FORUMS > Leigh Leopards > O/T Financial Advisor |
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Player Coach | 25 | No Team Selected |
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Jan 2010 | 15 years | |
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May 2010 | May 2010 | LINK |
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| I personally use a local firm called KBA, (Ken Bates Associates) they are on Market St in Atherton, I've used them for years now and have referred them onto family and friends and never had a problem.
A lady called Sarah Bates is my advisor and she is very good, she dealt with my mortgage and pension/investments. She said she has sponsored one of our players this year too. Tel 01942 889883 or 07962385692.
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Rank | Posts | Team |
Club Coach | 2504 | No Team Selected |
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Nov 2004 | 20 years | |
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Feb 2014 | Apr 2013 | LINK |
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Games/PDT_362.gif oh dear same old same old:Games/PDT_362.gif |
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| Anyone any idea on fees, do they take fee up front or from provider
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Rank | Posts | Team |
Player Coach | 25 | No Team Selected |
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Jan 2010 | 15 years | |
Online | Last Post | Last Page |
May 2010 | May 2010 | LINK |
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| I wasn't charged. She doesn't take an upfront fee and she doesnt charge for any services in any area of financial advice unless it's a complicated mortgage application. I think they are paid from providers.
I even receive a yearly review of my finances.
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Rank | Posts | Team |
Club Coach | 422 | No Team Selected |
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May 2005 | 20 years | |
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Feb 2020 | Oct 2017 | LINK |
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| who ever you see ask them: whether they will take an upfront fee or receive commission from the companies concerned when the products are purchased: whether they are tied to particular companies and how much commission they will receive if no upfront fee. If commission based negotiate your share of the commission and reinvest it. Finally approach more than one and check how much of your money will actually be invested and how much will be swallowed up in charges.
You could also invest the first £30k in premium bonds and wait for your tax free winnings in the certain knowledge that the valus of your investments will neither go up or down.
Franks option also sounds attractive - investing it behind the bar at the goose may be a lot cheaper than the charges you would otherwise face and it saves me buying him all his beer on Sunday.
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International Chairman | 6601 | No Team Selected |
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Feb 2002 | 23 years | |
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Dec 2023 | Dec 2023 | LINK |
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Black Backgrounds/Miss%20Piggy.gif LIVING THE DREAM ALL THE WAY TO THE SUPER LEAGUE PLAY-OFFS!
''All our dreams can come true if we have the courage to pursue them'':Black Backgrounds/Miss%20Piggy.gif |
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| I use this company and would always recommend them, always received fantastic service :-
amicable advise based in Warrington
Let me know if you want contact details.
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Rank | Posts | Team |
Player Coach | 7339 | No Team Selected |
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Jan 2007 | 18 years | |
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Jan 2019 | Jul 2017 | LINK |
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Second home the gym: |
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| Quote: jpleigh "who ever you see ask them
Think it's Franks round anyway John, see you in the Goose mate.
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