Financial Advice

[JackSomething]

I'm looking to speak to an IFA about investing, pension advice, etc. Could anyone offer any recommendations based on personal experience please? I'm in Penllergaer, so Swansea based would be preferred. TIA.

(I know we had a thread about this at one point, but can't remember if it was this incarnation of JA or not. Even if it is, it may be out of date by this point.)

 

[Cooperman]

Pick a few names off of www, go and take your free 30 mins advice and follow someone you feel comfortable with.

Go in with an idea of what you’d like to discuss, as pensions is very different to a stocks and shares ISA. If you’re interested in S&S then have a think about whether you want income through dividends or have your income reinvested. Have a watch of a few YouTube vids before you go and meet them.

 

[Dan_Swan]

I'm looking to speak to an IFA about investing, pension advice, etc. Could anyone offer any recommendations based on personal experience please? I'm in Penllergaer, so Swansea based would be preferred. TIA.

(I know we had a thread about this at one point, but can't remember if it was this incarnation of JA or not. Even if it is, it may be out of date by this point.)

Here's a link to a previous thread on Pensions...

Thread 'Pensions Planning'

Jan 29, 2025

I remember several PS chums commenting that they didn’t pay enough attention to the topic of pensions.

Martin Lewis did a good piece on it (ITV at 8pm), go back and watch it if you missed it and are interested to learn more. The link below is also worth a read, but the programme covers this in much more detail. It’s never too late to plan for retirement and the right decisions now can make your money work harder for you. I like the way Martin presents the topic, his jargon busting approach strips away the cloudiness that sometimes comes with other pensions related material...

• Cooperman
• Replies: 35
• Forum: The Blaze Non-Football Board

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[Cooperman]

Martin Lewis is an excellent source of learning material, all broken down in easy to understand explanations.