individuals who are qualified as certified financial planners.

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