Financial Advisors

[ICSD]

Having fallen out with one recently, I wondered if anyone had any recommendations (South/South East) for good people able to deal with 6 figures plus investments, inheritance tax, wills etc.

[srebbe64]

These guys are good:

www.parnellfisherchild.co.uk/

[leosayer]

These people aren't independent, but worth a look...

www.sjp.co.uk

[smithsi]

www.welbeckwealth.com/index.asp

[jacobyte]

www.rosan-ifa.com are recommended by me.

[jacobyte]

smithsi said:

www.welbeckwealth.com/index.asp

I hope their financial advice is better than their website.

[ICSD]

leosayer said:

These people aren't independent, but worth a look... www.sjp.co.uk

Been looking at these - do you have experience of them as they seem very interesting.

[gasblaster]

Depends what you're after. If you want a 'big name' then I would go with HSBC Private Clients

www.ukpersonal.hsbc.co.uk/hsbc/private_clients

[leosayer]

ICSD said:

leosayer said: These people aren't independent, but worth a look... www.sjp.co.uk Been looking at these - do you have experience of them as they seem very interesting.

Yes I have critical illness and life policies with them and they wrote my will. I'm happy enough with the service although I do get the impression that I would also benefit from an impartial accountant's advice as well, just to 100% sure. They certainly fit the bill for your requirements.

I don't use them for investments as I already work for an investment company. If you contact them, speak to Fulva and say Leo sent you

[maserati3200gt]

leosayer said:

These people aren't independent, but worth a look... www.sjp.co.uk

I Second this.

[mcflurry]

I have a cousin in Nigeria...

[ICSD]

mcflurry said:

I have a cousin in Nigeria...

I've had several e-mails from people in similar circumstances - very tempting I have to say!

Thanks for all the help chaps.