Financial adviser - teesside
- Thread starter bigbob
- Start date
BobendBert
Well-known member
grumpyoldgit
Well-known member
Can't recommend these people highly enough. They go into a lot of depth on your risk profile and future plans, and the reports are always clearly set out. Annual reviews, too.
Home - Prismatic Wealth
Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.
prismaticwealth.co.uk
johnsmithsno2
Well-known member
Bob Little in Redcar. Former North East firm of the year. Good people, good advisors.
BaronSmoggie
Well-known member
My wife used to work for them when they were called WR Financial. Graham Laverick is a good guy apart from supporting Sunderland.
Transitarmy
Well-known member
Do any of them cover Defined Benefit pensions?
swordtrombonefish
Well-known member
Joslin Rhodes are good by all accounts
www.joslinrhodes.co.uk
Financial Advisers In Stockton-on-Tees | Joslin Rhodes
Joslin Rhodes, the leading Independent Financial Advisers in Teesside, specialises in pension and retirement advice and Lifestyle Financial Planning.
www.joslinrhodes.co.uk
BaronSmoggie
Well-known member
Ha, my missus used to work for them too. We have bets on if someone is gonna name the third placeJoslin Rhodes are good by all accounts
Financial Advisers In Stockton-on-Tees | Joslin Rhodes
Joslin Rhodes, the leading Independent Financial Advisers in Teesside, specialises in pension and retirement advice and Lifestyle Financial Planning.
Ingleby_Flash
Well-known member
Solutions wealth management, ask for Peter or Steph, thank me later.
ForssAwakens
Well-known member
Daniel Bishara Financial Planning Limited - Financial Adviser - Stockton On Tees
An Associate Partner Practice of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.
partnership.sjp.co.uk
This lad has a heart of gold too
RED_STAR
New member
If your looking to transfer out of a DB pension you'll struggle to find anyone prepared to do it.
I transferred mine about 5 years ago and a work colleague tried last year and couldn't find anyone local who were willing to do it.
Wiseman_Vaughn
Well-known member
Another one for JR - Nice people and seem V thorough.Joslin Rhodes are good by all accounts
Financial Advisers In Stockton-on-Tees | Joslin Rhodes
Joslin Rhodes, the leading Independent Financial Advisers in Teesside, specialises in pension and retirement advice and Lifestyle Financial Planning.
Not in Teesside but a Boro lad and Boro fan. Based Sheffield but a very efficient on-line service as well as P2P.
gritstone-fp.co.uk
Gritstone Financial Planning Limited | Financial Adviser | Sheffield
We provide trusted face to face and virtual financial advice to individuals and businesses. Clients we support have a variety of requirements, from the need to mitigate financial risk to a desire t...
gritstone-fp.co.uk
ForssAwakens
Well-known member
Investigation needed to hold those behind UK pension crisis to account
Taxpayers should not bail out companies that have been speculating
www.ft.com
This company a subsidiary of BNY Mellon by the name of Insight Investment basically used fictitious gilt prices to mark the value of its publicly traded LDI funds during the September 2022 Gilt market meltdown. The frightening thing is that the U.K. regulator or the Financial Conduct Authority seems to think this kind of action actually helps maintain what they call 'market integrity"! https://archive.ph/5d3x7