Recommendations for good IFA near Camberley?

Recommendations for good IFA near Camberley?

Author
Discussion

davek_964

Original Poster:

8,809 posts

175 months

Monday 4th September 2017
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Hopefully mods will leave this in the Thames Valley area, because although it's financial - an IFA in Scotland wouldn't really help me.

Has anybody used / can recommend a decent IFA in the area local to Camberley? I have decent savings - which do absolutely nothing. About 40% is invested in shares (mostly ISA) in an account managed by a high street bank. Another 40% are in an instant access cash ISA, which obviously pays about 0.00001% interest. And 20% is in an instant access savings account which pays even less.

I've been meaning to address this for years, and think I finally need to do something about it. Apparently, my money should be "working for me" - and at the moment, it's really not!

dreamer75

1,402 posts

228 months

Thursday 14th September 2017
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I can recommend my guy - I've only really used him for ISA and pension, but he seems good. He's based in Camberley.

http://www.burgessboon-ifa.co.uk

krisdelta

4,566 posts

201 months

Sunday 17th September 2017
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We use Steve at Regency, very sensible, level headed guy - he's looking after our pensions and investments for us and making a great job of it. His office is in Egham but he lives in Woking.

http://www.regencyinvestment.com/staff-directory/s...

TimCrighton

996 posts

216 months

Friday 22nd September 2017
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Sonia Wheeler at Essential Wealth. They are near Newbury. Excellent.

ewand

775 posts

214 months

Sunday 24th September 2017
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Biased, but my Missus is MD of www.pfcthamesvalley.co.uk in Wokingham smile