Harringay, Haringey - So Good they Spelt it Twice!

Can You Recommend a Great Financial Adviser who's Proven their Worth to you?

I'm looking for a financial adviser to help me get my 'later life' finances in shape.

I understand the theory of finding a good IFA, and have looked in the obvious places. I'm now interested in getting personal recommendations from people who've used an IFA over time who has proven their worth to you.

I have met with Ruth Whitehead, who came across well, but I'd be daft not to meet with more than one person.

Any recommendations?

Tags for Forum Posts: financial adviser

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Permalink Reply by Clare Heal on May 24, 2019 at 10:11

I use Simon Andrews at 1825 (based in Chiswell St near Old St station). He's very good and also a genuinely nice chap.

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Permalink Reply by Joanna Burke on June 4, 2019 at 11:00

You might have already found someone... but I'd definitely recommend Philip Steer at Timothy James & Partners (near Tottenham Court Road).

He's brill; been advising me for 10 years plus and everyone I've recommended have been delighted with his service. Very practical, down to earth and ace with pension advice, in my opinion. http://www.tjpltd.co.uk/.