Kinds of professional
Choose the kind of help you need. Each kind lists the credentials AccountHouse can check for it, by country.
Financial planner
Plans a household's finances as a whole: cash flow, saving, protection, goals.
1 listedAccountant
Keeps, prepares or reviews accounts and financial statements.
1 listedTax advisor
Advises on tax and prepares or files returns.
None listed yetInvestment advisor
Advises on investments and portfolios.
None listed yetLicence checkedInsurance advisor
Advises on life, health, property and other insurance.
None listed yetLicence checkedMortgage advisor
Advises on home finance and arranges mortgages.
None listed yetLicence checkedWealth manager
Manages and advises on the wealth of a household or family.
None listed yetLicence checkedRetirement planner
Plans for retirement income, pensions and end-of-service savings.
None listed yet
AccountHouse provides the technology only. It does not give financial, investment, tax, insurance, mortgage or legal advice: any advice comes from the professional you choose.