Institute of Financial Planning Scottish Conference

Alan Dick CFP will be speaking at the IFP Scottish Conference on 14th and 15 November in Glasgow. Alan is a CERTIFIED FINANCIAL PLANNER professional, Chartered Financial Planner and principal of Forty Two Wealth Management the Glasgow Wealth Management and Financial Planning firm.

Alan will address the subject of risk profiling and ensuring investors attitude to risk and capacity for risk are adequately covered in a portfolio suitability recommendation.

The full agenda for the event can be found here

One Response to “Institute of Financial Planning Scottish Conference”

  1. Top Financial Planner

    The best planner will take his cues from you. Before you hire someone, identify the financial goals you want to meet, your assets and liabilities, your risk tolerance, and investment style. Are you self-directed or do you want specialized help?

    Reply

Leave a Reply