The Association of Independent Financial Advisers (AIFA) is the trade body for independent financial advisers in the UK, established in 1994. It represents the views of the profession to the Financial Services Authority, parliament, and other policymakers and promotes the benefits of financial advice to the public.
In the UK, a Chartered Accountant (CA) is a qualified member of the Institute of Chartered Accountants in England and Wales (ICAEW), the Institute of Chartered Accountants of Scotland (ICAS), or the Institute of Chartered Accountants in Ireland (ICAI). Chartered Accountants provide a range of services including auditing, taxation, financial advice, and management roles in various industries.
An Independent Financial Adviser (IFA) is a professional who offers unbiased financial advice to clients and recommends suitable financial products from a wide range of providers.
An independent financial adviser (IFA) is a person or firm licensed under the Financial Services Act to provide unbiased advice on a range of financial products, including pensions, investments, and life assurance. They are distinguished by their lack of commitment to any particular financial institution, ensuring they offer 'best advice' from the entire market.
An Investment Counsel is responsible for providing investment advice to clients and executing investment decisions. This can include financial planners, stockbrokers, and other financial professionals performing similar functions.
A market letter is a newsletter provided by brokerage firms to their customers or sold by independent market analysts. The analysts are typically registered as investment advisers with the Securities and Exchange Commission (SEC). The market letter offers financial advice, market analysis, stock recommendations, and other investment-related information.
The practice of offering high net-worth individuals investment management, financial advice, and estate and tax-planning services as a unified professional service.
