Want to advertise on this website? Create your advert now.
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 Castle Cary or at least within Somerset. 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 Castle Cary. 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
2 Market Pl, Castle Cary BA7 7AL, UK – 01935 815596
MR NR SPARKS To Louise and the Team at CASTLETON FINANCE. I would like to take this opportunity to say a big thank you for all your hard work sorting out my pension pot In a professional but friendly way you guided me through the minefield of the pension world. Keeping me informed as we went till you found the very best solution for me personally . I would not hesitate to contact you in the future or recommend you to anyone in need of financial advise.. Many Thanks N.R.Sparks
Station Road, Castle Cary BA7 7BU, UK – 01963 359425
Quality, knowledgeable advice. Highly Professional and friendly service. Fantastic!!
This Microportal is built on the 2day Microportals platform which provides you with 3 click access to local and global information crucial both to your personal and working life. The platform provides live local data on transport, what's on, accommodation, eating out, shopping, sport, religion and weather as well as comprehensive reference and resource sections including TV, radio, online shopping, route planning, health, education and more.
Copyright © 2004–2021 2day Microportals, East Quither Farm, Milton Abbot, Tavistock, Devon, PL19 0PZ, UK.