IFA in Cardiff?
Discussion
Pension planning, investment advice, advice on balancing dividend vs salary, risks of leaving cash in my business, drawing up a will, buying property, etc etc...
Lots of the usual suspects for anyone running their own business I would imagine. Bit more complicated than I can manage myself. I have a Sipp, isas, some shares and some properties as well as loads of small pension pots. Need to consolidate and figure out a plan of action to make sure I can afford gin and rich teas when I hit retirement age!
Met with one guy on Cathedral Road who was ok but didn't really get the right feeling from him so wondering if anyone else has any personal experiences with IFAs in the city.
Lots of the usual suspects for anyone running their own business I would imagine. Bit more complicated than I can manage myself. I have a Sipp, isas, some shares and some properties as well as loads of small pension pots. Need to consolidate and figure out a plan of action to make sure I can afford gin and rich teas when I hit retirement age!
Met with one guy on Cathedral Road who was ok but didn't really get the right feeling from him so wondering if anyone else has any personal experiences with IFAs in the city.
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