Recommendations for IFA (for investments and pensions) Post Reply

[S Bhatt- Preston]

Does anyone have recommendations for an excellent Independent Financial Adviser please? Thanks!

[falconmum]

oohh.....I am following as well....

[Bubs]

We've used St James's Place on a personal level and found them useful for what we needed.

http://www1.sjp.co.uk/find-a-partner/lo ... ion-office

Also work in pensions, and often we refer people to Close Brothers or Hargreaves Lansdown who have some great specialists in specifically tax, pensions and associated investment.

http://www.closebrothers.com/products-s ... management

http://www.hl.co.uk/

[firsttimerSW11]

And me!

[Sunny007]

I would definitely recommend Martin Lavelle - he's just helped us with a really complicated mortgage and negotiated a fantastic borrowing rate for us. He has also organised our pensions, which we were very happy with too.

Martin Lavelle DipFA, MAQ
Financial Adviser
Mob: 07855 790 794
Tel: 0845 226 2831
Email: martin.lavelle@piafs.co.uk

[mamabel]

you could look at

http://lordifa.co.uk/index.html

Julian Lewis-Jones

(He's my husband so I hope is financial advice is good as thats where my moneys going!)

[Coffeegirl]

Hi
For mortgages, I (and now most of my friends and family) have been using these guys for several years.
They also provide the full IFA service but I haven't really needed to use it.

Hiren Shah, Kimberley Finance
Direct Line: 020 8931 1555 (Ext: 210)

[hayleybalmers]

My husband, David Berry, works with St James's Place and has been in 'the business' for 15 years.
A large amount of his clients are based around the Nappy Valley and he is classed as both an investment and pensions expert by the regulators (he is a Chartered Financial Planner)
If you want to have a look at his website it is www.dbwealth.co.uk