Finance Resource

Ramblings of a Standard Nerd episode 3: Personal financial advisor This week I talk about what happened to me when I applied for my student bank account. Again, this vlog is based on a real life event, this is what actually happened to me! Twitter: twitter.com Tumblr: lewisrreid.tumblr.com Wofleyedangel: www.wolfeyedangel.com If you’re watching Karen/Cheryl, can you let me know what your name is. It may be important in the future – you forgot to give me a business card! A financial adviser (UK spelling) or financial advisor (US spelling), more recently often referred to as a financial planner, is a professional who renders financial planning services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on Life insurance and other insurances such as income protection insurance, critical illness insurance etc, and/or advice on mortgages. Ideally, the financial adviser helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. Financial advisers use stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products to meet the needs of their clients. Many financial advisers receive a commission payment for the various financial products that they broker, although “fee-based” planning is becoming increasingly popular in the financial services industry. A further …

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