Want to advertise on this website? Create your advert now.
What is the role of IFA? Independent Financial Advisers should provide independent financial advice on your pensions savings, investments and equity release on your property if you need some cash later in life. The is an argument that everyone needs an IPA. They can become your personal 'go to' stockbroker and general financial fixer. That is why I would suggest they you find one in or around Swindon or at least within Wiltshire. I would not recommend one miles away or never answered the phone. Another good way is personal recommendation. Ask a friend. Your IFA will be an important person in your life. You need to get them right!
How do IFA make money? Some IFAs are on commission and others charge. Many people believe that if they are to be truly 'independent' they should not have a financial relationship with the funds that they recommend their clients to invest - as their advice will be biased in favour of the funds which pay them the best commission. The way to avoid this is to ask them and then pay them a fee for their financial advice.
How do I find an IFA? Have a look below at the list of IFAs around Swindon. They are reviewed. Personally I would create a shortlist and simply visit them personally. There is nothing like knowing your IFA. That is the advantage of having a local one
Lucena House Shaw Village Centre, Ramleaze Dr, Shaw, Swindon SN5 5PY, UK – 07900 361088
Fantastic service, thanks for all your advice and help
Very knowledgeable mortgage advisers, thank you.
Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX, UK – 01793 771093
Warren's expert advice has been invaluable in helping us invest with confidence towards our retirement fund. Warren has definitly been instrumental in My Wife and My future security. His advice is given with professional knowledge of the products he advises on, along with the patience required for me to leave our meetings fully understanding his recommended product and advice. A first class service that I would sincerely recommend.
I would highly recommend Lexington. I was referred by a friend and I couldn't be happier with the outcome. From the beginning I was reassured and details were always explained clearly. Everything discussed was followed through and professionally handled.
208 Rodbourne Rd, Swindon SN2 2AA, UK – 0800 612 6968
Your advice has been really appreciated in these uncertain times and you made the whole process much smoother and easier than expected. Your customer service and communication has been great and I have felt like a truly valued customer, always having someone on the end of the phone when I needed to find out information was great. I am really happy with the outcome end if there was anything further i needed advice on I would certainly use your services again.
4, Clearwater Business Park, Frankland Rd, Swindon SN5 8YZ, UK – 01793 238404
37 Stone Ln, Lydiard Millicent, Swindon SN5 3LD, UK – 07807 210682
2, The Byre Lower Hook Farm, Hook St, Royal Wootton Bassett, Swindon SN4 8EF, UK – 01793 232734
This Microportal is built on the 2day Microportals platform which provides you with 3 click access to local and global information crucial both to your personal and working life. The platform provides live local data on transport, what's on, accommodation, eating out, shopping, sport, religion and weather as well as comprehensive reference and resource sections including TV, radio, online shopping, route planning, health, education and more.
Copyright © 2004–2021 2day Microportals, East Quither Farm, Milton Abbot, Tavistock, Devon, PL19 0PZ, UK.