financial adviser

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UESNYC
Posts: 4
Joined: Fri Sep 15, 2017 6:42 pm
 
 
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financial adviser

Postby UESNYC » Sat Sep 30, 2017 5:16 pm

Can someone recommend a financial adviser whom they have used in the past.

Thanks

newmother
Posts: 42
Joined: Wed Aug 07, 2013 2:08 pm
 
 
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Re: financial adviser

Postby newmother » Mon Oct 09, 2017 8:56 am

Mike Evans. He is excellent. Based in the City. I have used him for the the past 10 years.
email = mike.evans@thetengroup.co.uk

He has won numerous financial personal planning awards and happens to be a local dad as well.

JRobinson1
Posts: 27
Joined: Tue Apr 18, 2017 10:15 am
 
 
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Re: financial adviser

Postby JRobinson1 » Mon Oct 09, 2017 10:09 am

Hi, I can recommend James Leslie of JDL Wealth Management. Friendly, very knowledgeable and has done a great job for me and some of my friends.

James Leslie: James.Leslie@sjpp.co.uk
Direct Line: 02077441634

All best,

webfountainwebdesign
Posts: 59
Joined: Mon Mar 14, 2011 8:59 am
 
 
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Re: financial adviser

Postby webfountainwebdesign » Mon Oct 09, 2017 12:46 pm

Hi

I can recommend Balham based Jaips Rekhi who is with Ablestoke Financial Planning.

Jaips takes time to fully understand your financial situation/needs and then comes up with relevant and easy to understand advice.

Jaips' contact details: 020 3463 8835 / Jaips.R@ablestoke.com
Pete @ WebFountain WebDesign

wynyard
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Joined: Sun Oct 08, 2017 10:23 pm
 
 
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Re: financial adviser

Postby wynyard » Mon Oct 09, 2017 8:27 pm

An ex taxman.

actuallyadad
Posts: 224
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Re: financial adviser

Postby actuallyadad » Tue Oct 10, 2017 12:20 pm

They're all terrible. Incentivised by commission and protected by disclaimers. Basically like estate agents.

You're better off reading the Money section of the Sunday papers and looking at the websites like money supermarket etc etc.

NYE31
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Joined: Tue Dec 14, 2010 2:20 pm
 
 
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Re: financial adviser

Postby NYE31 » Tue Oct 10, 2017 5:48 pm

Try James Musker @ MDL, we have used him for years.

petal
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Re: financial adviser

Postby petal » Tue Oct 10, 2017 7:41 pm

You are talking rubbish "actually dad".... as if reading the financial times would sort out your finances.
Yes they do take commission but also make you money, so who cares? Assuming you'd not invest this without their advice.
Also, they offer loads of valuable advice that is not commission driven in any way.

OP
Currently usIng st James' place ( SJP )

brigittehalliday
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Joined: Tue Jul 31, 2012 2:28 pm
 
 
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Re: financial adviser

Postby brigittehalliday » Mon Oct 16, 2017 9:00 am

Hi I can whole heartedly recommend Catherine Simmonds from St James Place. She is probably the most highly qualified IFA I have met, brilliant at all aspects of investment, finance advice, tax planning. Really personable and friendly. Can't recommend highly enough. 020 7399 6889 mob 07967 204 386

Mrs Magpie
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Re: financial adviser

Postby Mrs Magpie » Sat Oct 21, 2017 4:45 pm

Another ringing endorsement for Catherine Simmonds of SJP. Highly qualified & super professional whilst being incredibly nice & down to earth.


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