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An independent financial advisers (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other ...
Independent financial advisors often have one or more of the following designations: chartered financial analyst, certified financial planner or registered investment advisor. Independent ...
In November 2012, the association changed its name from Association of Independent Financial Advisers to Association of Professional Financial Advisers. [2] The change was ratified following a vote at the organisation’s annual general meeting, and meant that APFA from then on would represent financial advisers who are independent or restricted. [3]
The company provides wealth, accountancy and business advisory services to individuals and businesses, including financial planning, investment management, personal and business tax, risk advisory, and fund administration. [21] [22] [23] It operates offices in 26 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands.
Conister Finance & Leasing Ltd (Conister) is the wholesale lending and broker division of Conister Bank Limited (CBL). CBL is an independent bank based in the Isle of Man established in 1935. It is in itself a wholly owned subsidiary of Manx Financial Group PLC who are listed on the London Stock Exchange, AIM (RNS Number: 3730X) and owns a ...
Killik & Co is a British retail investment company and independent Partnership, providing advice on savings, planning, will and testaments, and investment to retail investors through a network of branches in the UK. As of 2014, the company managed assets on behalf of 19,000 clients. [1]
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