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

edited 30 November -1 at 1:00AM in Pensions, Annuities & Retirement Planning
4 replies 798 views
the_end_of_the_rainbowthe_end_of_the_rainbow Forumite
114 Posts
Part of the Furniture 100 Posts Name Dropper
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

Replies

  • xylophonexylophone Forumite
    38.2K Posts
    Part of the Furniture 10,000 Posts Name Dropper
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    If you can't get a personal recommendation try https://www.unbiased.co.uk/

    for an Independent Financial Adviser.
  • kidmugsykidmugsy Forumite
    12.7K Posts
    Tenth Anniversary 10,000 Posts Name Dropper Combo Breaker
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    "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:)
  • dunstonhdunstonh Forumite
    106.7K Posts
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
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    "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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