Can anyone recommend a financial advisor?

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theduchess1977
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Can anyone recommend a financial advisor?

Postby theduchess1977 » Tue Apr 19, 2016 10:59 am

Hi

Can anyone recommend a financial advisor please? We are currently buying a property but I own one with my sister which she lives in and need some advice around stamp duty

thanks
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Annabel (admin)
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Re: Can anyone recommend a financial advisor?

Postby Annabel (admin) » Fri Apr 22, 2016 11:13 am

Hi
This thread from before has the details of Jaips

http://www.nappyvalleynet.com/mums/view ... hp?t=67744

Hope it's helpful!
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Pamf1979
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Re: Can anyone recommend a financial advisor?

Postby Pamf1979 » Mon Apr 25, 2016 7:26 am

Hi, hope this is ok to post but I am an independent mortgage advisor and would be happy to help if I can...feel free to contact me on pam@chinefinancial.co.uk or call on 07958 753584.
Hope to hear from you, Pam
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liliwakefield
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Re: Can anyone recommend a financial advisor?

Postby liliwakefield » Mon Apr 25, 2016 12:37 pm

If you're a Which? member, you can get free advice from their Money Helpline
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actuallyadad
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Re: Can anyone recommend a financial advisor?

Postby actuallyadad » Mon Apr 25, 2016 3:06 pm

AVOID St James's place. Used them twice and they are clueless. You might as well just read the money section of The Sunday Times.
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Hattie
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Re: Can anyone recommend a financial advisor?

Postby Hattie » Tue May 03, 2016 8:05 am

I think as a Which? member you only get the financial advice if you buy their financial advice bit on top of your standard membership. I tried it as a member and was told to buy the "other" subscription.
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staggerlee
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Re: Can anyone recommend a financial advisor?

Postby staggerlee » Tue May 03, 2016 4:09 pm

Hello, I've lived in Du Cane Court for thirty years, if you want totally solid reliability my family has used for over a hundred years, me for 30:
WT Fry Group, Crescent House, Crescent Road, Worthing, BN11 1RN or google it. They come to London or you can go there. They have increased £40 000 to £110 000 for me in 30 years. So not exciting, and they do charge, but they are very personable and ethically correct in every way. Your money will go into a completely separate package by Nucleus as a wrap to ensure the advisor can't mess around, and accountable to you, checkable on the net instantly. Not exciting but not dodgy.
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staggerlee
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Re: Can anyone recommend a financial advisor?

Postby staggerlee » Tue May 03, 2016 4:15 pm

I should also point out I've had 35000 in income from them too over the years. :|
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KCL@RP
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Re: Can anyone recommend a financial advisor?

Postby KCL@RP » Tue May 03, 2016 7:22 pm

Hi

I use Just Us Financial Solutions and they're very helpful / proactive. Speak to Dominic Hennessy - 02075625767 / dom@jufs.co.uk.

Hope this helps

Kenelm
Director
RUN PROJECTS
http://www.runprojects.co.uk
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newmother
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Re: Can anyone recommend a financial advisor?

Postby newmother » Wed Apr 05, 2017 1:09 pm

Mike Evans is excellent and a local father as well.

mike.evans@thetengroup.co.uk
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