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Community Forums => The Lounge => Topic started by: jjandellis on October 27, 2013, 11:43:00 AM



Title: Finding Financial Adviser Advice
Post by: jjandellis on October 27, 2013, 11:43:00 AM
I'm looking at buying my first house, but with a few pension benefits/public schemes/military incentives I qualify for its a bit of a minefield.  A nice minefield admittedly, but I want to know how best I can utilise these different pots of money.  So I need IFA help.

When shopping around for an IFA, what should I be looking for?

Specific qualifications, associations, tie up?

Any big glaring things that when I see I should turn the other way?

All help appreciated!


Title: Re: Finding Financial Adviser Advice
Post by: BorntoBubble on October 27, 2013, 12:46:53 PM
If possible i would try and record the "sales pitch" sometimes these guys seem to promise things that they cannot hold up later down the line so if you record the conversations you have them by the old ball and chain later down the line.

Will speak to a few people for recommendations which part of the country are you in?


Title: Re: Finding Financial Adviser Advice
Post by: teamonkey on October 27, 2013, 12:56:20 PM
what do you mean by "military incentives"?

asking as i'm ex military with a war (medical discharge) pension and am also looking at buying my first house

Mick


Title: Re: Finding Financial Adviser Advice
Post by: redsimon on October 27, 2013, 01:36:30 PM
I'm looking at buying my first house, but with a few pension benefits/public schemes/military incentives I qualify for its a bit of a minefield.  A nice minefield admittedly, but I want to know how best I can utilise these different pots of money.  So I need IFA help.

When shopping around for an IFA, what should I be looking for?

Specific qualifications, associations, tie up?

Any big glaring things that when I see I should turn the other way?

All help appreciated!

http://www.unbiased.co.uk/why-use-an-adviser


Title: Re: Finding Financial Adviser Advice
Post by: pleno1 on October 27, 2013, 04:28:21 PM
Hey,

If youre interested I can point you to a very good financial advisor. Pm me if interested, hes very very legit and very good.