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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 Croydon or at least within Surrey. 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 Croydon. 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
152 Brighton Rd, Coulsdon CR5 2YQ, UK – 020 8763 8090
Great staff. Very professional and helpful environment
Goo d clear advice. Fair charges for advice
163 Woodcote Valley Rd, Purley CR8 3BN, UK – 020 8668 5545
We could not find any Stockbrokers and investment specialists around your location. Please click below to see full results from Google.
South East Office, The Officers’ Mess, Coldstream Road,, Caterham CR3 5QX, UK – 0117 925 6073
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