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  • Fisher Investments UK - opinions? — MoneySavingExpert Forum
    Does anybody have any comments, experiences, reviews, thoughts, or advice and opinions, regarding the company Fisher Investments UK based in Canary Wharf London?
  • Fisher Investments - any views — MoneySavingExpert Forum
    I have been contacted several times to meet with Fisher investments They are looking for people with £250k or more to invest and they are promising returns way in excess of anything a pension will do I have just short of £850k in my various pensions pots, and considering trying to make (at least some of it) work a bit harder
  • IFA - Fisher Investments? — MoneySavingExpert Forum
    Hi all, I’ve got to a point where I think it would be sensible to have an IFA taking some control over some things in my life, pensions, ISAs, tax shelters, insurances etc I recently downloaded a fisher investments document which then led to them contacting me and I’ve had a couple of meetings with them now I’ve just given them the LOA to speak to my pension provider but I’ve just
  • Fisher Investments - MoneySavingExpert Forum
    Anyway I have had a meeting with Fisher Investments, they obviously have a track record, fees of 1 5% and a different way of working My question is I still have £310,000 uncrystallised, would you recommend moving from SJP and would Fisher Investments be a good choice Thank you for any advice
  • Fisher Investments UK - opinions? - Page 2 - MoneySavingExpert Forum
    For anyone who is interested Fisher Investments use Open Ended Investment companies for their UK clients There are a variety of funds, the pure equity one is Purisima Global Return B [PMGTGB], it has a 5 star Morningstar rating, a high- ish 1 51% charge and has gained 25 655% YTD (2024)
  • Fisher Investments - MoneySavingExpert Forum
    Fisher promote themselves widely on Facebook and claim annualised returns since 2002 of 9% on their Purisima total return B fund Their min investment is £250k This seems a lot to commit to a single investment company Does anyone have experience of investing with Fisher Are they as good as they say they are ?
  • Anyone have experience leaving Fisher Investments?
    It sounds that within the SIPP there may be a separate account which holds the investments If so, the SIPP provider will, in the course of winding up the pension and transferring out the funds, instruct that provider to sell the investments Depending on how it is set up, your signature might be needed for that as well
  • Fisher Investments UK - opinions? - Page 3 - MoneySavingExpert Forum
    Which NatWest and RBS branches are closing from 2025? Here's the full list – and banking alternatives NatWest and Royal Bank of Scotland (RBS), which are both part of the NatWest Group, will shut at least 108 of their bank branches in 2025 and beyond, after the Group announced a further 52 NatWest closures
  • Fisher investments - MoneySavingExpert Forum
    Fisher investments garyelder Posts: 143 Forumite 18 September 2023 at 7:07PM in Pensions, annuities
  • The 15-Minute Retirement Plan — MoneySavingExpert Forum
    Fisher Investments is well established in the US but tiny in the UK It is non-mainstream and uses discretionary management rather than the conventional investment methods Discretionary management is more expensive They target high net worth individuals (over £250k typically) They are not independent





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