Financial Advisor

Financial Advisor

Author
Discussion

Allandwf

Original Poster:

1,761 posts

201 months

Wednesday 1st April 2015
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As title, anyone got any good recommendations? I'm in Forfar so anywhere between Dundee and Aberdeen.

Corpulent Tosser

5,468 posts

251 months

Thursday 2nd April 2015
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Depends on just what you are looking for but my brother is a IFA, based in Carnoustie, I can PM his phone number if you like.

He specialises in the insurance side of the market and he has a colleague who specialises in investments and pensions.


craig2003

1,209 posts

212 months

Thursday 2nd April 2015
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You have mail!

jshell

11,251 posts

211 months

Friday 3rd April 2015
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Ask to see their last 3 years tax returns. If they'ré making more money than you, they must be pretty decent. If not, they're not! wink

Mr Trophy

6,808 posts

209 months

Saturday 4th April 2015
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OP, did you get this sorted?

Allandwf

Original Poster:

1,761 posts

201 months

Saturday 4th April 2015
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Yes, thanks for all the advice, contacts. I've a few to check out.

Nicholas Blair

4,109 posts

290 months

Monday 6th April 2015
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Any in Edinburgh to recommend?, I will be needing one soon :-)
ta
Nick

Mr Trophy

6,808 posts

209 months

Monday 6th April 2015
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Nicholas Blair said:
Any in Edinburgh to recommend?, I will be needing one soon :-)
ta
Nick
Drop me a line with what you're looking to do smile

douglasgdmw

492 posts

225 months

Tuesday 7th April 2015
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Nicholas Blair said:
Any in Edinburgh to recommend?, I will be needing one soon :-)
ta
Nick
Big D (Don) comes highly recommended on the Scottish Elise's forum.

Here are the details from his signature:
http://www.wattfinancialsolutions.co.uk
http://www.laterlifeadvicescotland.co.uk

Nicholas Blair

4,109 posts

290 months

Friday 24th April 2015
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Thanks for the replies - will get my paperwork together smile