Recommend a Financial Advisor

Recommend a Financial Advisor

Author
Discussion

caz_manc

Original Poster:

525 posts

196 months

Wednesday 10th June 2009
quotequote all
I know there are loads of sites out there that can recommend one, but the problem is how do you know you are getting a good one.

So the idea is to ask you lot!

Have you had a good experience with a good financial advisor? The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.

Any recommendations would be great.

Cheers

p.s. In the Manchester Area


Edited by caz_manc on Wednesday 10th June 16:38

caz_manc

Original Poster:

525 posts

196 months

Friday 12th June 2009
quotequote all
Eric Mc said:
You need to be clear about what you mean by "Financial Adviser".

They tend to come in different categories - accountants (like me) or independent investment advisers.
Accountants are better when it comes to general accounts and tax advice, IFAs when it comes to chosing where to invest your money.
Is this not enough?

The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.