One World Treasury's financial consulting services works to help clients better understand their assets and what they want those assets to do for them in the future. For example, if a client wants to save for retirement, but isn’t sure how, a financial consultant can recommend the type of retirement account to use, suggest specific investments and answer questions about how much to save.
Financial Consulting (Definition)
A financial consultant or advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.