finding an IFA
Discussion
I run a small one man graphic design business that has a decent stash in the bank and also in investments.
I'm considering releasing some of this from the company to fund the purchase of a bigger house, alternatively keep the flat I've got and let it out and buy a similar priced house. My accountant is good at keeping the books and taxation, but cannot offer any 'bigger picture advice'.
How should i go about finding someone to help me?
I'm considering releasing some of this from the company to fund the purchase of a bigger house, alternatively keep the flat I've got and let it out and buy a similar priced house. My accountant is good at keeping the books and taxation, but cannot offer any 'bigger picture advice'.
How should i go about finding someone to help me?
If you need Buy to Let advice then one of my colleagues would be able to help you. We are independent investment mortgage specialists. For further info our site is: http://www.kingswoodassociates.co.uk/
Other than that, doesn't your accountant have an IFA he can recommend? Personal recommendation between professionals is common within the finance trade.
Other than that, doesn't your accountant have an IFA he can recommend? Personal recommendation between professionals is common within the finance trade.
The IFA trade organisation runs its own website that will recommend local IFAs with experience in whichever field(s) you're after - www.unbiased.co.uk
The guy I use is amazing! Handles investments, mortgages, buy to let etc. Fairly large company and they tend to specialise in high net worth individuals and businesses I think but I have sent a few people to them.
The chap I deal with there is one of the partners. Lives in Essex, office just near Old Street and seems happy to travel for a client.
IM me if you would like his details. I'm seeing him in an hour from now so if you want m to mention you, say the word!
The chap I deal with there is one of the partners. Lives in Essex, office just near Old Street and seems happy to travel for a client.
IM me if you would like his details. I'm seeing him in an hour from now so if you want m to mention you, say the word!
[quote=mnewlyn]I run a small one man graphic design business that has a decent stash in the bank and also in investments.
I'm considering releasing some of this from the company to fund the purchase of a bigger house,
Does the money belong to you or the Company to make the investment?
I'm considering releasing some of this from the company to fund the purchase of a bigger house,
Does the money belong to you or the Company to make the investment?
Gassing Station | Business | Top of Page | What's New | My Stuff