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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 Calne 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 Calne. 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
1 Oxford Rd, Calne SN11 8AA, UK – 01249 810050
Chilvester Financial helped us with the dream of buying a home. When another broker company made things much harder than they had to be and told us it was not possible to get a mortgage Chilvester went out of there way to help and had no problems with finding a lender and helped every step of the way which made things much easier! I cannot recommend this company enough!
I have had excellent service from Chilvester Financial. They gave me comprehensive advice on my pensions and investments, and by following it I have seen my portfolio increase in value. They keep my finances under regular review and make adjustments (with my consent) where necessary. They also take time to make sure that I understand everything clearly and are readily available if I need to talk. I highly recommend them.
Stanier Road Porte Marsh Industrial Estate, Calne SN11 9PX, UK – 01249 820101
Carlton House, Maundrell Rd, Calne SN11 9PU, UK – 01249 820043