We are in a fortunate position at the moment & would like some advice on what we should do with our hard earned savings going forward. We are fairly diversified, but I feel we could do more.
I would like to sit with an indepentent (no commision affiliations) advisor for a few hours and have them overview our situation & what steps we might take going forward, taking into account where we are currently & our level of risk adversion.
I'm hoping it will be a few hundred well spent.
I have a spreadsheet of where we are at the moment - I assume that would give a good starting point.
Can anyone recommend someone they have used in the past & any details (PM details if you rather not post)
Hope I'm not breeching guidelines, but I see authorised advisers have been listed in the past (list seems to be about 2/3 years old)
Any further advice on what else I should do, (like should I speak to more than 1 advisor etc)
Thanks
I would like to sit with an indepentent (no commision affiliations) advisor for a few hours and have them overview our situation & what steps we might take going forward, taking into account where we are currently & our level of risk adversion.
I'm hoping it will be a few hundred well spent.
I have a spreadsheet of where we are at the moment - I assume that would give a good starting point.
Can anyone recommend someone they have used in the past & any details (PM details if you rather not post)
Hope I'm not breeching guidelines, but I see authorised advisers have been listed in the past (list seems to be about 2/3 years old)
Any further advice on what else I should do, (like should I speak to more than 1 advisor etc)
Thanks