financial adviser Post Reply

[UESNYC]

Can someone recommend a financial adviser whom they have used in the past.

Thanks

[newmother]

Mike Evans. He is excellent. Based in the City. I have used him for the the past 10 years.
email = mike.evans@thetengroup.co.uk

He has won numerous financial personal planning awards and happens to be a local dad as well.

[JRobinson1]

Hi, I can recommend James Leslie of JDL Wealth Management. Friendly, very knowledgeable and has done a great job for me and some of my friends.

James Leslie: James.Leslie@sjpp.co.uk
Direct Line: 02077441634

All best,

[webfountainwebdesign]

Hi

I can recommend Balham based Jaips Rekhi who is with Ablestoke Financial Planning.

Jaips takes time to fully understand your financial situation/needs and then comes up with relevant and easy to understand advice.

Jaips' contact details: 020 3463 8835 / Jaips.R@ablestoke.com

[wynyard]

An ex taxman.

[actuallyadad]

They're all terrible. Incentivised by commission and protected by disclaimers. Basically like estate agents.

You're better off reading the Money section of the Sunday papers and looking at the websites like money supermarket etc etc.

[NYE31]

Try James Musker @ MDL, we have used him for years.

[brigittehalliday]

Hi I can whole heartedly recommend Catherine Simmonds from St James Place. She is probably the most highly qualified IFA I have met, brilliant at all aspects of investment, finance advice, tax planning. Really personable and friendly. Can't recommend highly enough. 020 7399 6889 mob 07967 204 386

[Mrs Magpie]

Another ringing endorsement for Catherine Simmonds of SJP. Highly qualified & super professional whilst being incredibly nice & down to earth.