Financial advisor r...
 

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[Closed] Financial advisor recommendation Merseyside (Wirral)

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Posts: 7848
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As the title really. I know there are reliable search sites for this but some of them throw up advisors many miles away. I have no problem with that there London and I know that most of my dealings will be though VC/calls/Emails but I would prefer to keep it local if possible.

My requirements are quite simple (pensions) but I am at the stage where I need to make some quite careful decisions that may have tax implications if I get it wrong so it will be money well spent I think.

Any recommendations??


 
Posted : 23/10/2020 12:04 pm
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I have used John Croasdale before, he lives in Neston and is a keen cyclist too


 
Posted : 23/10/2020 12:17 pm
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Really helpful @mrovershoot thanks


 
Posted : 23/10/2020 12:47 pm