Financial Adviser Recommendations
Can any of you recommend an IFA in Cardiff? I am looking for someone who can advise me on pensions having accumulated a few pension funds after changing jobs over the years.
Re: Financial Adviser Recommendations
Me. I am an IFA, but based in Pontypridd. So PM me if you wish.
Re: Financial Adviser Recommendations
Bartholomew Financial 02920 540286. I used them in May to transfer a pension.
Spedger
Re: Financial Adviser Recommendations
I was going to post a request info about pensions last week but never got around to it so hope you don't mind tagging it on here.
I've got an old final salary pension from a previous employer and been offered a what I thought was a decent transfer value, how much should it cost to transfer it out to my private pension.
Can't say I feel like I've had good advice or service from my usual contact and he's made a bit of a pig's ear of it so far.
Re: Financial Adviser Recommendations
Quote:
Originally Posted by
Sloop_Jon_Bee
Bartholomew Financial 02920 540286. I used them in May to transfer a pension.
Spedger
Thank you. I'll give them a call
Re: Financial Adviser Recommendations
Why not try the government Pensions Service? It's free and impartial and will save you an adviser's fee.
https://www.pensionwise.gov.uk/en
Re: Financial Adviser Recommendations
Quote:
Originally Posted by
Robin Friday's Ghost
I tried thanks that but they can't help as I defined benefit pension apparently - which is a final salary scheme I think and they don't cover that.
Re: Financial Adviser Recommendations
Quote:
Originally Posted by
Robin Friday's Ghost
As far as I can see that is for advice about how you can take your pension. I am still working and paying in to a pension scheme but have pots of money in schemes from previous employers and want advice about combining them in to one, or not.
Re: Financial Adviser Recommendations
Quote:
Originally Posted by
RichardM
As far as I can see that is for advice about how you can take your pension. I am still working and paying in to a pension scheme but have pots of money in schemes from previous employers and want advice about combining them in to one, or not.
Give me a ring if you wish? I sent you a PM.
Re: Financial Adviser Recommendations
Quote:
Originally Posted by
cardiff55
Give me a ring if you wish? I sent you a PM.
Sorry missed your earlier post in the thread and hadn't noticed the pm.