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Lost portfolio
DAKOTA45
Posts: 592 Forumite
Hi all… I wonder if anyone has had any dealings with a company called Burke Ford Reed?
Many years ago we allowed one of their financial advisors to get us involved in all sorts of stuff… they arranged mortgages, insurances, pensions, etc., for us.
We were not very financially astute, being very young and just went along with all the advice.
We now think that some of this advice was bad, but we can't find our portfolio…
The company seems to have changed names along the way, and now looks to have folded...we are wondering how to trace all the products they set us up with? Long shot, but most importantly, there was an endowment policy for a mortgage, etc.. (I know the name of the IFA and he is on Linkendin).
Many years ago we allowed one of their financial advisors to get us involved in all sorts of stuff… they arranged mortgages, insurances, pensions, etc., for us.
We were not very financially astute, being very young and just went along with all the advice.
We now think that some of this advice was bad, but we can't find our portfolio…
The company seems to have changed names along the way, and now looks to have folded...we are wondering how to trace all the products they set us up with? Long shot, but most importantly, there was an endowment policy for a mortgage, etc.. (I know the name of the IFA and he is on Linkendin).
0
Comments
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we are wondering how to trace all the products they set us up with?
Look at your own files (perhaps bank statements showing monthly payments).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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