Family Room recommended Independent Financial Advisor please?

[hellosailor]

Hi all,

I hope this is ok admin, I know not strictly a family room matter but I really would like to hear the recommendations of the family room specifically on this if that's ok)

I would like to find an Independent Financial advisor to give various family members advice on tax, pensions, savings etc, can anyone suggest a fairly localish person who is clued up, pleasant (trying to imagine them explaining money stuff to my not-very-with-it mum for instance) and has reasonable rates.

Thanks family roomers!

[Mathilda]

Hi I can recommend Elliot Webb, he works from an office in Holborn but lives in ED and is happy to meet locally. 07968 245216 [email protected]

[hellosailor]

Thanks Mathilda, that's kind, I will email him for more info

Anyone else recommend anyone?

[hazelnunhead]

From a previous recommendation from this board I have used Brendan Murton at The Penny Group. We have met him at his offices near Liverpool station and he has also come to our house. His number his 020 70612348 and I would recommend him.

[dibden]

Hi, We use a Financial Advisor recommended to us by a friend and we are really happy with his service. His isnt local but he has met us by our work (in the city) and had offered to come to ED to meet us also, but after meeting him in the city, we managed to do most of the work over the phone and email.

Heres his details, if you get intouch you can tell him Aileen recommened him.

Ian H Butler

CI Financial Planning

e-mail: [email protected]

If you want his phone number or more details please let me know

[hellosailor]

thanks very much everyone xx