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Independent Financial Advisor

Investment discussion for beginners. Why you should invest your money, get help getting started
datadezign
Posts: 1
Joined: June 26th, 2022, 10:26 am

Independent Financial Advisor

#509703

Postby datadezign » June 26th, 2022, 10:31 am

Can anyone recommend a good independent financial advisor preferably near to Burton on Trent. Derby and Lichfield nearby?

csearle
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Re: Independent Financial Advisor

#509728

Postby csearle » June 26th, 2022, 12:09 pm

Hi datadezign, welcome to The Lemon Fool!

I have moved your post here in the hope that it will attract a response. Fingers crossed!

Chris
PS It might be worth mentioning your attitude to investment-risk here, as the posters are pretty much as independent as you can get. They might be able to arm you for your visit with your advisor.

yorkshirelad1
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Re: Independent Financial Advisor

#509734

Postby yorkshirelad1 » June 26th, 2022, 12:28 pm

datadezign wrote:Can anyone recommend a good independent financial advisor preferably near to Burton on Trent. Derby and Lichfield nearby?


May not be exactly what you're looking for, as it's "wealth managers" not IFA, but the article is a general good read on how to pick an adviser with lots of charts on fees and charges etc, but there was an article in yesterday's (Sat 25 June 2022) FT "How to pick the right wealth manager for the 2020s"
https://www.ft.com/content/14d0287f-d33d-427c-9d29-84aa38431cb2

The FT has a paywall, but you can see the article via Google:
https://www.google.co.uk/search?q=site%3Aft.com+%22wealth+manager%22+2020s

pje16
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Re: Independent Financial Advisor

#509747

Postby pje16 » June 26th, 2022, 1:15 pm

datadezign wrote:Can anyone recommend a good independent financial advisor preferably near to Burton on Trent. Derby and Lichfield nearby?

Why is location important?
I have been with my one for years and although we have had face to face meetings, we now do it via Teams or Zoom
PS
https://www.saltus.co.uk/

JohnW
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Re: Independent Financial Advisor

#509886

Postby JohnW » June 27th, 2022, 12:32 am

These people might be able to suggest some names: https://www.evidenceinvestor.com/help/#content-help-1


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