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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 Rodborough or at least within Gloucestershire. 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 Rodborough. 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 Rodborough let alone Uplands Playgroup ! 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 Gloucestershire.

Good luck! 

Independent Financial Advisers IFAs

Noble James Associates Ltd

6 King St, Stroud GL5 3DE, UK – 01453 755567

Lief Financial Services Ltd

Cliffs Mead, Field Rd, Whiteshill, Stroud GL6 6AH, UK – 01453 767629

Town & Country Financial Planning Ltd

1 Locking Hill, Stroud GL5 1QN, UK – 01453 752008

We could not find any Stockbrokers and investment specialists around your location. Please click below to see full results from Google.

Investment Companies - Business Angels

Robin Waite - Business Coach, Author and Speaker

Stroud House, Russell St, Stroud GL5 3AN, UK – 01453 884100

What an excellent breakthrough session. Robin really opened my eyes to the opportunities around me and had great ideas on how to move my business forward. Robin also gave me useful tips on structuring and organising my systems to ensure I give a great service to my clients. I would really recommend having a consultation with him to see how he can help you.

Just a quick review following a very valuable consultation call I had with Robin last week. Just like in his book 'Take your shot' it was no fluff, actionable advice and guidance, but tailored specifically for my situation. Robin has a great way of explaining what should be focused on first in order to get the needle moving the most. I left the call with a list of actions that will certainly get that needle moving and I'd happily recommend Robin and his books to anyone looking for some business coach support. Thanks Robin. Very much appreciated. Will certainly be back again in the future.

Ecotricity Headquarters

Lion house, 2 Rowcroft, Stroud GL5 3BY, UK – 0800 030 2302

the most ethical gas and electricity company - other green energy firms buy in their energy from existing sites whereas Eco invest money made into new research and the building of new resources such as wind parks and sun parks (solar panels)

I have been with Ecotricity for a number of years now, and their rates are very fair, and also provide me with 100% green energy, and use my bill money to develop more sources of renewable energy, and for environmental conservation. They also provide a green mobile service, using money from my bill to create nature reserves, and for my electric car they provide Britain's only comprehensive network of fast-chargers sited on every motorway service area, and other places. I get an electricity discount because I have an EV, and in January will be moved to a special EV tariff, called "Fully Charged". I fully recommend Ecotricity to anyone interested in the environment.

Air Products

200 Westward Rd, Ebley, Stroud GL5 4ST, UK – 0800 611 8921