Dave Percival
Admin, Ops, IT & Finance
Investment advisor recommendations
Sharon Shortland Secretary at The Margaret Dobson FE Trust Posted 1 year ago
Can anyone help with a recommendation for an investment advisor? We are not at all happy with the current advisor we have. We are looking for two companies we can approach (we already have one) to compare costs and level of service with.
We have a small endowment, currently a bit less than a million pounds, which pays us interest annually which we give to our beneficiaries in grants. Could anyone recommend who they use and why please.
Apologies for posting in two groups - I wasn't sure which one to post in.
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