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

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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 comment

Prash Th 13/09/2021 - 3:15 Chiều

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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