Can anyone recommend IFA Worcestershire?

joedog

Hi

I am self-employed and have a pension-linked endowment mortgage. Had mortgage and other policies through an independent financila advisor many years ago. Saw a different IFA about 12 years ago and yet another IFA a few years ago.

The first IFA went bust! Didn't really like the other two. They insisted on seeing me at my home and the meetings went on for hours.

Can anyone recommend an independent financial advisor in Worcestershire (preferably Pershore/Evesham area)?

Would really appreciate any advice.

joedog

Thanks for a quick reply. I see that your location is County Durham. I'm down in Worcestershire!

minimike2

Its not me....im not an IFA, just someone I know down near you.

You should also ask about friends and family, see if they can recommend anyone they have used.

joedog

Sorry!!!!

I have looked at local IFA's and would be really grateful if you could recommend one.

Thanks

dunstonh

They insisted on seeing me at my home and the meetings went on for hours.

Where did you want to meet them then?

Plus appointments going on for a couple of hours is quite common. It depends on whether you want to get as much done in one go or phase it over 3 or 4 visits.

joedog

The last advisor I saw the first time came to my home and asked me to have all paperwork I had available for mortgage and policies, etc. He stayed for at least 2-3 hours. He then sent me an in depth report of my current situation. He then called again for a few hours. We had a terrible job trying to get rid of him.

The one that I saw before that also came to my home and stayed for hours.

I think that the next time I see one, I would rather take all my paperwork to them.

Thanks,

Wutang_2

sounds like the adviser was thorough and professional...!!! if in doubt, get on the phone ansd they will send everything out to you.

Tiddler_2

try here

http://www.unbiased.co.uk/