Good investment advice

[bucksmanuk]

Hello
A few sage words are required by those a LOT more experienced in finance than me.
My sister has her business on the market, and after the BDL is paid back, taxes are paid, the mortgage on her house is paid off, and there is approximately £600K to invest- it is her ONLY pension.
She isn’t getting any sensible advice from her accountant (the practice is losing clients at an impressive pace), and these are her third bunch in 5 years. The previous 2 being terrible at sorting out her tax situation. All of them seem to line up unexpected tax bills for her. She got one last week for £3k just out of the blue. There isn’t anyone advising her on how to get her tax situation sorted and straightened out for the last year or 2 to minimise the subsidy to Mr. Osborne’s piggy bank.
Then there is the issue of what to do with the money (the 600K) afterwards, where to invest etc...
She realises that decent advice isn’t cheap.
My advice (for what it’s worth) to her is
1/3rd no risk – decent rate of return building society type account
1/3rd low risk – something else – errrr?
1/3rd higher risk - unit trusts
Can anyone point her in the direction of decent honest people who can do better?
She is in the North West, and so anyone local would be suitable. However, if the most suitable person/company is in London, then so be it.
Over to you clever boys and girls.

[ukshooter]

Sent you a PM.

Ian

[NorthDave]

There is loads in Manchester. Most banks have wealth management functions who will happily help.

I can also recommend Brewin Dolphin in Manchester.

[hughjayteens]

My cousin works for these guys and they always seem to do very well for their clients.

http://www.ajbell.co.uk/Home

Drop me a line through profile if you want his direct details.