Recommend a Financial Advisor

[caz_manc]

I know there are loads of sites out there that can recommend one, but the problem is how do you know you are getting a good one.

So the idea is to ask you lot!

Have you had a good experience with a good financial advisor? The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.

Any recommendations would be great.

Cheers

p.s. In the Manchester Area

Edited by caz_manc on Wednesday 10th June 16:38

[scotal]

YHM

[anonymous-user]

Sorry to hijack your thread here, but scotal, can you e-mail me too?

I've been meaning to sort my finances out for a while, I beleive I probably do a fairly good job already - but I would say that and I'm probably not at all !

I'm especially interested in any way's i can improve my tax position as i seem to get absolutly hammered by Mr Brown.

[ceebmoj]

scotal said:

YHM

Sorry what does this mean?

[scotal]

ceebmoj said:

scotal said:

YHM

Sorry what does this mean?

You Have Mail.

[Eric Mc]

You need to be clear about what you mean by "Financial Adviser".

They tend to come in different categories - accountants (like me) or independent investment advisers.
Accountants are better when it comes to general accounts and tax advice, IFAs when it comes to chosing where to invest your money.

[caz_manc]

Eric Mc said:

You need to be clear about what you mean by "Financial Adviser".

They tend to come in different categories - accountants (like me) or independent investment advisers.
Accountants are better when it comes to general accounts and tax advice, IFAs when it comes to chosing where to invest your money.

Is this not enough?

The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.

[scotal]

caz_manc said:

Eric Mc said:

You need to be clear about what you mean by "Financial Adviser".

They tend to come in different categories - accountants (like me) or independent investment advisers.
Accountants are better when it comes to general accounts and tax advice, IFAs when it comes to chosing where to invest your money.

Is this not enough?

The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.

You should have a mail caz.
And i think Eric was reffering to Bandits post, which touched on Tax

Edited by scotal on Friday 12th June 13:13

[Eric Mc]

scotal said:

caz_manc said:

Eric Mc said:

You need to be clear about what you mean by "Financial Adviser".

They tend to come in different categories - accountants (like me) or independent investment advisers.
Accountants are better when it comes to general accounts and tax advice, IFAs when it comes to chosing where to invest your money.

Is this not enough?

The topics I need to cover are mortgages, possible moving to buy-to-let to get another house. Obviously savings/deposits/joint ownership of new house needs to be discussed too.

You should have a mail caz.
And i think Eric was reffering to Bandits post, which touched on Tax

Edited by scotal on Friday 12th June 13:13

Correct.