MAY
16

Want to advertise on this website? Create your advert now.

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 Melton Mowbray or at least within Leicestershire. 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 Melton Mowbray. 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 Melton Mowbray let alone Craven Lodge ! 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 Leicestershire.

Good luck! 

Independent Financial Advisers IFAs

Which Way Financial Solutions

Pera Business Park, Nottingham Rd, Melton Mowbray, Leicestershire, East Midlands, Melton Mowbray, Leicestershire LE13 0PB, UK – 01664 898261

Phil Denton of Which Way can explain finance in words that are understandable and even makes financial matters enjoyable to find out about ! Time spent with his company is well worth it..

Thomas Nicholas Financial Services

Office G1, Tower Building Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, UK – 01664 400121

We found Tom and the team very professional, approachable and always on hand if any support or advice was needed. Nothing was ever too much trouble and Tom in particular guided us through our first time house purchase. A big thank you to you all. We would highly recommend Thomas Nicholas Financial Services.

Excellent service from the beginning of the process to completion. We used Thomas Nicholas for a Help To Buy property in London and the team were very clear and thorough throughout. Thanks to their efficiency, we exchanged and completed on our target date. Would highly recommend to anyone looking to purchase through the HTB scheme.

Keightley Pattison Financial Management Ltd

Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, UK – 01664 569994

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

Oak Tree Services

Hawthorne Cottage, Main Rd, Brentingby LE14 4RX, UK – 07710 780943

Vanderweele Wealth Management

Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, UK – 01664 788178

Which Way Financial Solutions

Pera Business Park, Nottingham Rd, Melton Mowbray, Leicestershire, East Midlands, Melton Mowbray, Leicestershire LE13 0PB, UK – 01664 898261

Phil Denton of Which Way can explain finance in words that are understandable and even makes financial matters enjoyable to find out about ! Time spent with his company is well worth it..

This Microportal is built on the 2day Microportals platform which provides you with 3 click access to local and global information crucial both to your personal and working life. The platform provides live local data on transport, what's on, accommodation, eating out, shopping, sport, religion and weather as well as comprehensive reference and resource sections including TV, radio, online shopping, route planning, health, education and more.

We are not responsible for the content of external internet sites to which any 2day supported sites are linked. We do not share any contact information with other providers. We use cookies to make our site work efficiently. More information on privacy and cookies.

Copyright © 2004–2021 2day Microportals, East Quither Farm, Milton Abbot, Tavistock, Devon, PL19 0PZ, UK.