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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 Torquay or at least within Devon. 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 Torquay. 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
345A Torquay Rd, Paignton TQ3 2EP, UK – 01803 554455
Howard financial were fantastic at helping us find the right mortgage and life insurance. They worked very hard and kept us well informed at all times. FANTASTIC!
Very professional team. Best brooker I ever met.Strongly recommended.. Thank you
Lifetime IFA, Floors 1-3, 28 Victoria Street, Paignton TQ4 5DN, UK – 01803 526171
I have one investment and two mortgages wth Daniel and I'm incredibly happy. Previous to using him I had one advisor claim I was unable to acquire a mortgage and another wanted an expensive upfront fee and suggested a worse product (over 3% 3 year fixed) opposed to better rates for longer fixed terms and lower product fees. My investment which may be his smallest on record has still performed fantastically well and his colleague Paul is excellent to deal with if Dan isn't available.
I've been absolutely delighted with the professional, thorough and personal service I've received from Lifetime IFA. I will not be going anywhere else for pension, investment or mortgage requirements and will be recommending all my contacts too. I would urge anyone wanting great service from experienced staff to get in touch.
13 Hyde Rd, Paignton TQ4 5BW, UK – 01803 551238
Since being recommended Mr Lee Maskery as our financial adviser, we have benefitted from exceptional,honest and most importantly advice that places our interests and welfare first. We now feel far more enabled to deal with life's fluctuating fortunes having the best financial adviser any one could ever ask for.
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