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Independent Financial Advisers (IFAs) Questions Answered

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

 

Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that ever annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Swindon let alone Purton ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Wiltshire.

Good luck! 

Independent Financial Advisers IFAs

Independent Financial Services 4 You Ltd

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.

Lexington Wealth Management

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.

Mortgage Protection and Finance Ltd

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.

We could not find any Stockbrokers and investment specialists around your location. Please click below to see full results from Google.

Investment Companies - Business Angels

Rycal Investment Group

4, Clearwater Business Park, Frankland Rd, Swindon SN5 8YZ, UK – 01793 238404

AA Global Sourcing Ltd

37 Stone Ln, Lydiard Millicent, Swindon SN5 3LD, UK – 07807 210682

NFU Mutual Swindon

2, The Byre Lower Hook Farm, Hook St, Royal Wootton Bassett, Swindon SN4 8EF, UK – 01793 232734

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