how to find a financial advisor?

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Clippy replied

10 December 2009, 16:36
Try this.
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Maslins replied

10 December 2009, 15:11
Originally posted by Olly View Post

like it says on the tin really...anyone got adivce on how to go about finding a good financial advisor please?

I was saving up for a house, still am I guess, but it looks a long way off as I'm probably going to rent in Germany for a while.

What do I do with the mix of ISAs, Premium bonds, retained profits, couple of shares etc. We're not talking mega bucks - perhaps £200K in total but I think it could do with a shake up nevertheless.

Thanks

If you've got an accountant I'd ask them for recommendations. We get loads of IFAs pestering us, as they think all our clients must have £millions in the bank. I'm sure I know which ones I'd recommend and which ones I'd advise you to steer well clear of. Your accountant will probably be in a similar position.

£200k will be easily enough to get most independent IFAs pretty excited, but I'd steer clear of the big boys, as a depressingly large amount will disappear into their fees.
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Olly started a topic how to find a financial advisor?

10 December 2009, 13:20
how to find a financial advisor?

like it says on the tin really...anyone got adivce on how to go about finding a good financial advisor please?

I was saving up for a house, still am I guess, but it looks a long way off as I'm probably going to rent in Germany for a while.

What do I do with the mix of ISAs, Premium bonds, retained profits, couple of shares etc. We're not talking mega bucks - perhaps £200K in total but I think it could do with a shake up nevertheless.

Thanks
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