20 Feb, 2008
Published: 12:23 Wednesday 20 February
By: Daniel Grote, New Model News Reporter
Financial planners in Northern Ireland have
reached out to the local accountant community in a bid to create
greater understanding between the two professions.
Accountants made up a significant portion of those attending the
latest meeting of the Northern Ireland branch of the Institute of
Financial Planning, after local advisers invited them along.
'We did it to let them see that financial planners do know their
stuff and have access to very good information,' said David
Crozier, certified financial planner at Northern Ireland firm
Navigator Financial Planning.
'Unfortunately, they still see us as life insurance salesmen. The
RDR gives us a great opportunity to build professionalism, and
accountants are largely unaware of that drive - it's a big
Those attending the meeting heard David Bowes from business
consultants Vantis give his views on share valuations.