Recommendations For Financial Advisers

HorseMonkeyMagnet

Hi Everyone,

A post i made previously (ID 4864948) has recommended that I seek out a financial adviser. We have had a bad experience with one in the past and I would really appreciate a good recommendation.

I live in the SK9 area, the main requirements is that it will be someone who can accommodate a deaf person and who is willing to give me POA from the beginning.

My mother is deaf and has a hard time understanding forms and banks etc, she has also received a large inheritance that she doesn't know how to manage. I am trying to help her manage it (hence why I would need POA) but at the same time I want to empower her as much as possible to be able to deal with the money herself.

For the moment I have set up internet banking for her and she has got to grips with that so I am keen to investigate anything that will help me follow those lines. Having anything that is strictly phone organised is out of the question and anything that we could do face to face locally would be ideal

Linton

Suggest you look at https://www.unbiased.co.uk to get a shortlist of a few suitable local IFAs, and have a free preliminary meeting with each. If you havent got POA I think your mother should be there.

Its not up to the IFA to give you POA, you get POA through a legal process that you can manage yourself or with the aid of a solicitor. You will need to ask the IFA whether he/she will deal with you without POA.