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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 Baglan or at least within Glamorgan. 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 Baglan. 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
Business Centre,, Seaway Parade, Port Talbot, Baglan SA12 7BR, UK – 01639 825066
You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as plan for ours, and we completely trust that DWJ have our best interests to heart. I recommend Danni and the team to everyone who asks about insurance, mortgages, pensions and life cover. Thank you
49 Talbot Rd, Port Talbot SA13 1HN, UK – 01639 885521
Church Rd, Port Talbot, Neath SA10 7TF, UK – 01639 638284
Central Ave, Port Talbot SA12 7AX, UK
Just a normal trading estate.
TCS office is there at Unit 19 Baglan Energy Park
15 Aberafon Rd, Port Talbot SA12 7DJ, UK – 0800 511 8759
Lot 7, Baglan Energy Park, Brunel Way, Briton Ferry, Neath SA11 2GA, UK – 01639 825640
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