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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 Haverfordwest or at least within Pembrokeshire. 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 Haverfordwest. 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
Unit 6, Haverfordwest Business Centre Merlins Court, Winch Ln, Haverfordwest SA61 1SB, UK – 01437 769697
Avallenau House, Avallenau Dr, Haverfordwest SA61 1XN, UK – 01437 722228
2A Dark St, Haverfordwest SA61 2DS, UK – 01437 767753