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financial advice

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  • Financial advice — is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning. Professionally, the advice is given only after the financial situation of the client is unveiled through a thorough fact… …   Wikipedia

  • advice — ad‧vice [ədˈvaɪs] noun 1. [uncountable] information given to someone, especially by an expert, so that they know what to do and can make the right decision: • She will remain on the board and provide financial advice to the company. • a law firm… …   Financial and business terms

  • Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

  • Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… …   Wikipedia

  • Financial Services Authority — The Financial Services Authority ( FSA ) is an independent non governmental body, quasi judicial body and a company limited by guarantee that regulates the financial services industry in the United Kingdom. Its main office is based in Canary… …   Wikipedia

  • financial adviser — A professional offering financial advice to clients for a fee and/or commission. Bloomberg Financial Dictionary * * * financial adviser UK US (also financial advisor) noun [C] FINANCE ► someone whose job is to help people invest by giving them… …   Financial and business terms

  • Financial Ombudsman Service — The United Kingdom s Financial Ombudsman Service is an ombudsman established in 2001 as a result of the Financial Services and Markets Act 2000 to help settle disputes between consumers and UK based businesses providing financial services, such… …   Wikipedia

  • Financial Advisor — One who provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, income tax preparation and estate planning. They must carry the Series 65 license… …   Investment dictionary

  • Financial Services Compensation Scheme — A body established under the UK Financial Services and Markets Act 2000 to provide compensation to customers of insolvent businesses or to those who have incurred losses as a result of bad financial advice …   Accounting dictionary

  • financial adviser — 1) Anyone who offers financial advice to someone else, especially one who advises on investments See also independent financial adviser 2) An organization, usually a merchant bank, who advises the board of a company during a takeover (see… …   Big dictionary of business and management

  • Financial Services Compensation Scheme — A body established under the UK Financial Services and Markets Act (2000) to provide compensation to customers of insolvent businesses or to those who have incurred losses as a result of bad financial advice …   Big dictionary of business and management

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