Recommendations for good IFA near Camberley?
Discussion
Hopefully mods will leave this in the Thames Valley area, because although it's financial - an IFA in Scotland wouldn't really help me.
Has anybody used / can recommend a decent IFA in the area local to Camberley? I have decent savings - which do absolutely nothing. About 40% is invested in shares (mostly ISA) in an account managed by a high street bank. Another 40% are in an instant access cash ISA, which obviously pays about 0.00001% interest. And 20% is in an instant access savings account which pays even less.
I've been meaning to address this for years, and think I finally need to do something about it. Apparently, my money should be "working for me" - and at the moment, it's really not!
Has anybody used / can recommend a decent IFA in the area local to Camberley? I have decent savings - which do absolutely nothing. About 40% is invested in shares (mostly ISA) in an account managed by a high street bank. Another 40% are in an instant access cash ISA, which obviously pays about 0.00001% interest. And 20% is in an instant access savings account which pays even less.
I've been meaning to address this for years, and think I finally need to do something about it. Apparently, my money should be "working for me" - and at the moment, it's really not!
I can recommend my guy - I've only really used him for ISA and pension, but he seems good. He's based in Camberley.
http://www.burgessboon-ifa.co.uk
http://www.burgessboon-ifa.co.uk
We use Steve at Regency, very sensible, level headed guy - he's looking after our pensions and investments for us and making a great job of it. His office is in Egham but he lives in Woking.
http://www.regencyinvestment.com/staff-directory/s...
http://www.regencyinvestment.com/staff-directory/s...
Biased, but my Missus is MD of www.pfcthamesvalley.co.uk in Wokingham
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