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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 Salisbury 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 Salisbury. 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 Salisbury let alone Salisbury ! 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 Wiltshire.

Good luck! 

Independent Financial Advisers IFAs

The Aaron Partnership

Griffen House, Malhouse Lane, Salisbury SP2 7RF, UK – 01722 341711

Fantastic service and advise FROM Gary on getting my first mortgage. Highly recommend

Had an extraordinarily positive experience working with Paul McFarlane of the Aaron Partnership, who guided us through acquiring a mortgage. Without his help, the process would have been extremely difficult and he couldn't have done more for us. Highly recommended

Fawcetts

Windover House, St Ann St, Salisbury SP1 2DR, UK – 01722 420920

We've used Fawcetts for our Ltd company accounts for a few years now and they've been great. Offering advice on tax savings, and always friendly when we pop in. They set up our Payroll, offered training, and most importantly to me always answer the phone should I call.

Your Mortgage Expert Ltd

First Floor, Western Office, 18 New Canal, Salisbury SP1 2AQ, UK – 01722 322683

Ms Nicky Jennings handled our mortgage from start to finish. We had access to all mortgage products on the market. All details were carefully explained and she took the care to find the most suitable deal for us. Exceptionally prompt and professional. Highly recommended.

Your Mortgage Expert and in particular Dan Allen were extremely helpful in arranging a mortgage for us. Dan was very responsive and organised a meeting within 24 hours of contact. We achieved the mortgage we required with minimum fuss. The advice was clear and straightforward and contact always very quick and detailed. Excellent service all round. I have no hesitation in recommending their service to others.

Investment Companies - Business Angels

Smith & Williamson

21 Chipper Ln, Salisbury SP1 1BG, UK – 01722 431000

Great location

GBIM

Chequers Court, 37 Brown St, Salisbury SP1 2AS, UK – 01722 424444

Accel

2 Brunel Rd, Salisbury SP2 7PX, UK – 01722 411919

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