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I need a good FA - how do I go about finding one?
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the_end_of_the_rainbow
Posts: 225 Forumite


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
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
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Comments
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If you can't get a personal recommendation try https://www.unbiased.co.uk/
for an Independent Financial Adviser.0 -
"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.0
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If you can't get a personal recommendation try https://www.unbiased.co.uk/
for an Independent Financial Adviser.
Many thanks:)0 -
"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.0
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