Three Towns Forum

Members' Lounge => Help Centre => Topic started by: Merddin Emrys on October 05, 2010, 09:44:26 am

Title: Financial Help / Accounts Tax etc
Post by: Merddin Emrys on October 05, 2010, 09:44:26 am

Can anyone recommend a good independent financial advisor, my other half would like some pension advice, Thanks :)

Title: Re: Financial advisor needed
Post by: DaveR on October 05, 2010, 09:45:41 am

I believe there's a decent one in Craig Y Don, goes by the name of Brian Roberts:
http://www.broberts.co.uk/ (http://www.broberts.co.uk/)

Title: Re: Financial advisor needed
Post by: Merddin Emrys on October 05, 2010, 10:15:30 am

Thanks for that Dave :)

Title: Re: Financial advisor needed
Post by: Quiggs on October 05, 2010, 12:47:26 pm

There's also David Thomas, 01492 572004. My sister and I have used him, and he does house calls, also follow up reviews

Title: Re: Financial advisor needed
Post by: Paddy on October 05, 2010, 06:10:57 pm

I would strongly recommend 75point3. They did a great job for me with a pension and various insurance policies.

They have an office on Madoc street.

http://www.75point3.com/home.htm (http://www.75point3.com/home.htm)

Title: Re: Financial advisor needed
Post by: DaveR on October 05, 2010, 06:32:50 pm

You need any stock market advice, see me.  ;)

Title: Re: Financial advisor needed
Post by: Merddin Emrys on October 06, 2010, 08:58:14 pm

Quote from: DaveR on October 05, 2010, 06:32:50 pm

You need any stock market advice, see me.  ;)

I'd love to know of good investments in these days of very low interest rates :'( :'(

Title: Re: Financial advisor needed
Post by: DaveR on October 06, 2010, 09:02:07 pm

One of my favourite shares on the stock market is a cash rich company with no debt that pays a dividend of around 18% (based upon the price I paid for them).

Title: Re: Financial advisor needed
Post by: Merddin Emrys on October 08, 2010, 12:05:43 pm

 *&( sounds good to me :)

Title: Financial Help / Accounts Tax etc
Post by: dingo20 on October 15, 2010, 08:54:15 am

Does anyone meed help with bookkeeping, tax, debt management etc. I'm kicking my heels at the moment and willing to offer my services free (or cover expenses) I would love to help a local non profit / charity / clubs?

Title: Re: Financial Help / Accounts Tax etc
Post by: Fester on October 16, 2010, 12:32:06 am

Hmphhh ... the way things are, my shop could be described as a non-profit organisation at the moment.   :laugh: :laugh:

Title: Re: Financial Help / Accounts Tax etc
Post by: Trojan on October 16, 2010, 08:13:19 am

Quote from: Fester on October 16, 2010, 12:32:06 am

Hmphhh ... the way things are, my shop could be described as a non-profit organisation at the moment.   :laugh: :laugh:

I wonder why?  _))*