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English-speaking financial advisors in Munich

Experiences and personal recommendations

Toytown Germany > Discussion forum > South Germany > Munich > Life in Munich
thequestioner
Hi all,

I am thinking of employing the services of a financial advisor, but before doing so would very much value your opinions.

Therefore, I am seeking information regarding experiences and impressions of financial advisors who TTers have used, either found through TT (advertisers, ie. Martin Brown at First Financial Direct) or otherwise.

Thanks very much.
grombomble
Getting very fed up with service from my current Munich based 'professional' financial planner - help with pensions, investments etc. Anyone got any recommendations for English speaking planners. You know how it is - first 2 years you get the Xmas bottle of wine, year 3 they have you and stick you in the small pokey office and take 3 months to follow up on their committments - if at all.

Dont call me if you are a financial planner - I prmise you will not get any business. I want recommendations from happy campers only. tongue.gif

Topics merged by admin
HellesAngel
Starshollow / Patrick Ott, or for non-TT I've had basically sound but dull advice for a few years from MLP on Seidlstr, Munich, although you do have to keep a very very close eye on all advisors, and especially companies that must make a profit through offering financial advice.
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