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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 Tavistock 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 Tavistock. 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
Culver House, 13 West Street, Tavistock PL19 8AN, UK – 01822 617960
Excellent Financial Services and sound advice from Stephen Marker. Thank you.
Great Christmas window display😄👍
Kilworthy Park, Drake Rd, Tavistock PL19 0BZ, UK – 01822 618535
10 Newtake Rd, Tavistock PL19 9BX, UK – 07733 330543
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