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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 Redditch 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 Redditch. 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 Redditch let alone St Stephens CE First 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 Worcestershire.

Good luck! 

Independent Financial Advisers IFAs

Morgan Financial Solutions Redditch

12 Church Green E, Redditch B98 8BP, UK – 01527 406956

Exceptional service from Dan Farley, extremely efficient, professional guy who loves his job and can't do enough for you. He knows his stuff and went far beyond anybody I've met in the industry before to find the best product for your situation. This is the guy you need, he's the best.

Dan was extremely helpful & a consummate professional. He made the whole process straight forward and easy to follow and I would recommend him to anyone. Extremely happy with the service & expertise offered throughout.

HL Consulting

373 Evesham Rd, Redditch B97 5JA, UK – 01527 540654

Kim Bayliss Wealth Management Ltd

3 Ardens Cl, Redditch B98 0QE, UK – 01527 529405

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

Slimstock

Grosvenor House, Prospect Hill, Redditch B97 4DL, UK – 01527 509561

Fantastic company! Clearly supply chain experts & extremely professional

Nice friendly staff

Mills and Stain Investments

Weights Farm, The Old Stables Pound Court, Weights Ln, Redditch B97 6RG, UK – 01527 595216

Advanced Casting Co

Pipers Road, Redditch, Park Farm Ind. Est. B98 0HU, UK – 01527 524257

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