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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 Bristol or at least within Bristol. 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 Bristol. 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 Bristol let alone Sefton Park Infant School ! 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 Bristol.

Good luck! 

Independent Financial Advisers IFAs

Elite Financial Consulting Ltd

Park Edge, 359A Church Rd, Bristol BS5 8AQ, UK – 0117 955 3791

I first came into contact with Alex Parker from Elite after him being very highly recommended from a work colleague who Alex had helped with a mortgage. My wife and I met with Alex as we needed impartial advice on what would be the best move for us financially regarding our mortgage and buying a second property. To say Alex was awesome, is an understatement. He always spoke with us in a friendly and welcoming manner, and always strived to explain matters in a down to earth way that we could understand. Alex sorted our mortgage and re-mortgage effortlessly and kept us informed every step of the way, making the whole process seamless. Furthermore, after health issues in my past, it was becoming nigh on impossible to find a company that would offer me life insurance, again Alex was AWESOME. He really went so far above and beyond to help me and find a company that would finally offer me the cover I required. Alex is a friendly, funny, warm, straight up guy that we feel very blessed to have met. Both my wife and I, would 100% recommend Alex and Elite Financial Consulting to anyone looking for sound financial advice. 5☆ Outstanding Service, from start to finish. Alex, thank you so very much.

Fantastic service. We were first time buyers and our FA was really informative and helpful from start to finish. Definitely felt like he was going above and beyond to help.

Bristol&West Financial Adviser - Pension Adviser Bristol & Mortgage Broker Bristol

Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ, UK – 0117 959 6503

Don and Mark at Bristol & West Financial Services Ltd are Pension advisers for my IT company and they did a fantastic job. I will be using Bristol & West Financial Services Ltd for any financial matters in the future!

Churchill Wealth Management Ltd

13 Alma Vale Rd, Bristol BS8 2HL, UK – 0117 923 7652

Throughout my experience with Churchill Wealth Management I have felt confident in their knowledge and expertise. They have been consistently professional and efficient with their communications with me. I feel much clearer with regards to my pension and investment options and would wholeheartedly recommend them.

The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.

Whitechurch Securities Limited

The Old Chapel, 14 Fairview Drive, Redland, Bristol BS6 6PH, UK – 0117 916 6150

Highly professional outfit, very well respected.

Investment Companies - Business Angels

Bristol Property Partnership

34A Chandos Mews, Chandos Road, Redland, Bristol BS6 6PF, UK – 0117 375 0420

I have nothing but praise for Nick Josling and Ashley Rigg of BPP. As a former tenant of theirs I found them both to be honest, sincere and extremely helpful! I had to leave their property after going through some personal issues, Nick Josling went out of his way to keep my personal possessions safely and kept me informed at all times. He then assisted me by personally driving my property back to me. I have never experienced such generosity and kindness from a landlord. They are truly genuine gentlemen!

Friendly staff

Crystal Wealth Management Ltd

19 Portland Square, Bristol BS2 8SJ, UK – 0117 923 2320

We received an excellent financial review from David Birkett of Crystal Wealth Management and very clear pensions advice which was acted upon. I can thoroughly recommend CWM for a helpful and professional service.

David Birkett of CWM provided a great service. I can highly recommend him and his company.

Absolute Wealth Management Ltd

41 North View, Bristol BS6 7PY, UK – 0117 907 1965

A very easy company to deal with. Pete explained everything in detail about my Pension options. I would have no problem in recommending Absolute Wealth to friends and family.

Always had the best advice from this company over several years and would recommend them to my family and best friends - so you can see how high the company is in my estimation.

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