Tag Archives: Certified Financial Planner

Key Questions to ask a Financial Planner

Key questions to ask a financial adviser

Duncan Glassey, Partner at Wealthflow, believes there are 10 questions you should ask before choosing your financial planner. Choosing a financial planner is a decision that should not be taken lightly as it will almost certainly affect your financial future. 1. What are your qualifications? Check if they hold any advanced level professional credentials, such […]

Scottish Legal News

Personal Injury Trusts are being under-used by the legal profession in Scotland – and families who have suffered a traumatic incident could lose out financially as a result. That’s the view of a leading Certified Financial Planner, who believes recipients of personal injury compensation awards need to be more aware of the benefits such Trusts […]

The Holy Grail of Financial Planning

As a Certified Financial Planner (CFP) I have worked with a number of leading law firms in recent years and I can see enormous potential in solicitors and financial planners forging closer links, to considerable mutual benefit. I see this most clearly in what has been called the Holy Grail of financial planning – ‘lifetime […]