Financial Advisor

[Muteswan]

Any recommendations based on personal experience for a financial advisor?
I remember that there was a discussion on here a while ago but can’t find it now. I’m thinking of moving away from the place I’m with now due to the sale of the business to another company and there’s a thought they may be selling on again.
Cheers.

 

[PSumbler]

Any recommendations based on personal experience for a financial advisor?
I remember that there was a discussion on here a while ago but can’t find it now. I’m thinking of moving away from the place I’m with now due to the sale of the business to another company and there’s a thought they may be selling on again.
Cheers.

depending what you want but one of my good friends and chair of the running club I attend is a director of this firm

https://www.cbkwales.co.uk/about

His contact details will be on the site and happy for you to say I passed his details on.

 

[Muteswan]

Thanks Phil for the quick reply.

 

[Squarebear]

The thing with such recommendations is that it's a long-term relationship.

A good friend raved about his FA, but ten years down the line he practically wanted the bloke dead.

 

[Robbie]

Took my Pension out of TATA in 2017 , at that time it was a minefield looking for a reliable FA .
It was a well documented fact that a lot of Organisations were at that time , hell bent on getting investors cash by whatever means , even dirty tricks .

I believe the Industry has now tried to clear up its own act and weeded out the rogues . Took me nearly a year to find a firm I was happy with , some colleagues were not so lucky .

Background checks and due diligence checks are a must , if not fully happy with a prospective FA plan , walk away .