finding an IFA

[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, 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?

[Dick Dastardly]

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.

[mnewlyn]

I've a good mortgage advisor, and my accountant is not able to recommend anyone.

[Lurking Lawyer]

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

[SAM_R]

I know someone based in Essex but has many clients in London I can reccomend.
email me through PH if you want his details.

[Smirnoff]

mnewlyn said:

I've a good mortgage advisor, and my accountant is not able to recommend anyone.

From what you have said a good mortgage advisor and an accountant is all you need isn't it?

[Pappa Lurve]

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!

[SIR MP]

[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?

[mnewlyn]

Pappa, thanks will do.
Sir MP, the money belongs to the business, and my accountant has no significant advice on what to do with it/how to release it.

[mnewlyn]

I'm thinking Alvin Hall style - I'm sure he doesn't just deal with debt.