iaietta Posted October 2, 2015 Share Posted October 2, 2015 Hello,Any strong recommendations for a good independent financial advisor, dealing with mortgages? Wizard skills preferrable ;-) Many thanks Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/ Share on other sites More sharing options...
JimiSayo Posted October 3, 2015 Share Posted October 3, 2015 Jacquetta Straker. She'll give you a financial MOT and advise you accordingly.https://www.linkedin.com/in/jacquettastrakerAreas she covers:► Investment and Wealth management planning► Retirement planning► Inheritance tax planning► Financial protection► Bonus and Tax efficient planning► School and University Fees planningMobile: 07763 284196Email: [email protected]Happy Saving! Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909496 Share on other sites More sharing options...
iaietta Posted October 3, 2015 Author Share Posted October 3, 2015 Thanks JimiSayo. However, it would be for a mortgage? Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909515 Share on other sites More sharing options...
JimiSayo Posted October 3, 2015 Share Posted October 3, 2015 Oooh, in that case, I'd suggest David Philips. A very calming advisor with great listening skills. I've used him myself.David PhillipsMortgage ConsultantModern Mortgage Solutions LtdTel: 020 8787 5225Fax: 020 7117 4772Mobile: 07983377357www.modsols.co.uk Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909555 Share on other sites More sharing options...
JimiSayo Posted October 3, 2015 Share Posted October 3, 2015 Sorry, I'm only now noticing that you did specify that it was for a mortgage. Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909557 Share on other sites More sharing options...
iaietta Posted October 4, 2015 Author Share Posted October 4, 2015 No worries and thanks :-) Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909583 Share on other sites More sharing options...
Bluelagoon Posted October 4, 2015 Share Posted October 4, 2015 Adam at MJS mortgages is local and fab. He met with U.S., discussed budget and helped us get a mortgage. And I'm so,f employed. He was recommended to me by some self employed friends. PM me if you want his contact details. This is their site though http://www.mjsmortgages.co.uk Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909863 Share on other sites More sharing options...
iaietta Posted October 4, 2015 Author Share Posted October 4, 2015 Lovely, thank you! Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-909879 Share on other sites More sharing options...
MarleneG5S Posted October 5, 2015 Share Posted October 5, 2015 HiI would contact Julie Johnson, she has assisted us on 3 occasion with our mortgage. She responds straight away, gives you valuable advice and is very professional. Our case was very complicated, but Julie handled it all in her stride and got us the best deal on the market. She is local, based in ED and mainly works for home.Below are her details;Julie JohnsonMortgage AdvisorSpringtide Capital31 Lowndes StreetKnightsbridgeLondonSW1X 9HXEmail: [email protected]Tel: 020 3040 4400Mob: 07810 016 692 Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-910048 Share on other sites More sharing options...
iaietta Posted October 5, 2015 Author Share Posted October 5, 2015 Thanks Marlene,Just emailed her :-) Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-910049 Share on other sites More sharing options...
deborahallen Posted August 31, 2016 Share Posted August 31, 2016 Thanks for the recommendation for Julie Johnson, she was a great help on Mortgage advice and I would recommend her to anyone. Link to comment https://www.eastdulwichforum.co.uk/topic/77367-financial-advisor-needed/#findComment-1041177 Share on other sites More sharing options...
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