Independant Financial Advisor

[lynne]

Can anyone who has managed to move across the pond, recommend an IFA who is experienced in dealing with ex pats issues
Lynne

[Susie]

Good question, I do not know of one at all , but need to see one myself . Do they have them in the USA? or do you just go to the bank manager or accountant, anyone know the answer ?

[peter gold]

I know a Brit been here 20 years or so who does IFA based in Sarasota. PM if you need his info.
I know a Brit who transfers UK pensions based in West Palm Beach.
Again Pm me
I dont think it is right to blaze their names on an open forum without their consent and Susies.

[Susie]

Hi Peter,

Is this Katrina's/Katars husband? just wondered, What I mean by IFA is someone who can advise me about investments but I truely detest pensions so Is there anyone who advises on other sorts of investments?

[peter gold]

Susie yes the pensions man is Mark S________ Kats husband
The guy I know in Sarasota is a licensed Series 7 certified financial advisor, a good friend of mine, and also my financial adviser.
He worked in London as a stockbroker before coming her twenty yeras ago.
If you want to contact him pm me and I will give you his name and number.

[InnVic]

...what?? ...........you mean you actually have money left over to invest in Florida.....bl*8dy hell, we spend all ours on heating oil!

[Ron]

Hey Inn Vic, why not open a B & B in Florida then you can be a snowbird , 6 months Vermont and 6 months Florida