Financial Advisor Reccomendation's.

Financial Advisor Reccomendation's.

Author
Discussion

traffman

Original Poster:

2,263 posts

209 months

Sunday 24th August 2014
quotequote all
I have recently become a part beneficiary to my Grandparents Estate. The solicitor is finalising the Probate papers. Fingers crossed mid Sept.

So there's a few thing's to be finalised .

My Mother sadly is in a care home as she suffers from early sign's of possible dementia .

I have agreed to myself having financial deputyship over my Mother's finacial affairs .

Soo as we reside in Scotland , i would like to know if anyone has any reccomendation's for a reputable financial advisor.

My appointed solicitor could possibly have someone in mind , but i would happily take independent reccomendation's .

Thank's in advance.

dalenorth

823 posts

167 months

Monday 25th August 2014
quotequote all
I've got a good one, but not based anywhere near Scotland. They do a lot of work remotely though, so pm me if you want there details.

traffman

Original Poster:

2,263 posts

209 months

Monday 25th August 2014
quotequote all
Thank you kindly.

Mr Trophy

6,808 posts

203 months

Monday 25th August 2014
quotequote all
Where in Scotland are you?

You can also use this too - http://www.unbiased.co.uk/

traffman

Original Poster:

2,263 posts

209 months

Monday 25th August 2014
quotequote all
I am near Falkirk , so pretty Central to Edinburgh and / or Glasgow.

Ginge R

4,761 posts

219 months

Wednesday 27th August 2014
quotequote all
Traffman,

Make sure your adviser is suitably experienced in Long Term Care matters as well, as well as local (Scottish) law and regs.

http://www.unbiased.co.uk/advice-on/long-term-care

FordMan1

483 posts

189 months

Wednesday 27th August 2014
quotequote all
traffman said:
I am near Falkirk , so pretty Central to Edinburgh and / or Glasgow.
Executive Benefit Consultancy in Glasgow at Blythswood Square are good.

EBC on google.

traffman

Original Poster:

2,263 posts

209 months

Wednesday 27th August 2014
quotequote all
Thank you both , i shall have a look .

s2kjock

1,685 posts

147 months

Sunday 7th September 2014
quotequote all
I have worked with these guys before, who are central Edinburgh based:

http://chienefinancial.co.uk/