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Independent Financial Advisor
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- Posts: 1
- Joined: June 26th, 2022, 10:26 am
Independent Financial Advisor
Can anyone recommend a good independent financial advisor preferably near to Burton on Trent. Derby and Lichfield nearby?
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- Lemon Quarter
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Re: Independent Financial Advisor
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.
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.
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- Lemon Slice
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Re: Independent Financial Advisor
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
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- Lemon Half
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Re: Independent Financial Advisor
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/
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- Lemon Slice
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Re: Independent Financial Advisor
These people might be able to suggest some names: https://www.evidenceinvestor.com/help/#content-help-1
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