Financial advisers in Bristol

Financial advisers in Bristol

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miniman

Original Poster:

24,967 posts

262 months

Tuesday 29th August 2006
quotequote all
Looking for a good financial adviser somewhere in Bristol to speak to about investments to provide long-term residential care. Any recommendations?

Ta...

pdV6

16,442 posts

261 months

Wednesday 30th August 2006
quotequote all
Try Tuan

Seriously, I've used Bradford & Bingley on Whiteladies Road a few times.
SplodgeS4 is in the financial business and might be able to point you in the right direction.

GI Jnr

1,903 posts

261 months

Wednesday 30th August 2006
quotequote all
pdV6 said:
Try Tuan

The man said "good"

Seriously, you'll struggle to find any of the high street bank/Building Societies that offer long term care products. Try a reputable IFA. Just remember to ask them lots of questions, including who much commission they're making...

Maybe go see a couple to get a benchmark/feel for it.

Tuan

miniman

Original Poster:

24,967 posts

262 months

Thursday 31st August 2006
quotequote all
Thanks Tuan. Problem is finding a reputable IFA when you don't know where to look! Any suggestions?

GI Jnr

1,903 posts

261 months

Friday 1st September 2006
quotequote all
miniman said:
Any suggestions?

IFA Promotions hold a database of IFA's in your local area. 0800 0853250. Give them a call, get two or three names and buzz ten to sound them out...

No first hand experience I'm afraid, so I can't help in that area personally.

Tuan

ewenm

28,506 posts

245 months

Friday 1st September 2006
quotequote all
miniman said:
Thanks Tuan. Problem is finding a reputable IFA when you don't know where to look! Any suggestions?

I'd recommend my IFA although she's not in Bristol. She's based near Banbury but will travel to meet you (she comes to Bath to meet me). She has been excellent organising my mortgages and investments. Email me if you want her details.
E.