hellosailor Posted February 4, 2013 Share Posted February 4, 2013 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! Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/ Share on other sites More sharing options...
Mathilda Posted February 4, 2013 Share Posted February 4, 2013 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] Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/#findComment-613389 Share on other sites More sharing options...
hellosailor Posted February 4, 2013 Author Share Posted February 4, 2013 Thanks Mathilda, that's kind, I will email him for more infoAnyone else recommend anyone? Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/#findComment-613454 Share on other sites More sharing options...
hazelnunhead Posted February 4, 2013 Share Posted February 4, 2013 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. Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/#findComment-613534 Share on other sites More sharing options...
dibden Posted February 5, 2013 Share Posted February 5, 2013 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 Planninge-mail: [email protected]If you want his phone number or more details please let me know Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/#findComment-613700 Share on other sites More sharing options...
hellosailor Posted February 5, 2013 Author Share Posted February 5, 2013 thanks very much everyone xx Link to comment https://www.eastdulwichforum.co.uk/topic/28755-family-room-recommended-independent-financial-advisor-please/#findComment-613891 Share on other sites More sharing options...
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