IFA recommendation?
IFA recommendation?
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CAPP0

Original Poster:

20,855 posts

232 months

Friday 28th May 2021
quotequote all
On the basis that we all understand that IM is not an IFA and doesn't ever set itself out to be such, are there any recommendations from PHers for decent, creditable, dare I say honest, IFAs? Perhaps preferably in the SE but that's not a deal-breaker with today's technology options. A close relative needs a significant amount of guidance for a quite specific situation they are in; I'd be more than happy in principle to introduce them to IM but my sense is that even with the individual attention which Private Clients provides, this person will need their hand held more closely and specific advice provided right through the process, hence the need for an IFA.

outnumbered

4,870 posts

263 months

Friday 28th May 2021
quotequote all

We use Magus https://maguswealth.co.uk/

They are trustworthy in my experience and have provided very helpful planning for us. YMMV, obviously.

anonymous-user

83 months

Friday 28th May 2021
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I think many/most of the IFA's have broadly stopped posting here since the start of "sponsorship" of this forum.

I don't have a good enough memory to list their names but I think there was someone called DoubleSix who used to be a regular on here. I'm sure you could track him down (and others, there used to be several) to see if the particular question fits his expertise.

Groat

5,637 posts

140 months

Saturday 29th May 2021
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"Derek Chevalier".... aka https://cheveningfinancial.com/meet-the-team/noel-...

Has the big advantage of being a decent human being.


CAPP0

Original Poster:

20,855 posts

232 months

Saturday 29th May 2021
quotequote all
Thanks all.

I have actually been in touch with “Derek” in the past, I couldn’t recall whether he was an IFA or not, but that’s a good shout, thanks.