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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 Ledbury or at least within Herefordshire. 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 Ledbury. 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
Ledbury HR8 1DW, UK – 01531 633717
Becky has helped me with both my private pension and with setting up my firm's workplace pension. Alistair has, on occasion, provided very good advice on the more technical aspects of tax, trusts and investments. Excellent service! I regularly recommend them to my clients.
Lower Rd Trading Est, Ledbury HR8 2DJ, UK – 01531 638638
Come here in tanker ,never have a problem if they can tip me they will nice friendly staff .
Fast staff Large yard Plenty of space to turn a truck round Post code takes you to travis Perkins over the road If it dose take the next right turn and cross the main road amcor is in-front of your on the side street
Phoenix House, Westhill, Hereford, Ledbury HR8 1JF, UK – 0844 576 0402
The Elms Courtyard, Ledbury HR8 1RZ, UK – 01531 651230
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