Home » What is the difference between financial advice and financial planning? financial advice

What is the difference between financial advice and financial planning? financial advice



As part of financial planning week 2019, financial planner Catherine Morgan explains the difference between financial advice and financial planning

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What is the difference between financial advice and financial planning?

What is the difference between financial advice and financial planning?

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What is the difference between financial advice and financial planning?
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1 thought on “What is the difference between financial advice and financial planning? financial advice”

  1. Financial advice could be someones opinion eg you need life cover whilst financial planning is completing a review of clients financial situation, goals objectives etc, then analysis followed by a recommendation that yes you need life covers of X but you also need to do the following…..

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