I need a good FA - how do I go about finding one? 31 December 2014 at 7:35PM edited 30 November -1 at 1:00AM in Pensions, Annuities & Retirement Planning 4 replies 798 views

the_end_of_the_rainbow

Hi All

I need to review both my and my husband's pensions and our wills in respect of inheritance tax.

How can I find a good FA in my part of the country (Warwickshire).

I don't just want to pick one off the internet or out of the Yellow book so would prefer one that is recommended.

Can anyone suggest how I go about finding a reputable firm?

Many thanks.

PS Pension pots currently stand at £190,000 (husband age 52) and £121,00 (me age 48). We would like to both retire in approx. 8 years. Not sure if this has any impact on choosing the best FA

xylophone

If you can't get a personal recommendation try https://www.unbiased.co.uk/

for an Independent Financial Adviser.

kidmugsy

"Which" has started to publish a list of approved tradesmen. I wonder whether they could be persuaded to extend the idea to IFAs, or even solicitors.

the_end_of_the_rainbow

xylophone wrote: »

If you can't get a personal recommendation try https://www.unbiased.co.uk/

for an Independent Financial Adviser.

Many thanks:)

dunstonh

"Which" has started to publish a list of approved tradesmen. I wonder whether they could be persuaded to extend the idea to IFAs, or even solicitors.

I doubt it as they prefer to sell their own services. You dont seem to find any best buys in areas they retail themselves as.

can anyone suggest how I go about finding a reputable firm?

the unbiased site is the main one and has the greatest coverage. They only list independent and restricted but whole of market advisers.