Independent Financial Advisor recommendations in Berkshire
Independent Financial Advisor recommendations in Berkshire
Author
Discussion

kkerr3

Original Poster:

87 posts

179 months

Sunday 12th March 2017
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Looking for IFA recommendations in the Berkshire area. Preferably personal recommendations. I am based in Windsor

citizensm1th

8,371 posts

167 months

Sunday 12th March 2017
quotequote all
my wife is P.A. to the southern area executive director for a national financial wealth management company

but you would be looking at a minimum investment value of circa £200,000

dalenorth

930 posts

197 months

Sunday 12th March 2017
quotequote all
I've got a lady I've used for many years, she always does what right for us and is fully independent. Pm me if you want her details?

davek_964

11,304 posts

205 months

Monday 13th March 2017
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Also interested in this. I'm on the Berkshire / Surrey / Hants border, and am absolutely sure my money is not working as it should!

bobclayton

131 posts

136 months

Monday 13th March 2017
quotequote all
I am an adviser working in that area, amongst others! PM me if I can help.

TFP

202 posts

245 months

Monday 13th March 2017
quotequote all
bobclayton said:
I am an adviser working in that area, amongst others! PM me if I can help.
OP asked for an IFA, which you're not.

bobclayton

131 posts

136 months

Tuesday 14th March 2017
quotequote all
TFP said:
bobclayton said:
I am an adviser working in that area, amongst others! PM me if I can help.
OP asked for an IFA, which you're not.
Indeed, I never said I was an IFA - I just said PM if I can help at all! Nothing wrong with offering a helping hand is there?

RowanF

74 posts

190 months

Tuesday 14th March 2017
quotequote all
Morning all,

I'm a Mortgage Broker in Newbury, Berkshire & can recommend a few IFA's (as I can't help personally!) depending on your preference for locality, I know a few in Newbury, Theale, Sandhurst etc.

Drop me a PM if you'd like a recommendation.