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 A list of certified financial planners is published on the website of the Institute of Financial Planners — w — 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.

Your Comments

COMMENT RULES: Comments that are judged to be defamatory, abusive or in bad taste are not acceptable and contributors who consistently fall below certain criteria will be permanently blacklisted. The moderator will not enter into debate with individual contributors and the moderator’s decision is final. It is Belfast Telegraph policy to close comments on court cases, tribunals and active legal investigations. We may also close comments on articles which are being targeted for abuse. Problems with commenting?

Read More

From Belfast Telegraph