“As far as possible, try to use a qualified, certified financial planner (CFP) who is independent who will work for you as a client,” Ruark Pepler.
The financial planning industry is filled with confusing jargon, products, processes and role-players! Choosing the right people to help you look after your financial planning is essential to your success.
Ruark Pepler gives a quick overview of why choosing an independent adviser, who is certified and qualified, helps – we hope this video clip will help you!