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Independent Financial Advisers around Chesterfield

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 Chesterfield or at least within Derbyshire. 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 Chesterfield. 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 Chesterfield let alone Storrs Road Chesterfield ! 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 Derbyshire.

Good luck! 

Independent Financial Advisers IFAs

Jones & Co Independent Financial Advice

27 Glumangate, Chesterfield S40 1TX, UK – 01246 550521

From initial customer service to consultation to expert advice — Mark and his team make the process of managing your future easy, stress free and rewarding. If you are planning for your future and are looking for a trusted local company, I would recommend Jones & Co highly!

Cheetham Jackson JV

69 Saltergate, Chesterfield S40 1JS, UK – 0330 122 8895

I have dealt with Jane Chapman on several occasions and found her advice to be second to none. She is definitely at the top of her game and I would recommend her as a FA with out hesitation to anyone wanting to do any form of financial planning.

If Jane Chapman is ANYTHING to go by, and I'm sure it is, then this firm employs the most thorough and competent IFA's I've had the pleasure of being in a room with! Looking forward to our next meeting and find out all there is to know about SEIS's Thanks Jane!

AFS Limited

41 Clarence Rd, Chesterfield S40 1LH, UK – 01246 293858

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


Investment Companies

Investment Companies - Business Angels

The Mansfield Building Society

91 New Square, Chesterfield S40 1AH, UK – 01246 202055

Propex

Propex House, 9 Royal Court, Chesterfield S41 7SL, UK – 01246 564200

Jones & Co Independent Financial Advice

27 Glumangate, Chesterfield S40 1TX, UK – 01246 550521

From initial customer service to consultation to expert advice — Mark and his team make the process of managing your future easy, stress free and rewarding. If you are planning for your future and are looking for a trusted local company, I would recommend Jones & Co highly!