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Topical Terminology > Financial Adviser



3 Definitions

Financial Adviser

For Financial Adviser we have terms and definitions in 3 topics. The topics are Auto Insurance, Car Insurance and Finance.



Financial Adviser (Auto Insurance)

There are two types of financial adviser; both recommend products and services that will help individuals plan their finances. An Independent Financial Adviser, or IFA, works on behalf of the client who can choose from any product or service. A Tied Agent works on behalf of a company and will only recommend their products.


Financial Adviser (Car Insurance)

There are two types of financial adviser; both recommend products and services that will help individuals plan their finances. An Independent Financial Adviser, or IFA, works on behalf of the client who can choose from any product or service. A Tied Agent works on behalf of a company and will only recommend their products.


Financial Adviser (Finance)

A professional offering financial advice to clients for a fee and/or commission.


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