Financial Advisor

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Jim B
Posts: 1424
Joined: Wed Dec 28, 2016 5:42 am

Financial Advisor

Post by Jim B » Wed Aug 02, 2017 6:39 pm

Anyone know of a reputable financial adviser that they would recommend that can deal with a Pension in the UK please?

Many thanks in anticipation.

Jim

surreyboy
Posts: 212
Joined: Wed Dec 28, 2016 9:56 am

Re: Financial Advisor

Post by surreyboy » Wed Aug 02, 2017 7:40 pm

Rare as hen's teeth!

Try Lou Cunningham at Blevins Franks, but don't say I said so!

Lee
Posts: 11
Joined: Wed Mar 15, 2017 9:09 pm

Re: Financial Advisor

Post by Lee » Wed Aug 02, 2017 10:36 pm

One needs to do their homework, there are charlatans operating. There are some transparent fee based firms available. I would suggest you look for an adviser who is UK 'Level 4' qualified preferably. There are about 10 on the island I would suggest.

Fortunately many of the unqualified ex Devere salesman are getting routed out.
I have pm'd you Jim.
Kind regards
Lee

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