As you have built and continue to run your business, we are sure you have sought advice and guidance from many professionals relating to your business and its finances such as your accountant or commercial lawyer. That same principle applies when it is your personal finances that are being considered and this is where you may wish to meet with investors or financial planners.

To clarify the difference is not easy as the two roles often overlap and you will even find two people advising on the same financial matters, with the first company designating them as a financial planner, and the second company calling theirs an investment planner.

In most cases, an investment planner is someone who, unsurprisingly, is an expert on investments, and a financial planner is an expert in several areas of personal finance, including investment planning. However, regardless of their job title, when choosing a financial or investment planner process of making the correct choice is identical in each case. For brevity and clarity, we will use the term ‘financial planner’ to represent both.

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