page1
|
| Society - Organizations - Nonprofit Resources - Fundraising - Consulting |
 | Master Financial Planning Services
http://www.masterfinancial.com/
Provides stewardship campaigns and fund raising for churches and para church organizations. |
|
| Shopping - Publications - Books - Personal Finance |
 | Values-Based Financial Planning
http://www.bachrachvbfp.com/
A values-based map for selecting a certified financial planner and building an investment portfolio. |
|
| Oceania - New Zealand - Business and Economy - Financial Services |
 | Sorted Financial Planning
http://www.sorted.org.nz/
Offers New Zealand financial planning advice and calculators to help get debt, investments and retirement sorted. |
|
| Oceania - New Zealand - Auckland - Localities - Auckland Central - Business and Economy - Financial Services |
 | Acumen Financial Planning
http://www.acumen.co.nz/
Offer financial planning, investment and property advice. |
|
| Oceania - Australia - Victoria - Business and Economy - Financial Services |
 | Colin Trinnick Financial Planning Services
http://www.hotkey.net.au/~trin-fin/
Includes information about services available, office locations, monthly tips, and contact details. |
|
| Oceania - Australia - Queensland - Localities - B - Brisbane CBD - Business and Economy - Financial Services |
 | Highland Financial Planning
http://www.highlandfinancial.com.au/
Provide advise relating to financial planning, superannuation and increasing wealth. Features financial news, articles and overview of services and products. |
|
| Oceania - Australia - New South Wales - Business and Economy - Financial Services |
 | Universal Financial Planning
http://www.universalplanning.com.au/
Financial planning consultants with offices in East Maitland, Kotara and Erina. |
|
| Oceania - Australia - Business and Economy - Financial Services - Financial Planning |
 | Financial Planning Association of Australia
http://www.fpa.asn.au/
An association representing qualified financial planners in Australia. Includes list of members, event details and news. |
|
 | Tower Trust
http://www.towertrust.com.au/
Accountancy, executor, trustee, financial planning, and portfolio management services. Information about each service and location details included. |
|
 | It's Your Life
http://www.itsyourlife.com.au/
Provides information for consumers about resident funded retirement villages in Australia, including legal structures, departure fees and legal and financial issues and consequences. |
|
 | Auspak Financial Services
http://www.auspak.com.au/
Offers a range of financial services including loans, deposit bonds and financial planning. |
|
 | Colonial First State
http://www.colonialfirststate.com.au/
Superannuation, pension, retirement, and investment managers. Offers personal financial product advice and includes an up to date overview of investment markets. |
|
 | Victorian and Tasmanian Association of Rural Counselling Groups
http://www.vtarcg.org.au/
Provides free, independent financial assessment for farming families and small rural businesses. Services, locations, news and reports. |
|
 | Consultum Financial Advisers
http://www.consultum.com.au/
A national financial advice group listing background, services and contacts. |
|
 | Dixon Advisory and Superannuation Services
http://www.dixon.com.au/
Financial advisery service for investments and superannuation. |
|
| North America - United States - Wisconsin - Business and Economy - Organizations |
 | The Financial Planning Association of Southeastern Wisconsin
http://www.fpasw.org/
Provides educational programming and networking opportunities to financial professionals in and around Milwaukee, Racine and Kenosha, and offers resources to financial professionals and consumers. |
|
| North America - United States - Vermont - Localities - D - Danville - Business and Economy |
 | Milne Financial Planning
http://www.milnefeeonly.com/
Offers financial planning services, consumer disclosure information, and a newsletter. |
|
| North America - United States - Vermont - Localities - B - Brattleboro - Business and Economy - Financial Services |
 | Daniel S. Allen Financial Planning Services
http://www.dsallenfinancialplanning.com/
MetLife financial planning services. |
|
| North America - United States - Texas - Localities - P - Plano - Business and Economy - Financial Services |
 | Self Worth Financial Planning
http://www.selfworthfp.com/
Offers company profile, services offered, fees, FAQ, and location. |
|
| North America - United States - Texas - Localities - G - Grapevine - Business and Economy - Financial Services |
 | Heritage Financial Planning
http://www.heritagefinancialplanning.com/
Steve Blankenship, CFP, fee-only financial planner. Includes profile, information about services provided, stock quotes, market commentary and office directions. |
|
| North America - United States - Texas - Localities - F - Frisco - Business and Economy |
 | Frisco Financial Planning LLC
http://www.ffplan.com/
A financial planning firm and registered investment adviser. |
|
| North America - United States - Pennsylvania - Localities - P - Pittsburgh - Business and Economy - Financial Services - Financial Planning |
 | Allegheny Financial Group, Ltd.
http://www.alleghenyfinancial.com/
Investment advisors provide financial planning, asset management and business acquisition services. |
|
 | Luttner Financial Group, Ltd.
http://luttner.com/
Corporate and individual financial planning. |
|
 | CCCS of Western Pennsylvania
http://www.cccspa.com/
Non-profit consumer credit counseling agency with offices throughout Pittsburgh and Western Pennsylvania. |
|
 | Tiche Capital Strategies LLC,
http://www.vspadvertising.com/
Financial advisors provide retirement and education planning, risk assessment, and investment advice. |
|
| North America - United States - Pennsylvania - Localities - M - Media - Business and Economy |
 | Libra Financial Planning
http://www.librafinancialplanning.com/
Investment advisory firm providing portfolio management and financial planning services, located in Media. |
|
| North America - United States - Oregon - Localities - B - Bend - Business and Economy - Financial Services |
 | Griffon Financial Planning
http://www.griffonfinancial.com/
Offers financial planning, investment advice and insurance analysis. Includes staff profile, services, news, newsletter, links and client login. |
|
| North America - United States - New York - Localities - R - Rochester - Business and Economy - Financial Services - Financial Planning |
 | AM&M Companies, Ltd
http://www.ammplan.com/
Fee based financial-planning and money-management consulting firm. |
|
 | Indiano Capital Management
http://www.indiano.com/
Financial management firm that specializes in meeting the investment needs of individuals, corporations and not-for-profit organizations. |
|
 | Dean Licata & Associates, LLC
http://www.licatafinancial.com/pages/index.htm?SPID=10567&OrgID=513
Specializing in retirement and benefit planning for educators and small business owners. |
|
 | Wealth Management Group, LLC
http://www.wealthmanagementgroup.com/new/wealthmanagementgroup/
A registered investment advisor (RIA) offering financial planning and investment services. |
|
| North America - United States - New York - Localities - H - Hicksville - Business and Economy - Financial Services |
 | Progressive Financial Planning Services, Inc.
http://www.progressive-fps.com/
Offers fee-based asset management, financial planning, retirement planning, risk management and estate planning. |
|
| North America - United States - New Hampshire - Localities - H - Hollis - Business and Economy |
 | New Means Financial Planning
http://www.newmeans.com/
Provides financial planning and investment advice on an hourly, as-needed basis. Lists services, owner qualifications, questionnaire forms, FAQs, and contact information. |
|
| North America - United States - Massachusetts - Localities - B - Boxborough - Business and Economy |
 | Nashoba Financial Planning
http://www.nashobafinancialplanning.com/
Provides fee-only financial planning and investment advice. |
|
| North America - United States - Massachusetts - Business and Economy - Financial Services |
 | Financial Planning Association of Massachusetts
http://www.fpama.org/
State chapter of national organization focused on professional development and education of financial planning professionals. |
|
| North America - United States - Maryland - Localities - O - Odenton - Business and Economy |
 | Main Street Financial Planning
http://www.mainstreetplanning.com/
Investment advisory firm provides financial planning services. |
|
| North America - United States - Maryland - Localities - B - Bethesda - Business and Economy - Financial Services |
 | Life Financial Planning, Inc.
http://www.lifefinancialplanning.com/
Financial planning and investment advisory firm serving clients in the metropolitan Washington, DC area. Site offers financial briefs, advice and stock quotes. |
|
| North America - United States - Maine - Localities - P - Portland - Business and Economy - Financial Services |
 | Portland Financial Planning Group
http://www.pfpg.com/
Specializing in retirement planning, estate planning, investments and insurance. |
|
| North America - United States - Kentucky - Localities - L - Lexington - Business and Economy - Financial Services - Financial Planning |
 | Steven Thurn - CPA, CFP
http://www.thurncpa.com/
Offers tax compliance and financial planning for individuals and corporations. Includes certifications and location. |
|
 | Nancy Barron & Associates, INC.
http://www.nancybarron.com/
Offers services of five registered brokers to help individuals with financial planning. Includes hours, location map and contacts. |
|
 | Boardman Wealth Planning, Inc.
http://www.boardmanwealth.com/
Provides individuals, families, private fiduciaries and corporate trustees with comprehensive investment management, financial advice and financial planning. Includes team profiles and market research resources. |
|
| North America - United States - Kansas - Localities - W - Wichita - Business and Economy - Financial Services |
 | Stukey Financial Planning
http://www.stukeyfinancialplanning.com/
Offers financial planning and advice to individuals, families and businesses on an hourly, as-needed basis. |
|
| North America - United States - Illinois - Localities - U - Urbana - Business and Economy |
 | Folk Financial Planning
http://www.karenfolk.com/
Offers holistic financial planning to clients on a fee-only basis. |
|
| North America - United States - Florida - Metro Areas - Orlando Metro - Business and Economy - Financial Services |
 | Financial Planning Association of Central Florida
http://www.fpafla.com/
FPA Chapter for financial planning professions. Offers news, symposiums, events, committees, and resources. |
|
| North America - United States - Colorado - Localities - L - Littleton - Business and Economy - Financial Services |
 | Miceli Financial Planning
http://www.salmiceli.com/
Fee-only financial advisor. Offers asset management, investment and retirement planning. |
|
| North America - United States - California - Regions - San Joaquin Valley - Business and Economy |
 | Financial Planning Association of Central California
http://www.fpacentralcal.org/
An association for financial planning professionals. Offers member meetings and continuing education credits. |
|
| North America - United States - California - Localities - S - San Juan Bautista - Business and Economy |
 | MLG Financial Planning
http://www.mlgfinancialplanning.com/
Investment advisory firm providing portfolio management and financial planning services. |
|
| North America - United States - California - Localities - S - San Francisco - Business and Economy - Financial Services |
 | Financial Planning Association of San Francisco
http://www.fpasf.org/
Provides education, association, and leadership for member financial planners and the public. Includes news, meetings, events and details on programs. |
|
| North America - United States - California - Localities - S - San Diego - Business and Economy - Financial Services |
 | Western Financial Planning Corp.
http://www.wfpc.com/
Retirement, college, and estate planning. Description of services, financial planning tips, careers, and contacts. |
|
| North America - United States - California - Localities - I - Irvine - Business and Economy - Financial Services |
 | Applied Financial Planning
http://www.appliedfinancialplanning.com/
Provides tax planning, preparation and financial planning. |
|
| North America - United States - Arizona - Localities - P - Phoenix - Business and Economy - Organizations |
 | Financial Planning Association of Greater Phoenix
http://www.fpanet.org/Chapters/GreaterPhoenix/
Membership association for financial planners, allied professionals and organizations that champion the financial planning process. |
|
| North America - United States - Arizona - Localities - P - Phoenix - Business and Economy - Financial Services |
 | Foothills Financial Planning
http://foothillsplanning.com/
Fee-only financial advisor. Includes profile and an overview of areas of expertise. |
|
| North America - United States - Alabama - Localities - B - Birmingham - Business and Economy - Financial Services |
 | Marca Financial Planning Services
http://www.marcainc.com/
Multi-disciplinary planning focused on planning for life course events such as retirement or aging parents. |
|
| North America - Canada - Ontario - Localities - R - Richmond Hill - Business and Economy - Financial Services |
 | Invesmar Financial Planning
http://www.invesmar.com/
Offers insurance and financial services including free quotes from over 40 life insurance companies within Ontario. |
|
| North America - Canada - Ontario - Localities - O - Ottawa - Business and Economy - Financial Services - Financial Planning |
 | Brophy Financial
http://www.brophyfinancial.com/
Financial, retirement, and estate planning services. Discussion of investment choices, news, and testimonials are included. |
|
 | Converge Financial
http://www.convergefinancial.com/
Financial planning services. Contact information only. |
|
 | Craig & Taylor Associates
http://www.craigandtaylor.com/
Retirement planning specialists. Mutual fund charts and objectives listings. Online client service. |
|
 | David Phipps - Assante Wealth Management
http://www.assante.com/advisors/dphipps/
Senior Financial Advisor. Profile, services and financial articles and links to financial web resources. |
|
 | Don Eberley - Desjardins Financial
http://www.doneberley.ca/
Financial advisor providing investment and insurance services for working families in the Ottawa area, specializing in mutual fund RRSPs. |
|
 | Future Financial
http://www.futurefinancial.com/
Chartered financial consultants. Includes financial service information, tax tips and corporate profile. |
|
 | Independent Investment Solutions
http://iisottawa.ca/
Financial planning services firm offering a range of investment and insurance solutions. |
|
 | Invested Interest
http://www.invested-interest.ca/
Personal investment planning services and products. Profile, plus product, services and financial industry information. |
|
 | Knights of Columbus Financial Services
http://www.kofcfinance.com/
Financial services and insurance agency affiliated with Knights of Columbus for Order members. Information about investments programs. |
|
 | P.B. Fraser and Associates
http://www.pbfraser.com/
Professional financial advisors. Company and services information. |
|
 | Potvin Rowland Financial Services
http://www.kevinpotvin.com/
Financial planning firm specializing in retirement, investment, insurance, tax and estate planning. |
|
 | St. John & Associates -- Financial Services Inc.
http://www.stjohnfinancial.ca/
Custom designed investment and insurance plans. Services, products descriptions and financial links. |
|
 | Taylor Financial Group
http://www.taylorfinancial.ca/
Benefit and investment experts and licensed Brokers for most top-tier life insurance companies and fund companies. |
|
 | WDS Investment Management Ltd.
http://www.wdsinvest.com/
Investment counselling and portfolio management. Profile, services, private portfolio access. |
|
 | J.R.Saint & Associates
http://jrsaint.com/
Provides financial planning services, investments and insurance. Includes commentaries and a selection of relevant links. |
|
 | Adam Capital
http://www.adamcapital.ca/
Provides financial consulting and tax-planning services. Includes detailed list of services and products on offer. |
|
| North America - Canada - Ontario - Localities - B - Barrie - Business and Economy - Financial Services |
 | Blue Collar Financial Planning
http://www.blue-collar-financial-planning.com/
Terry Johnston CFP provides financial, estate and retirement planning, along with insurance products including life, illness, and disability. |
|
| North America - Canada - Nova Scotia - Localities - H - Halifax - Business and Economy - Financial Services |
 | Colin White Financial Planning Services
http://www.colinwhite.com/
Offers commission-based service to individuals and small business in the province. Claims a securities and a life insurance license. Lists services, resume, planning, editorial, links, research and contact information. |
|
| North America - Canada - Business and Economy - Financial Services - Financial Planning - Financial Advisors |
 | Financial Planning Standards Council - Certified Financial Planner
http://www.cfp-ca.org/
The Canadian regulatory organization awarding the Certified Financial Planner designation. Offers information about financial planning, the CFP designation, how to obtain it and a search function to find those so certified. |
|
 | Advocis
http://www.advocis.ca/
Site of the Financial Advisors Association of Canada, a voluntary association of professional insurance and financial advisors. Lists membership information, programs and services. |
|
 | Credit Counseling Canada.
http://creditcounsellingcanada.ca/
A non-profit forum for credit counseling agencies and provincial Orderly Payment of Debt programs. Offers a profile, credit help, creditor information, member agencies, cross-Canada credit help links, news and contact details. |
|
 | Canadian Financial Advisor Directory
http://www.rrsp.org/advisors/index.htm
Offers a free listing to financial advisors and a search function for those seeking the service. Offers a list of fund companies, resources, software, organizations and tools. |
|
 | Mckinnon Wealth Management
http://www.mckinnonwealthmanagement.com/
Specializing in retirement planning, investing and all types of insurance products. |
|
 | GEM Financial Group Inc.
http://www.gemfinancialgroup.ca/
Brokers and consultants on employee, retiree, insurance and financial plans. |
|
 | Andrew Johns
http://andrewjohns.ca/
Financial adviser for Raymond James in Vancouver, BC, providing financial services for institutional and high net worth clients. |
|
 | Britton Bell Allard Delcourt
http://www.yourlifeyourplan.ca/
Wealth management team with Scotia McLeod in the Okanagan area, BC. Provides customized client portfolios, services and solutions for each client's unique requirements. |
|
 | Janea Bellay - Performance Financial Services
http://www.janeabellay.com/
Sells life insurance, critical illness insurance, investments, RRSPs, RESPs, mutual funds as part of a full financial planning process. Saskatoon, SK. |
|
 | Bradley Roberts & Associates
http://bradleyrobertsassociates.ca/
Full service financial planning company with over 30 years experience in wealth creation and preservation. Located in Waverley, NS. |
|
| North America - Canada - Business and Economy - Financial Services - Financial Planning |
 | Two Cents Worth - Free Financial Planning Newsletter
http://www.rrsp.org/newslet.htm
Keep abreast of changes to tax laws, RRSP rules, and other legislation that affects you. Users may subscribe, unsubscribe and read past articles online. |
|
 | Berkshire Group
http://www.berkshire.ca/
Insurance, investing, financial planning. Features information on the company, mission, products, support and recognition. |
|
 | Retirement Life Challenge
http://www.retirementchallenge.com/
Offers financial planning software, courses, and a resource library. Lists products, company background, frequently asked questions and business address. |
|
 | Money Concepts
http://www.moneyconcepts.ca/
Offers investment advisory services to both corporate and individual markets, providing solutions for a wide variety of financial matters. Lists office locations across Canada, services and products. |
|
 | Investment Planning Counsel of Canada
http://www.ipcc.ca/
Independent financial services firm with offices in every province in Canada. Offers a corporate background, description of products and services, a market commentary and online resources. |
|
 | Dundee Wealth Management
http://www.dundeewealth.com/
Engaged in investment banking, securities brokerage, financial planning and investment advisory services. Maintains offices and advisors across the country. |
|
 | Rarestone Financial Series Inc.
http://www.personalfinanceseries.com/
Provides financial and retirement planning program materials. Offers downloads for educational documents, presentation materials, speaking engagement notes and licensee resources. |
|
 | Canadian Scholarship Trust Plan
http://www.cstplan.com/
R.E.S.P. Scholarship Program, serving Canadian youth for over 38 years. Raises funds through charitable donations and is without share capitol/holders |
|
 | Benefits and Pensions Monitor
http://www.bpmmagazine.com/
Magazine covering employee benefits management and pension fund investment. |
|
 | Financial Planning
http://investingcanada.about.com/
A library of links for Canadian investors plus Canadian Internet stock indexes, mutual fund charts, and three columns a week of commentary. |
|
 | taxtips.ca - Canadian Tax and Financial Information
http://www.taxtips.ca/
Information to help the consumer save money, reduce taxes, and build wealth. Offers tips on income tax, small business, wills, estates, GST and PST. |
|
 | Fellow of the Canadian Securities Institute
http://www.fcsi.ca/
Includes a searchable directory of FCSI's, which is a designation awarded to financial services professionals who attain advanced education and experience. |
|
 | Children's Education Funds Inc.
http://www.cefi.ca/
A Group Registered Education Savings Plan (RESP), eligible for the Government's CSEG grants. Offers foundation background and investment calculator. |
|
 | Assante Corporation
http://www.assante.com/
Provider of financial and life management services. |
|
 | Financial Resources.ca
http://www.financialresources.ca/
A collection of Canadian financial planning resources, including tools, articles and current events. |
|
 | Guardian Capital Advisors
http://www.gcaweb.com/
An investment counseling firm for large accounts and institutional investors, offering discretionary investment management services. West coast and centrally based managers with online investment information and trading. |
|
 | Canada Revenue Agency: Registered plans administrators
http://www.cra-arc.gc.ca/tx/rgstrd/menu-eng.html
Provides information on RPP's, RESP's, RRSP'S as well as answers to frequently asked questions, newsletters, forms, guides information circulars and contact information. |
|
| North America - Canada - British Columbia - Localities - V - Vancouver - Business and Economy - Financial Services |
 | Vancouver Financial Planning Consultants
http://www.vfpc.org/
Offers its clients a full range of financial planning and wealth management services, specializing in income tax, insurance,estate planning, family trusts and offshore investing. |
|
| North America - Canada - British Columbia - Localities - K - Kelowna - Business and Economy - Financial Services |
 | Smarter Financial Planning Ltd.
http://smarterfinancialplanning.ca/
Derek Moran, advisor to the Globe and Mail, offering money management advice. Includes news articles, information form and testimonials. |
|
| Europe - United Kingdom - Wales - Carmarthenshire - Cross Hands - Business and Economy |
 | Brian D Thomas Financial Planning
http://www.briandthomas.co.uk/
Includes a company profile and description of services offered. |
|
| Europe - United Kingdom - Scotland - Renfrewshire - Paisley - Business and Economy |
 | Financial Planning Options Ltd
http://www.fpoptions.co.uk/
Financial advisers; offers profile, details of services, and contacts. |
|
| Europe - United Kingdom - Scotland - Fife - Dunfermline - Business and Economy - Financial Services |
 | Abacus Financial Planning Consultants
http://www.abacusifa.com/
Provide independent financial advice to individuals and companies. Includes details of services and on-line quotes. |
|
| Europe - United Kingdom - Scotland - Aberdeenshire - Business and Economy - Financial Services |
 | Structured Financial Planning
http://www.sfp-ifa.co.uk/
Independent Financial Advisers, offering services on pensions, tax planning and insurance; offices in Banff, Fraserburgh and Peterhead. |
|
| Europe - United Kingdom - Northern Ireland - Down - Warrenpoint - Business and Economy |
 | Navigator Financial Planning
http://www.navigatorfp.com/
Certified financial planner (CFP) offering fee-based financial advice on investments, savings, inheritance tax and pensions. |
|
| Europe - United Kingdom - Northern Ireland - Down - Lisburn - Business and Economy |
 | Aiken Kennedy Financial Planning
http://www.akfp.net/
Company profile, services and contact information. |
|
| Europe - United Kingdom - England - Worcestershire - Redditch - Business and Economy - Financial Services |
 | Central Financial Planning Limited
http://www.centralfinancialplanning.co.uk/
Offers independent financial advice and provides a free consultation to help with personal financial planning. |
|
| Europe - United Kingdom - England - Wiltshire - Highworth - Business and Economy |
 | Executive Financial Planning
http://www.efp-ifa.co.uk/
Overview of independent financial advisers offering a range of products to personal and business clients. |
|
| Europe - United Kingdom - England - West Midlands - Brierley Hill - Business and Economy |
 | MCB Financial Planning
http://www.mcbfinancial.co.uk/
Independent financial advisers; offering details of services, company profile, and contacts. |
|
| Europe - United Kingdom - England - Somerset - Wellington - Business and Economy |
 | Forward Financial Planning
http://www.forwardfinancialplanning.co.uk/
Independent financial advisors describe their services andf product range. |
|
| Europe - United Kingdom - England - Somerset - Taunton - Business and Economy - Financial Services |
 | Western Financial Planning Ltd
http://www.westernfinancialplanning.co.uk/
Independent financial advisers. Includes profile, services and an investment calculator. |
|
| Europe - United Kingdom - England - Oxfordshire - Oxford - Business and Economy - Financial Services |
 | Cornerstone Financial Planning
http://www.cornerstoneifa.co.uk/
Independent financial adviser specialising in investment, pension, protection and inheritance tax advice. |
|
| Europe - United Kingdom - England - Northamptonshire - Moulton - Business and Economy |
 | 5 Point Financial Planning Ltd.
http://www.5pointdirect.co.uk/
Offers services and products for personal portfolios and businesses. Company profile, services, recruitment, and contacts. |
|
| Europe - United Kingdom - England - Norfolk - Norwich - Business and Economy - Financial Services |
 | Harrold Financial Planning
http://www.hfp.co.uk/
Offers free consultation, advice and personal financial planning. Includes news, updates and calculators. |
|
 | Clarkson Gray Financial Planning Ltd
http://www.clarksongray.co.uk/
Independent financial advisors, regulated directly by the Financial Services Authority (FSA) offer impartial advice on a fee or commission basis. Covers buildings, contents, lifetime mortgages, critical illness cover, and home equity plans. |
|
| Europe - United Kingdom - England - Manchester - Stockport - Business and Economy - Financial Services |
 | Cullen Financial Planning Limited
http://www.cullen-fp.co.uk/
Independent financial advisors offering a range of financial planning services to both the individual and to corporate organisations. |
|
| Europe - United Kingdom - England - London - Bromley - Orpington - Business and Economy |
 | Braemar Financial Planning
http://braemarequityrelease.co.uk/
Specialists in pension release schemes. Includes information about applying and testimonials. |
|
| Europe - United Kingdom - England - London - Brent - Business and Economy - Financial Services |
 | Duke Godley Financial Planning Ltd
http://www.dukegodley.co.uk/
Independent financial advisers based in Wembley. Company profile, contact details and list of services offered. |
|
| Europe - United Kingdom - England - Lincolnshire - Waddingham |
 | Independent Financial Planning (Lincolnshire) Ltd
http://www.independent-financial-planning.co.uk/
Financial advisors providing details of their services. |
|
| Europe - United Kingdom - England - Essex - Colchester - Business and Economy - Financial Services |
 | Woodruff Financial Planning
http://www.woodruff-fp.co.uk/
Provides information for individuals and businesses on investments, pensions, mortgages, protection and taxation. Services offered and contact. |
|
| Europe - United Kingdom - England - East Sussex - Crowborough - Business and Economy - Financial Services |
 | Jackson Financial Planning Ltd
http://www.jacksoninsurance.co.uk/
Independent financial advisers. Information on financial products. |
|
| Europe - United Kingdom - England - Dorset - Weymouth - Business and Economy |
 | Apex CB Financial Planning
http://www.apexcb.com/
Independent financial advisers providing IFA impartial advice on all financial services including savings, investments, pensions and life assurance. |
|
| Europe - United Kingdom - England - Devon - Exeter - Business and Economy - Financial Services |
 | Clover Financial Planning
http://www.cloverfinancialplanning.co.uk/
Professional chartered financial planners. Independent financial advisers offering services for business and individuals. |
|
 | Francis Clark Financial Planning
http://www.fcfp.co.uk/
Offering independent, impartial advice, with over 75 years experience. Profile includes wealth managenment service, pensions, annuity case studies, and their new building in the city centre. |
|
| Europe - United Kingdom - England - Bristol - Business and Economy - Financial Services |
 | Bedrock Financial Planning
http://www.bedrock-financial.co.uk/
Independent financial advisers based in Clifton. Specialising in pensions, investments, savings, insurance, mortgages and equity release. |
|
| Europe - United Kingdom - England - Bedfordshire - Luton - Business and Economy - Financial Services |
 | Handscombe Financial Planning Ltd
http://www.handscombes.com/
Independent Financial Advisers. Details of products and services available plus background information for the firm. |
|
| Europe - United Kingdom - England - Bedfordshire - Kempston - Business and Economy |
 | Clear Vision Financial Planning
http://www.clearvisionfp.co.uk/
Fee based independent financial advisor describes his services. |
|
| Europe - United Kingdom - England - Bedfordshire - Cranfield |
 | Cathedral Independent Financial Planning Ltd
http://www.nestpensionsadvice.net/
Pensions planning and independent financial advice. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Organisations |
 | Institute of Financial Planning
http://www.financialplanning.org.uk/
Professional body of financial planners, those who help individuals and businesses organise their financial affairs so as to achieve specific objectives. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Independent Financial Advisors - V |
 | Vision Financial Planning
http://www.visionfinancial.co.uk/
A firm of Independent Financial Advisers. Information on services and company details. Falkirk. |
|
 | Veracity Financial Planning
http://www.veracityfp.co.uk/
A firm of Independent Financial Advisers, based in Nottingham and Coventry. Information on products, services and company details. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Independent Financial Advisors - P |
 | Progressive Financial Planning
http://www.progressive-fp.co.uk/
Provides financial advice to both individuals and companies in the UK. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Independent Financial Advisors - M |
 | Meon Valley Financial Planning
http://www.retirementis.co.uk/
Offers financial advice to individuals and corporates. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Independent Financial Advisors - B |
 | Bloomsbury Financial Planning
http://www.bloomsburyfp.co.uk/
Fee-based financial planning services take commission out of the equation. |
|
| Europe - United Kingdom - Business and Economy - Financial Services - Corporate Finance |
 | ADS Mortgage and Financial Planning Ltd
http://www.corporatefundinguk.co.uk/
Offers a range of corporate funding products including development loans, commercial mortgages, property finance, property sale and leaseback, and joint venture investments. |
|
| Europe - Ireland - Dublin - Localities - Coolock |
 | McGuinness Financial Planning
http://www.joemcguinness.com/
Information on pension, mortgage, life assurance, illness insurance, income protection and savings services offered. |
|
| Reference - Education - Colleges and Universities - North America - United States - New Jersey - Rutgers University - New Brunswick - School of Environmental and Biological Sciences |
 | Rutgers Cooperative Extension High School Financial Planning
http://njaes.rutgers.edu/hsfpp/
Program purpose, resources, materials and contacts. |
|
| Reference - Education - Colleges and Universities - North America - United States - Kansas - Kansas State University |
 | Institute of Personal Financial Planning
http://www.ipfp.k-state.edu/
Undergraduate, graduate and certificate programs. Contains research. |
|
| Reference - Education - Colleges and Universities - North America - United States - California - California State University - San Francisco State University - Departments and Programs |
 | Executive Certificate in Financial Planning
http://cel.sfsu.edu/financial/
Courses and certificate in financial planning. Preparation for the Certified Financial Planner (CFP) exam. |
|
| Home - Personal Finance - Money Management |
 | NPR : Financial Planning for Retirement
http://www.npr.org/templates/story/story.php?storyId=4540694
Many Americans find it difficult to save for retirement. For helpful tips on how to save for the golden years, Renee Montagne speaks with Jonathan Clements, financial columnist for The Wall Street Journal. [4:52 streaming audio broadcast] |
|
| Home - Personal Finance |
 | About.com: Financial Planning
http://financialplan.about.com/
Information on personal financial planning, including budgeting, savings, investing, retirement, insurance, and taxes. |
|
 | Fundamentals of Financial Planning
http://learningforlife.fsu.edu/course/fp101/index.html
Provided by FSU to educate consumers in the fundamentals of financial planning. |
|
 | CCH Financial Planning Toolkit
http://www.finance.cch.com/
Information to manage one's personal finances, including investments, insurance, risk and asset management strategies, and tax, retirement and estate planning. |
|
| Computers - Software - Industry-Specific |
 | Financial Planning Consultants, Inc.
http://www.financialsoftware.com/
Provider of client communication and marketing software, including practice management training for financial service professionals. |
|
| Business - Financial Services - Financial Planning - United States |
 | Mofinet
http://www.mofinet.com/
Offers spreadsheets for financial simulations in the field of project finance and corporate valuation. |
|
 | Strategic Capital Management
http://www.scmag.com/
Provides global asset management and investment advisory services. |
|
 | Kiplinger
http://www.kiplinger.com/
A center for personal finance advice and information. |
|
 | Herr Capital Management, LLC
http://www.herrcapital.com/
Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary. |
|
 | Pauley Financial Services, Inc.
http://www.pauleyfinancial.com/
Fee-only financial planning and investment advisory firm. |
|
