Recommendation of financial advisor who is regulated by financial services authority. - Banking and finances in Lorca - Lorca forum - Costa Cálida forum in the Murcia province of Spain
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Recommendation of financial advisor who is regulated by financial services authority.

Posted: Mon Sep 16, 2019 12:33pm
6 replies119 views4 members subscribed
Floki

Posts: 107

34 helpful points

Location: Lorca

Joined: 12 Apr 2018

Our UK financial advisor, who monitors our private pensions, has told us that due to Brexit he'll no longer be able to advise us.

I assume others will be in the same position and wonder if anyone can recommend an advisor in Spain who is regulated. 

Danboy1980

Posted: Tue Sep 17, 2019 8:47am

Posts: 54

23 helpful points

Location: La Tercia

Joined: 13 Mar 2016

Posted: Tue Sep 17, 2019 8:47am

Hi Floki

I will PM you shortly. 

Lorna

Posted: Tue Sep 17, 2019 9:17am

Posts: 59

22 helpful points

Location: Puerto Lumbreras

Joined: 20 Jan 2019

Posted: Tue Sep 17, 2019 9:17am

We are in a similar situation therefore would also be interested in any information.

Danboy1980

Posted: Tue Sep 17, 2019 9:38am

Posts: 54

23 helpful points

Location: La Tercia

Joined: 13 Mar 2016

Posted: Tue Sep 17, 2019 9:38am

Hi Lorna

I have sent you a PM too. 

Thanks

Dsniel

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Floki

Posted: Tue Sep 17, 2019 10:25am

Floki

Original Poster

Posts: 107

34 helpful points

Location: Lorca

Joined: 12 Apr 2018

Posted: Tue Sep 17, 2019 10:25am

I've PM'd you. 

Danboy1980

Posted: Tue Sep 17, 2019 11:10am

Posts: 54

23 helpful points

Location: La Tercia

Joined: 13 Mar 2016

Posted: Tue Sep 17, 2019 11:10am

Hi Lorna, Floki

I have your emails, I am just heading into a meeting but will get back to you shortly, I just wanted to let you know they had arrived safely. 

Speak soon. 

Daniel

skid112

Posted: Sun Sep 22, 2019 4:28pm

Posts: 6

3 helpful points

Location: Fortuna

Joined: 24 May 2019

Posted: Sun Sep 22, 2019 4:28pm

Can I just say please be careful with whom you choose to get financial advice from. Ask for a rundown of cost and charges, both initial and ongoing, there are huge differences. Find out whether they cover whole of market or whether they are tied agents. 

No one really knows what will happen under Brexit as of yet but there may be instances where EEA based customers can no longer be served by UK based companies. 

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