Seeking FA in South Wales
Discussion
Evening All,
After 15 years of managing my own money I'm at the point where I think I could do with some help! I've not in a pickle, just the areas I'm looking at feel complex and sadly I don't have the time to get into the details, as much as I'd like to!
I'm seeking any recommendations for someone or a small firm that I can build a relationship with working on a few topics; diversifying/maximising my SIPP, efficient ways of doing holiday lets and grandparent trusts for the little ones...
We're based in Monmouthshire and I'd like someone I can meet face to face. I've got a short list from some desktop searching but was hoping one of you might have some recommendations - after all Sarnie was recommended to me via this site and that worked brilliantly.
I fully appreciate good advice isn't free.
Thanks in advance
After 15 years of managing my own money I'm at the point where I think I could do with some help! I've not in a pickle, just the areas I'm looking at feel complex and sadly I don't have the time to get into the details, as much as I'd like to!
I'm seeking any recommendations for someone or a small firm that I can build a relationship with working on a few topics; diversifying/maximising my SIPP, efficient ways of doing holiday lets and grandparent trusts for the little ones...
We're based in Monmouthshire and I'd like someone I can meet face to face. I've got a short list from some desktop searching but was hoping one of you might have some recommendations - after all Sarnie was recommended to me via this site and that worked brilliantly.
I fully appreciate good advice isn't free.
Thanks in advance
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