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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 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

 

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 Haverfordwest let alone Haverfordwest ! 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 Pembrokeshire.

Good luck! 

Independent Financial Advisers IFAs

Wood Financial Consultancy Ltd

Unit 6, Haverfordwest Business Centre Merlins Court, Winch Ln, Haverfordwest SA61 1SB, UK – 01437 769697

Thomas and Thomas Finance (IFA), Independent Financial Advisors

Avallenau House, Avallenau Dr, Haverfordwest SA61 1XN, UK – 01437 722228

MT Polo Ltd

2A Dark St, Haverfordwest SA61 2DS, UK – 01437 767753

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

Barclays Bank

32 High St, Haverfordwest SA61 2DA, UK – 0345 734 5345

I will come here

Bank

NFU Mutual Haverfordwest

Agriculture House, Winch Lane, Haverfordwest SA61 1RW, UK – 01437 558089