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Original poster

Financial planning

2 replies

Janif · 20/09/2021 07:13

I'm not sure which type of professional I am best to book an appointment with. The type of advice I am seeking is for:

  • maximising long term investments (currently in a S&S ISA).
  • pension saving advice
  • estate planning for tax efficiency.
  • maximising medium term savings.

I am now able to save around £1400 to save/invest per month and this a combination of short, medium and long term savings plus £860 personal contribution to pension.

Is there one professional who will be able to advise in all of these areas or it it better to arrange separate appointments with individual specialists?

TIA

OP posts:
Badbadbunny · 20/09/2021 08:30

Probably best to look for a Chartered Financial Planner given the scope of your requirements.

The alternative would be an independent financial advisor, but many don't cover all those areas.

Original poster
Janif · 20/09/2021 17:25

@Badbadbunny

Probably best to look for a Chartered Financial Planner given the scope of your requirements.

The alternative would be an independent financial advisor, but many don't cover all those areas.

fab, thank you.
OP posts:
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