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Looking for an excellent pers financial adviser

Looking for an excellent pers financial adviser

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I am practising as a straight forward accountant in Essex.  I have contacted personal financial advisers near to me but the feedback from clients on these firms has been poor.  So I am thinking that as long as both (like me) are prepared to correspond by email etc. it does not matter where individuals/firms are based.

 

I am seeking to work with a financial adviser for my high net worth clients with issues surrounding personal pensions eg SIPPS vs company pension funds/investment etc.

Does anyone have a contact that they are happy to recommend to me who are expert/good with clients etc? 

Replies (20)

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Lone Wolf
By Lone_Wolf
17th Sep 2019 11:04

What exactly is a "straight forward accountant"?

Are you saying you're a bit simple?

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Replying to Lone_Wolf:
Bramble
By Chris.Mann
17th Sep 2019 11:42

I guess you have the image of a - bent, reverse, one?
The mind boggles.
Essex too.

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By Red Leader
17th Sep 2019 11:56

Steady on lads, it's a worthwhile query. It is difficult finding a good financial adviser that can give well informed holistic advice.

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Replying to Red Leader:
Bramble
By Chris.Mann
17th Sep 2019 12:03

Quite right Red Leader.

Red card humbly accepted.

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Caroline
By accountantccole
17th Sep 2019 12:30

Get out and network - they are all over the place! I had a panel and fitted clients to the personality and business types that I thought would work.

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Replying to davidbarry:
Lone Wolf
By Lone_Wolf
17th Sep 2019 16:45

davidbarry wrote:

Stupid answer.


You sound like a delight. I'm ever so envious of the financial advisers that will get to work with you.

Guess I wasn't too far wrong about you being a bit simple.

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Replying to davidbarry:
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By Cheshire
17th Sep 2019 20:39

davidbarry wrote:

Stupid answer.

Totally uncalled for and frankly downright rude.

Thanks (6)
Replying to davidbarry:
Bramble
By Chris.Mann
18th Sep 2019 08:37

davidbarry wrote:

Stupid answer.

I find it odd that, my own initial comment, for which I've apologised, went unnoticed? accountantcole was, in reality, trying to be helpful and, one can only hope that, over time, you acquire some humility.

Thanks (2)
Replying to accountantccole:
Caroline
By accountantccole
18th Sep 2019 16:36

Thank you guys - David has messaged me and apologised.

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By bernard michael
17th Sep 2019 13:18

BUT make sure they're not linked to one investment house and can only advise the purchase of their products. The laws of libel prevent me from naming any one firm

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Replying to bernard michael:
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By paul.benny
17th Sep 2019 13:43

If it's true, then naming the adviser wouldn't be libellous. And aren't advisers mandated to indicate whether they are tied or independent?

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Replying to bernard michael:
By Red Leader
17th Sep 2019 17:08

I think we know who you mean.

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By Glenn Martin
17th Sep 2019 14:38

I work with a great guy and looks after my own investments and that of most of my clients. He is 100% independent.

I am based in Durham though.

PM me if you would like an introduction.

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Replying to Glennzy:
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By davidbarry
17th Sep 2019 15:31

yes please, thank you.

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Replying to Glennzy:
Hallerud at Easter
By DJKL
17th Sep 2019 17:11

The Pink Panther's favourite city.

Thanks (1)
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By Clinton Lee
17th Sep 2019 19:33

I have several I could recommend, including in Essex (where I'm based), if you wish to contact me privately or connect in LinkedIn.

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By Matrix
17th Sep 2019 22:12

I don’t refer as I have never come across anyone I want to refer and all the advisers I meet at networking events work for St James’s Place.

They are never after reciprocal arrangements and my clients are not rich enough to be interesting to the larger investment advisers.

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Replying to Matrix:
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By Clinton Lee
17th Sep 2019 22:29

Yes, you find a lot of them at networking meetings, and at events like The Business Show. They tend to be the ones who've recently bought a client portfolio. Lots of portfolios changing hands at St James's Place.

I'm not a big fan of St James's. You might want to also read this Which? report into fees at SJP: https://citywire.co.uk/funds-insider/news/which-exposes-st-james-s-place...

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By penelope pitstop
18th Sep 2019 01:17

I too have been looking for one for the last 30 odd years!

Thanks (1)
Replying to penelope pitstop:
Hallerud at Easter
By DJKL
18th Sep 2019 16:57

Just do what we tell our clients not to do and indulge in a bit of DIY investment advice re your own finances.

Years ago I used an IFA for my own finances but frankly after I asked one life office for unit history statements detailing the number of units cancelled to meet charges/costs on our whole of life policies (I guess they are called something else now- variable protection plans etc) I took the view that ,certainly in my case, an IFA contributed little in the way of value added- at the end of the day if you can understand accounts and passed exams in business finance in your training you really ought to be able to make a credible stab at constructing an investment portfolio/evaluating your own investments.

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