Bloody IFA

Author
Discussion

VetteG

Original Poster:

3,236 posts

250 months

Monday 23rd June 2008
quotequote all
I have had the same IFA for about 6 years now, she came highly recommended and initially was very good, however a couple of years ago she became a mother and since then she has definitely taken her eye off the ball, big time! Through her I took out a 5 year investment fund with one of the big players which, 4 years in, is now losing me £7k. I need a good IFA, not a mortgage broker, to look at this initially and perhaps advise on others. Any recomendations, preferably Edinburgh area but I am willing to travel for the right person.

Thanks

Graeme

Nicholas Blair

4,109 posts

290 months

Monday 23rd June 2008
quotequote all
Try Graham Smith

0131 538 6060 - A good mate - should sort you out.

Mention me and he'll have a good laugh!

You could also try Graeme Cowan at GRC 0131 226 1777, another mate who deals with BIG numbers!

Edited by Nicholas Blair on Monday 23 June 15:39

VetteG

Original Poster:

3,236 posts

250 months

Monday 23rd June 2008
quotequote all
Thanks Nick, I will give Graham a shout.

Graeme

Nicholas Blair

4,109 posts

290 months

Monday 23rd June 2008
quotequote all
too many Graeme's/Graham's

Mr Trophy

6,808 posts

209 months

Monday 23rd June 2008
quotequote all
http://www.independentwomen.co.uk/

It's my mum's business. She won Director of the Year 2007

Any questions, drop me a line.


Edited by Mr Trophy on Monday 23 June 17:20

VetteG

Original Poster:

3,236 posts

250 months

Monday 23rd June 2008
quotequote all
Nicholas Blair said:
too many Graeme's/Graham's
Thats what I was thinking! Maybe I should change mine to Hubert or somethingbiggrin

Graeme err Hubert!

944gav

157 posts

226 months

Tuesday 24th June 2008
quotequote all
http://www.balmoralasset.com 

Always found these guys very helpful.

Edited by 944gav on Tuesday 24th June 13:24

Chainguy

4,381 posts

206 months

Tuesday 24th June 2008
quotequote all
I can thouroughly recommend Allison Girdwood of these guys;

http://www.davidsonassetmanagement.co.uk/

Very, very knowledgable lady who doesn't just know the usual mortgage stuff, she is brilliant with pensions and investments.

Lets put it this way, she has made my pension some serious gains in the years since she started managing it. No frights on the charges side either.

She is also into cars, and runs a very nice Beemer coupe which she isn't scared to drive hard, she has taken onto the track more a few times. Good lady to have an informal chat to.

Drop me a PM if you want her mobile number.

Edited 'cos I cahnt spel for tofy!

Edited by Chainguy on Tuesday 24th June 14:15