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IFA - Fisher Investments?

Jaguar_Skills
Posts: 557 Forumite


Hi all, I’ve got to a point where I think it would be sensible to have an IFA taking some control over some things in my life, pensions, ISAs, tax shelters, insurances etc
I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now. I’ve just given them the LOA to speak to my pension provider but I’ve just started doing a bit of research into them and their reviews are terrible. Does anyone know much about them?
I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now. I’ve just given them the LOA to speak to my pension provider but I’ve just started doing a bit of research into them and their reviews are terrible. Does anyone know much about them?
I also had a meeting with a local IFA who I got on amazingly well with so I’m leaning towards him.
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Comments
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No reliance should be placed on the above! Absolutely none, do you hear?0
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I was getting loads of adverts for Fisher popping up on my social media and Google searches, they were very persistent and from the info they gave I can see why the reviews are so poor. Beware that some of the reviews do also seem to be for scam companies unrelated to Fisher claiming they can recover funds lost.Remember the saying: if it looks too good to be true it almost certainly is.0
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This may be of interest, check you are talking to the real company https://www.fca.org.uk/news/warnings/fisher-investments-clone-fca-authorised-firm
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Jaguar_Skills said:Hi all, I’ve got to a point where I think it would be sensible to have an IFA taking some control over some things in my life, pensions, ISAs, tax shelters, insurances etc
I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now. I’ve just given them the LOA to speak to my pension provider but I’ve just started doing a bit of research into them and their reviews are terrible. Does anyone know much about them?I also had a meeting with a local IFA who I got on amazingly well with so I’m leaning towards him.1 -
I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now. I’ve just given them the LOA to speak to my pension provider but I’ve just started doing a bit of research into them and their reviews are terrible. Does anyone know much about them?Fisher investments are not IFAs. The are restricted FAs of their own investments.I’ve got to a point where I think it would be sensible to have an IFA taking some control over some things in my life, pensions, ISAs, tax shelters, insurances etcSo, that would rule out Fisher investments then.
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.4 -
Jaguar_Skills said:Hi all, I’ve got to a point where I think it would be sensible to have an IFA taking some control over some things in my life, pensions, ISAs, tax shelters, insurances etc
I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now. I’ve just given them the LOA to speak to my pension provider but I’ve just started doing a bit of research into them and their reviews are terrible. Does anyone know much about them?I also had a meeting with a local IFA who I got on amazingly well with so I’m leaning towards him.
But... if you're happy with everything Fisher does then you could consider them, wait and see what they come up with?0 -
Fisher are well known in the US for expensive and restrictive investments, they are not an IFA!!!! I would avoid them or anyone using their name. If you go with them they will take lots of your money and you will only have yourself to blame.“So we beat on, boats against the current, borne back ceaselessly into the past.”1
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I would avoid Fisher Investments, try find an IFA (independent financial advisor)."If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” Warren Buffett
Save £12k in 2025 - #024 £1,450 / £15,000 (9%)1
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