IFA in Cardiff?
Discussion
Pension planning, investment advice, advice on balancing dividend vs salary, risks of leaving cash in my business, drawing up a will, buying property, etc etc...
Lots of the usual suspects for anyone running their own business I would imagine. Bit more complicated than I can manage myself. I have a Sipp, isas, some shares and some properties as well as loads of small pension pots. Need to consolidate and figure out a plan of action to make sure I can afford gin and rich teas when I hit retirement age!
Met with one guy on Cathedral Road who was ok but didn't really get the right feeling from him so wondering if anyone else has any personal experiences with IFAs in the city.
Lots of the usual suspects for anyone running their own business I would imagine. Bit more complicated than I can manage myself. I have a Sipp, isas, some shares and some properties as well as loads of small pension pots. Need to consolidate and figure out a plan of action to make sure I can afford gin and rich teas when I hit retirement age!
Met with one guy on Cathedral Road who was ok but didn't really get the right feeling from him so wondering if anyone else has any personal experiences with IFAs in the city.
Hmm in the city I want to say Brewin but suspect they could be rather vanilla and expensive and haven't personally met any of the staff there. IFA/Financial planners are very personal choices though as ultimately everyone does the same exams and need to cover their regulatory backs so the first (usually free) meeting is your best bet to shop around and get a feel for the person you want to look after you. The 2 at Cardiff Gate may be worth a call - drop me a PM if you don't have any luck in the city
Faced with the problem of having to get financial planning advice in order to cash in my pension under the new regs (having benefited from good general advice from the PH team) I went to an outfit called AMG Wealth Solutions in Rhiwbina. Sound, practical advice, nice people and realistic fee.
freshkid said:
Thanks for the advice everyone! Had a great meeting off the back of these suggestions.
Try One Life Financial Planninghttp://www.onelifefp.com/
Speak to Delwyn Eatwell.
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