Hi - long time MNer here. Need some advice as my DH and I are in a new and very fortunate position. We have come into some money that is going to be released in stages. It is going to be quite a substantial amount of money over the next few years.
So. We would quite like to manage this incredible good fortune wisely and not just piss it away. In order to do this, I think we need some professional advice. We need advice on everything really, like setting financial goals, figuring out investment strategies, estate planning, setting up trust funds, everything. We would anticipate getting into a long term relationship with a financial advisor who can help us as our situation changes.
Basically, what should I be looking out for? Does anyone here have a long term relationship with a financial advisor? Has anyone made a decision about this sort of thing that they regret or recommend?
Please or to access all these features
Please
or
to access all these features
Discuss investments with other users on our Investment forum. For more advice read our tips for saving for your child's future.
Investments
New wealth - need a long term financial advisor
6 replies
NotScroogeMcDuck · 12/05/2014 20:28
OP posts:
Please create an account
To comment on this thread you need to create a Mumsnet account.