Hi, looking for any personal recommendations for independent financial advisors (IFA)s for recently appointed trustees.
I've picked up some good questions to ask, from threads in this section, but personal recommendation would go a long way to reassure us. We don't have any expertise in this area, so its difficult to know how to evaluate advice.
We happen to be in sw london, but think that personal recommendation is more important than geography, in this case.
Thanks in advance.
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IFAs with experience of discretionary trusts
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FinallyHere · 13/01/2015 12:28
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