Recommendation needed for family friendly finanical advisor

[EmmaCC]

I know it's not strictly speaking a "family room" issue but wondered if anyone can recommend someone local - maybe even a mum who does this kind of work in the evenings. We're looking for someone to come to our house in the evening once the kids are in bed and do a full review of our finances, savings, mortgage, pensions etc... would be great to get a recommendation... thanks

[beeandson]

will be watching this with interest :)

[hazelnunhead]

I would so be interested in this as well - I posted this in wanted a while ago, and dont think i got any information - but we desperately need a financial overhaul as well, so will also keep watching , and if i get any recommendations pass them on

[cheryla]

Me too!!!

[swannieboy]

Don't know of anyone local, but if you speak to either Dominic, Tom or Beatrice at The Penny Group (based in London Bridge) they are brilliant. Beatrice is new, and I believe she still has an exam to take to be fully qualified, but the senior partners sit in with her anyway. She specialises in working with women, which is good in a traditionally male-dominated career, and she is very approachable. And I'm sure they'll come and visit you - they're all about family values.

[jules b]

These guys aren't local either, but they have been more than happy to visit us at home in the evenings, -

Mark Brock and Steve Calder from Forte Financial.

Mark was recommended to me as a mortgage broker about 8 years ago and he has been brilliant with a couple of re-mortgages and another purchase since then. They also do financial investments (this side is handled more by Steve), and have explained all the ISA's, pensions, trusts, insurance etc that seems to be necessary once you have a family, and given us a clear recommendation.

Contact details below:

t 01934 612331

f 01934 631331

e [email protected]