Sourcing an independent financial advisor?

[a311]

With one thing and another I've not got around to sitting down and doing some longer term financial planning but approaching 40 it's something I feel I should be sorting out.

I've a defined benefits pension, for years have concentrated on paying off the mortgage which will be done this year. I'm able to put a decent amount each month which I'm not getting much return on.

How does one going about sourcing an IPA? Google? Personal recommendations? Any on here?

I want to sit down with someone and do a full review and advise where best to invest excess income.

[dalenorth]

There certainly a few trusted IFAs on here. I use a lady who I have known for 15 years and she always does the right thing by our clients. Happy to share her details if you wish.

[Simpo Two]

a311 said:

How does one going about sourcing an IPA?

Freudian slip!

a311 said:

I want to sit down with someone and do a full review and advise where best to invest excess income.

Can't help, but note that planning and investing are different skills. But by all means hire one for a year to get a plan in place and the wheels turning.

[CharlesElliott]

You might want to try something like unbiased.co.uk