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financial planner in American English a person whose business is advising individuals in the management of their financial affairs Examples of 'financial planner' in a sentencefinancial planner What you need is a financial planner.My sister is a financial planner who is doing really well.Her financial planner helped her develop realistic goals and get on a strict regime.You can get advice on all types of protection insurance from your financial planner or independent financial adviser.Herd is described on the website as a 'chartered financial planner' who has had 'excellent training'.A financial planner or stockbroker has a duty to find clients the best possible investments, those most suited to the client's unique needs.Consult a financial planner or tax adviser to see if there is scope to reduce the likely tax bill.If you can’t do the math, ask an accountant or financial planner to help.Under the new plan, those few who can afford it will agree a tasty fee with a highly qualified financial planner. |