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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 Swadlincote or at least within Derbyshire. 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 Swadlincote. 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 Swadlincote let alone Granville School ! 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 Derbyshire.

Good luck! 

Independent Financial Advisers IFAs

Jay Financial: Pensions and Investments Independent Financial Advice (IFA)

2 Greenfields Waterfallows Lane, Linton Heath, Linton, Swadlincote DE12 6PF, UK – 01283 761866

I've known Jackie for around 5 years now. We first met in a professional capacity but since then I have become a private client as well as introducing Jackie to my family who all use her for financial advice. Without question Jackie is fantastic at making complex issues as easy as can be with sound advice.

Jackie and her team have been providing me with Financial Advice for several years now. Jackie is always very thorough about the advice she offers to make sure you understand the information and that it fits your needs. Jackie is always very professional and trustworthy – thanks for sorting my finances out for me.

Integritas Financial Planners Ltd

A1 Gresley Business Park, William Nadin Way, Swadlincote DE11 0BB, UK – 01283 777014

Great British Finance Ltd

19 High St, Swadlincote DE11 8JE, UK – 01283 819599

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

JSP Building Construction

4 Rowley Ct, Swadlincote DE11 0AS, UK – 07528 947217

Investment Sense

72 High Street, Woodville, Swadlincote DE11 8HS, UK – 0333 344 7000

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