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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 Stourport-on-Severn or at least within Worcestershire. 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 Stourport-on-Severn. 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 Stourport-on-Severn let alone Travelodge Hartlebury ! 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 Worcestershire.

Good luck! 

Independent Financial Advisers IFAs

Eureka Financial Solutions

Old Anglo House, Mitton Street, Stourport-on-Severn, Worcestershire DY13 9AQ, UK – 0333 344 9040

Really great company to deal with - explained everything to me and gave me very comprehensive advice

Personal Financial Advice Ltd

50 High St, Stourport-on-Severn DY13 8BX, UK – 01299 878542

Colwood Estate Planning Services Ltd

3 Bewdley Rd, Stourport-on-Severn DY13 8XE, UK – 01299 488490

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Investment Companies - Business Angels

Lost Wax Development

Firs Industrial Estate, Rickets Cl, Kidderminster DY11 7QN, UK – 01562 827575