Can anyone recommend a good financial advisor locally please.
David H. replied:
Thanks Paul Binning happy to help with any facet of Financial Planning Sian, but my key areas of specialism are investment and pension planning. Please feel free to drop me an IM or phone me on 07791933544. I'm local and happy to provide an initial meeting / consultation at no cost.
Joy N. replied:
Vale Independent Financial Advisers Talbot Green 01443227727
Emma N. replied:
Dan Saxton
Byron B. replied:
Matthew Harris at Glamorgan financial Talbot green 01443 222255
Louise T. replied:
Keith Ruggles for free, independent advice. 07970 410475. Highly recommended.
John E. replied:
Craig Spiller
Karen R. replied:
Dan Saxton
Jeff G. replied:
Dan Saxton really good and fantastic guy to boot
Dan S. replied:
If it's mortgage, insurance or estate planning I'd be delighted to help - 07919 522407. If it's investments or pensions then I recommend my colleague Sheena whose number I din't actually have with me as I'm not in the office today but I'd be happy to put you in touch! We're both local too and happy to call over to see you.
Looking for a financial advisor who can give me advice on mortgages, can anyone recommend?
Sarah P. replied:
https://www.facebook.com/172811506383267 Dan Saxton - Independent Mortgage & Insurance Adviser is great!
Aileen R. replied:
Woodfield Financial services pontyclun Paul Johnson. Fiona Johnson
Sian V. replied:
Keith Ruggles
Karen R. replied:
Keith Ruggles KR Mortgages07970 410474
Louise L. replied:
I’ll second the vote for Keith Ruggles
Jade M. replied:
Alun Griffiths
Kathy M. replied:
https://www.facebook.com/EIMLtd/
Hannah S. replied:
Financial adviser Martin Beazer from savvy wealth management. Morgage adviser Paul Castellini from westmore insure. Dealt with both and cant recommend enough
Amy M. replied:
Dcs limited kenfig Hill
Louise T. replied:
Definitely Keith Ruggles!
Dean J. replied:
Becky Hall
Paige W. replied:
Richard Selway
Meinir V. replied:
Money Partnership are able to advise on mortgages Geraint Davies
Anne D. replied:
Keith Ruggles
Rachel F. replied:
If you'd like a chat, give me a call 01443 237667 x
Happy to help - David Hulse, Bartholomew Hawkins Chartered Financial Planners
Maria I. replied:
Really recommend Dan Saxton
Paul C. replied:
Dan Saxton
Dan S. replied:
If it's mortgage, insurance or estate planning I'd be happy to help. My number is 07919522407. My colleague, Sheena, deals with investments if it's saving / investment / pension related. Thanks for the recommendations!!! :)
Looking to speak to a financial advisor about savings can anyone recommend someone local who they have used? Thanks
Zoe A. replied:
Dan Saxton
Craig H. replied:
Marshall Sargent
Claire D. replied:
Jon Ashcroft, Ashcroft Wealth, http://jonashcroft.2 plan.com/
Caradog W. replied:
Martin Beazer at savvy wealth management. Check him out, brilliant man.
Brenda E. replied:
Vale Finance Talbot Green Andrew Nash
Anthony L. replied:
Dan Saxton fantastic service
Louise T. replied:
Dan Saxton - amazing service.
Aileen R. replied:
Paul Johnson woodfield Financial services pontyclun.
Marcus E. replied:
Dan Saxton brill
Dan S. replied:
Hi Lucy Llewellyn! I hope you're well:) It's really lovely of people to recommend me, but I don't deal with investments or pensions, just mortgages, insurance and estate planning. I tend to recommend either Rob Ford from Medical & Professional Investment (but they're in Pyle - 01656 749902) or Bruce Spencer from Broadlands Partnership (but they're in Penarth on 02920 701600). I've not heard any bad reports about local IFA's - it's just that I know and have worked with Rob and Bruce before:) Dan
Paul Johnson woodfield financial services Pontyclun.
Mike D. replied:
Dan Saxton for the win lovely fella and knows his stuff
Paul C. replied:
Dan Saxton
Louise T. replied:
Definitely Keith Ruggles07970 410475 or kruggles16@aol.com
Eira H. replied:
Keith Ruggles, as above.
Angharad C. replied:
Mark Lewis moneysaver mortgages are fab
Laura T. replied:
Paul Johnson x
Janet N. replied:
Dan Saxton.
Rachel M. replied:
Mark Wilton in peter Alan x
Rachael C. replied:
Dan Saxton
Sarah B. replied:
Paul Johnson -woodfield finance-brilliant!
Chris N. replied:
Dan Saxton all the way!
Dan S. replied:
Thank you all for the recommendations :) Hello Sian! I'd be delighted to help you. If you'd like a chat do feel free to drop me a message or give me a call on 07919 522407. Have a great weekend! Dan
Hi, there was a post on here a while back asking for recommendations of financial advisors and one guy was mentioned a lot of times as being really good - does anyone...
Jason D. replied:
Rhia Davies
Jeff G. replied:
Dan Saxton brilliant guy
Rachael C. replied:
Dan Saxton
Dan S. replied:
Thanks for the recommendation! If it's mortgage, insurance or estate planning related I'd be delighted to help personally. If it's more investment or pension advice that you're looking for I'd be happy to talk through the basics with you and introduce you to one of my colleagues who specialise in those areas. I'm about most of the day on 01443 230670 or 07919 522407 if you'd like a chat, other than the next half an hour as there's a man here mending my oven!
After recommendations off Hub booked an appointment with Dan Saxton, financial advisor. Gave me advice on mortgage, life insurance and power of attorney. Very...