portfolio review

bigfreddiel

please recommend an organisation that can do an unbiased portfolio review on a fund of approx £350k - bestinvest offer a service - i'm looking for a review with recommendations.

cheers

fj

Browntrout_2

Buying a conservatory I'd go for three quotes, so why not for investments!

Alan Steel asset management

Hargreaves Lansdown Vantage service

and another IFA, possibly one on this board!

:money:

dunstonh

Any IFA can do it. Some will be cheaper than others. Some will be better than others. £350k needs an investment specialist IFA or discretionary invesmtent manager. It doesnt need a tied agent, salesforce employee or mortgage IFA.

Of course, I would say go for an NMA IFA as its generally the cheapest option and the NMA advisers tend to have better investment knowledge and experience over transactional IFAs (exceptions to the rule always apply). The FSA proposals on advisers has the top level adviser very much based on the NMA model.

FSA average charges/commission shows 1.8% on amount invested. Typical maximum is 3%. You could get that at 1% easily enough.

bigfreddiel

Browntrout wrote: »

Buying a conservatory I'd go for three quotes, so why not for investments!

Alan Steel asset management

Hargreaves Lansdown Vantage service

and another IFA, possibly one on this board!

:money:

Thanks for that - I agree get quotes from 3 - what is your experience with the ones you recommend?

fj