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Financial Advisers - recommendations /experiences please

Financial Advisers - recommendations /experiences please

Old Apr 23rd 2017, 9:04 pm
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Default Financial Advisers - recommendations /experiences please

We're looking to move back to NZ from the UK after 12:years away. We both have UK pensions and could really use some advice. Can anyone recommend anyone useful to talk to for proper advice ?
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Old Apr 23rd 2017, 9:09 pm
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Default Re: Financial Advisers - recommendations /experiences please

ChCh4me may be able to help. If not he will know someone that can. I'll ping him.

He's tried and tested for being a reliable good'un.

For many it is a long weekend here as Anzac Day is tomorrow & also school holidays.
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Old Apr 23rd 2017, 10:24 pm
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Default Re: Financial Advisers - recommendations /experiences please

Originally Posted by Maybee View Post
We're looking to move back to NZ from the UK after 12:years away. We both have UK pensions and could really use some advice. Can anyone recommend anyone useful to talk to for proper advice ?
Yes I'd be happy to help, will private message you.

Just as a general comment, there have been so many changes with UK pensions that many Advisers will no longer provide advice in this area. It is essential to seek an Adviser that specializes and has experiance with such matters. I have come across cases where investors have taken advice from offshore firms that are not familiar with NZ tax issues or have recommended investing offshore which can cause even bigger NZ bills.

Hope that helps.
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Old Apr 24th 2017, 9:44 am
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Default Re: Financial Advisers - recommendations /experiences please

Thanks, I can't view your message yet as it seems I need to have more than 3 posts and the above was my first!
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Old Apr 24th 2017, 9:44 am
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Default Re: Financial Advisers - recommendations /experiences please

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