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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 Chippenham 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 Chippenham. 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
Monkton Hill, Monkton Reach, Chippenham SN15 1EE, UK – 0800 254 0000
Been with them for years, they're more expensive but generally they've been quick and plesent to deal with. I may have to leave them due to cost but I still look to them as a thought leader in the area.
Used them for 4 years now. Always good on the phone and fairly quick, initially saved me a lot compared to British Gas but it is an ethical choice really isn't it? 100% renewable electricity. The admin of my account during house moves hasn't been brilliant but I can forgive for the above reasons
Fern Bank, Parkers Ln, Kington Langley, Chippenham SN15 5PL, UK – 01249 758192