IFA recommendations please

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CarrieP
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IFA recommendations please

Postby CarrieP » Fri Aug 20, 2021 2:07 pm

Hello

I'd be very grateful for any independent financial adviser recommendations. I'm not really sure where to start with searching online and would prefer to go with a recommendation. 

Many thanks!
 
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VickyatKillik
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Re: IFA recommendations please

Postby VickyatKillik » Fri Aug 20, 2021 4:12 pm

Hi CarrieP

We would be happy to help. If you would like to book an appointment to discuss your circumstances you can email northcoteroad@killik.com or call 02073370591.

Look forward to hearing from you.

Kind regards,
Vicky Smallwood
Branch Coordinator

Killik & Co
125d Northcote Road
SW11 6PS
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ruthb viol
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Re: IFA recommendations please

Postby ruthb viol » Mon Aug 23, 2021 6:34 am

I would not hesitate to recommend Paul Stewart from Finura Partners. His offices are in the City, but he lives locally. He starts with modelling to pinpoint what you want/need; very knowledgeable and intelligent. 

https://www.finura.co.uk/team/paul-stewart/
 
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Financial Advisor
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Re: IFA recommendations please

Postby Financial Advisor » Mon Aug 23, 2021 8:03 am

I would recommend QI financial solutions. They have three advisers who are all chartered and two of them live locally (Tooting and Dulwich).

Being chartered means that they have the highest level of financial qualifications and their fees are a lot less than most other advisers from what I can tell.

Their number is 02086553322
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emmabayfield@me.com
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Re: IFA recommendations please

Postby emmabayfield@me.com » Mon Aug 23, 2021 8:25 am

Saroop Purewal is just so approachable. I couldn’t recommend her more highly. She’s on 07768 147107, lives locally.
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Mouseg44
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Re: IFA recommendations please

Postby Mouseg44 » Mon Aug 23, 2021 8:34 am

Hi

My father-in-law is an IFA, he works and lives locally and woul be more than happy to have a discussion with you. His mobile number is 07796 020 121. He's very good and will help you with most problems and if he can't help he'll pass you onto someone else who can. If you want his e-mail address please dm me.

Thanks and good luck
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Shaftesburymum
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Re: IFA recommendations please

Postby Shaftesburymum » Mon Aug 23, 2021 9:38 am

hello,

In part it depends on what you are looking for. Many will use lifetime cashflow modelling to plan for retirement, some are specialised in tax avoidance, some will offer various levels of service priced differently (for example you could consolidate pensions & start investing, without paying for full financial advice).

I found the Meaningful Money Podcast really helpful as a way to understand what I needed and what I was paying for. You don't need to listen to all of them, but if you pick the relevant "ultimate guides" they are very helpful and understandable, even to a novice.

https://meaningfulmoney.tv/?s=the+ultim ... g&cat=1842

I'm with EQ Investors and find them very good. Their fees are transparent and competitive, and they offer fully screened ESG portfolios. My investments with them have performed well and I'm much happier knowing that I'm not funding fossil fuels, tobacco firms, arms firms or many other industries that contribute to harming people or planet, which are standard with almost all investment portfolios. They are a B Corp, and are staff owned. I went to them after years with one that I didn't really like, and meeting with numerous others.

https://eqinvestors.co.uk/individuals

I also really like The Path, for similar reasons.

https://thepath.co.uk/?gclid=EAIaIQobCh ... gKXdPD_BwE

Both of these options will give you good financial advise, and the chance to invest in positive portfolios.

The Make My Money Matter org is also very helpful.
https://makemymoneymatter.co.uk

Good luck!

 
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brigittehalliday
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Re: IFA recommendations please

Postby brigittehalliday » Mon Aug 23, 2021 9:55 am

Hi Carrie
I can whole heartedly recommend my IFA Catherine, she is super smart, incredibly qualified and importantly is a lovely person. She has worked wonders with my financial situation. 
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Beebee100
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Re: IFA recommendations please

Postby Beebee100 » Mon Aug 23, 2021 12:40 pm

I have been using Akwasi Duodu for many years. He knows his stuff and is highly professional.  Send him a message (tell him I sent you his way).

akwasi@sterlingandlaw.com  07973 618 809

Good luck
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lwilliams2312
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Re: IFA recommendations please

Postby lwilliams2312 » Mon Aug 23, 2021 2:33 pm

https://www.penneyruddywinter.co.uk/  😊

Best wishes, 

Lucinda
 Lucinda WilliamsPrivate language tutor M: + 44 7949 245 335E: lucinda@privatelanguagetutor.comWwww.privatelanguagetutor.com
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DadSW11
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Re: IFA recommendations please

Postby DadSW11 » Tue Aug 24, 2021 2:02 pm

A recommendation here for Jaips Rekhi (07826 101718).

Based on the good feedback on him from this site, my wife and I recently got in touch with him to kick the tyres on our financial planning. We had never used a financial adviser before and he was incredibly friendly and knowledgeable and was very much focused on our financial planning rather than pushing us towards any particular product. He gave us some very good ideas and we definitely plan to use him again. Also very useful that his is also a local dad (Balham) so he has a good understanding of the financial priorities and objectives of families like ours.
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CarrieP
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Re: IFA recommendations please

Postby CarrieP » Wed Aug 25, 2021 1:54 pm

Thank you all for the recommendations! Very grateful.
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