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I need a good FA - how do I go about finding one?

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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

Comments

  • xylophone
    xylophone Posts: 45,600 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    If you can't get a personal recommendation try https://www.unbiased.co.uk/

    for an Independent Financial Adviser.
  • kidmugsy
    kidmugsy Posts: 12,709 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    "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.
    Free the dunston one next time too.
  • xylophone wrote: »
    If you can't get a personal recommendation try https://www.unbiased.co.uk/

    for an Independent Financial Adviser.


    Many thanks:)
  • dunstonh
    dunstonh Posts: 119,595 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    "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.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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