What does a Certified Financial Planner do?

What does a Certified Financial do?

Quite simply a Certified Financial Planner will ask you about what you want to achieve, review your current position,and create strategies and suggestions to help you achieve your goals as well as monitoring and reviewing your progress. The benefits of hiring a financial advisor who will take a holistic view of your life are enormous. The advice is impartial. Gone is the obligation on the customer to buy such things as serious illness protection or income protection insurance to pay for the advice that they are receiving. The advice is impartial and I think that is a great reason to hire a certified financial advisor.

 

 

 

Should I hire a Certified Financial Planner?

The answer is resounding yes. You may want information on the following.

 

  • Business Partnership Assurance.
  • Income Protection tax relief.
  • Services illness cover tax relief.
  • What does income protection cover?
  • Or indeed to create a road map for your tax planning for future years.

 

There are many benefits of hiring a certified financial planner to help you live the life you want.

Contact Sean Lynch,

Certified Financial Planner at Qifa Financial Planners today on 022-57444 or email at info@qifa.ie to arrange on appointment.