January 26, 2007
Hiring a Financial Planner - Essential Steps to Take
I found this article a good read, albeit biased to the US (as it's for US readers).
Still worth a look though…
If you're looking to hire a financial planner or adviser, you're making a decision that will likely affect your entire life. And the vast array of choices can make the decision mind-boggling.
Anyone can call himself a financial planner, says Jack Waymire, author of "Who's Watching Your Money?" So don't assume that having a certain title ensures skill or expertise. You also want to be objective — don't let a planner or adviser's personality or sales skills affect your decision. You want to objectively consider three factors: credentials, ethics and business practices.
Read full article here
Filed under Financial Planning by Ray Prince










