Viewing 3 posts - 1 through 3 (of 3 total)
  • Financial advisor recommendation Merseyside (Wirral)
  • surfer
    Free Member

    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??

    MrOvershoot
    Full Member

    I have used John Croasdale before, he lives in Neston and is a keen cyclist too

    surfer
    Free Member

    Really helpful @mrovershoot thanks

Viewing 3 posts - 1 through 3 (of 3 total)

The topic ‘Financial advisor recommendation Merseyside (Wirral)’ is closed to new replies.