Goals Based Financial Planning

Class [36]
Insurance & Financial Services

Accident insurance;Administration of employee benefit plans;Administration of financial affairs;Administration of fund investment;Administration of funds and investments;Administration of group insurance;Administration of group insurance plans;Administration of insurance business;Administration of insurance plans;Administration of insurance portfolios;Administration of investment funds;Administration of mutual funds;Administration of pension funds;Administration of pension schemes;Administration of pre-paid health care plans;Administration of savings accounts;Administration of shares;Administration of trusts;Administrative services relating to investments;Advice on finance during retirement;Advice on finance for retirement;Advice relating to investment during retirement;Advice relating to investment for retirement;Advice relating to investments;Advisory services relating to financial asset management;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to financing;Advisory services relating to insurance contracts;Advisory services relating to life insurance;Advisory services relating to mutual funds;Advisory services relating to unit trusts;Annuity services;Arranging insurance;Arranging investments, in particular capital investments, financing services and insurance;Arranging of financial investments;Arranging of insurance;Arranging of investments;Arranging of life insurance;Asset allocation;Asset and portfolio management;Asset management;Assurance (Life -);Brokerage;Brokerage advisory services relating to insurance;Brokerage (Financial -);Brokerage (Insurance -);Brokerage of insurance;Brokerage of non-life insurance;Brokering of financial services;Capital investment advisory services;Capital investment consultation;Capital investment consulting;Capital investment fund management;Consultancy and brokerage services relating to health insurance;Consultancy and brokerage services relating to life insurance;Consultancy services relating to financial investment;Consultancy services relating to insurance;Consultancy services relating to investment;Consultation services relating to financial matters;Consultations [financial];Consultations [insurance];Consultations relating to investment;Consulting and information concerning insurance;Dental health insurance administration;Endowment insurance services;Equity capital investment;Evaluation (Financial -) [insurance, banking, real estate];Financial administration of a private dental plan;Financial administration of employee pension plans;Financial advice;Financial advice and consultancy services;Financial advice relating to employee share schemes;Financial advice relating to income tax;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to settlements;Financial advice relating to share option schemes;Financial advice relating to tax planning;Financial advice relating to taxation;Financial advice relating to trusts;Financial advice relating to wills;Financial advisory and consultancy services;Financial advisory and management services;Financial advisory services;Financial advisory services for companies;Financial advisory services for individuals;Financial advisory services provided for bankers;Financial advisory services provided for controllers;Financial advisory services relating to assets management;Financial advisory services relating to life assurance;Financial advisory services relating to retirement plans;Financial advisory services relating to securities;Financial advisory services relating to tax;Financial affairs;Financial affairs services;Financial analyses;Financial analyses (Preparation of -);Financial analysis;Financial analysis and consultancy;Financial analysis and research services;Financial analysis services;Financial analysis services relating to investments;Financial and investment consultancy services;Financial appraisal;Financial appraisal services;Financial appraisals;Financial appraisals and valuations;Financial assessments;Financial asset management;Financial brokerage;Financial consultancy;Financial consultancy and advisory services;Financial consultancy and information services;Financial consultancy and insurance consultancy;Financial consultancy services;Financial consultancy services relating to investments;Financial consultation;Financial consultation services;Financial consulting;Financial consulting and advisory services;Financial consulting services;Financial evaluation;Financial evaluation and analysis;Financial evaluation for insurance purposes;Financial evaluation for reinsurance purposes;Financial evaluation [insurance, banking, real estate];Financial evaluation services relating to insurance;Financial evaluations;Financial evaluations [banking];Financial exchange services;Financial forecasting;Financial fund management;Financial information;Financial information and advisory services;Financial information and evaluations;Financial information, data, advice and consultancy services;Financial information for investors;Financial information management and analysis services;Financial information processing;Financial information services;Financial information services relating to individuals;Financial intermediary services;Financial investment;Financial investment advisory services;Financial investment analysis and stock research;Financial investment brokerage;Financial investment fund services;Financial investment management services;Financial investment research services;Financial investment services;Financial investments;Financial management;Financial management advisory services;Financial management and planning;Financial management for businesses;Financial management of collective investment schemes;Financial management of companies;Financial management of employee pension plans;Financial management of funds;Financial management of pensions;Financial management of share accounts;Financial management relating to investment;Financial management services;Financial management services provided via the Internet;Financial management via the Internet;Financial planning;Financial planning and investment advisory services;Financial planning and management;Financial planning for retirement;Financial planning relating to school fees;Financial planning services;Financial planning services relating to building projects;Financial planning services relating to taxation;Financial portfolio management;Financial reports (Preparation of -);Financial research;Financial research services;Financial savings services;Financial services;Financial services provided over the Internet and telephone;Financial services provided to partnerships;Financial services related to house purchase;Financial services relating to business;Financial services relating to insurance;Financial services relating to international securities;Financial services relating to investment;Financial services relating to mortgages;Financial services relating to pensions;Financial services relating to personal equity plans;Financial services relating to property;Financial services relating to savings;Financial services relating to wealth management;Financial services rendered by insurance companies;Financial strategy consultancy services;Financial transaction services;Financial transactions;Financial trust administration;Financial trust planning;Financial valuation services;Financial valuations;Financing services relating to dental care;Fund investment;Fund investment consultation;Fund investment management;Fund investment services;Fund investments;Fund management;Fund management for private clients;Fund management services;Fund transfer;Fund transfers;Funds investment;Funds management;Funds management services;Funds transfer;Funds transfer (Electronic -);Funds transfer services;Health insurance;Income tax advice;Income tax advice [financial];Independent financial planning advice;Information (Financial -);Information (Insurance -);Insurance;Insurance administration;Insurance advice;Insurance advisory services;Insurance and financial information and consultancy services;Insurance (Arranging of -);Insurance arranging services;Insurance brokerage;Insurance brokerage consultancy and information;Insurance brokerage services;Insurance brokering;Insurance brokers (Services of -);Insurance broking;Insurance consultancy;Insurance consultation;Insurance consultation services;Insurance for businesses;Insurance information and consultancy;Insurance research;Insurance services;Insurance services relating to life;Insurance services relating to pension funds;International fund investment;Investment advice;Investment analysis;Investment asset management;Investment consultancy;Investment consultation;Investment consultations;Investment fund management;Investment fund services;Investment fund transfer and transaction services;Investment information;Investment management;Investment management of funds;Investment management services;Investment of capital (Services for -);Investment of funds;Investment of funds for others;Investment of funds (Services for -);Investment portfolio management services;Investment research;Investment services;Investment trust services;Life assurance;Life assurance brokerage;Life assurance consultancy;Life assurance services;Life insurance;Life insurance brokerage;Management of funds;Management of investment funds;Management of investment portfolio;Management of investment portfolios;Management of investments;Management of unit trusts;Pension advisory services;Pension consultancy;Pension fund administration;Pension fund administration services;Pension fund financial management;Pension fund investment management;Pension fund management;Pension fund services;Pension funds;Pension investment management;Pension management services;Pension plan services;Pension planning;Pension planning services;Pension scheme services;Pension services;Pensions consultancy;Personal equity plan investment;Personal equity plan management;Personal financial planning;Personal financial planning advisory services;Personal financial planning services;Personal insurance services;Planning services relating to life assurance;Planning services relating to pensions;Portfolio management;Portfolio management services (Investment -);Preparation and analysis of financial reports;Preparation of financial analyses relating to bond markets;Preparation of financial analysis;Preparation of financial reports;Preparation of financial reports and analysis;Private client investment services;Private client unit trust administration services;Private client unit trust management services;Private equity fund investment services;Private health insurance;Private placement and venture capital investment services;Providing information, consultancy and advice in the field of financial valuation;Providing information in insurance matters;Providing information relating to insurance;Providing information relating to life insurance brokerage;Providing insurance information;Providing investors with financial information;Provision of financial advice;Provision of financial information;Provision of financial information relating to shares;Provision of financial services by means of a global computer network or the internet;Provision of information relating to financial services;Provision of information relating to insurance;Provision of information relating to insurance and financial services;Provision of insurance information;Provision of investment information;Provision of investment savings plans;Provision of investment services;Provision of life assurance services;Provision of pension information;Provision of pension schemes;Provision of tax advice [not accounting];Research (Financial -);Research (Insurance -);Research services relating to investment;Savings account services;Savings accounts services;Savings scheme services;Savings schemes relating to health;Savings schemes relating to health care;Savings schemes relating to health insurance;School fee planning services;School fees investment services;Tax consultancy [not accounting];Tax planning [not accounting];Tax services [not accounting];Taxation consultancy services [not accounting];Trust advice;Trust investment services;Trust services;Unit trust investment;Unit trust management;Unit trust services;Valuations (Financial -);Variable annuity investment services;Variable insurance investment services;Venture capital and project capital investment services;Venture capital (Services for the finding of -);Wealth management.