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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 Blackpool or at least within Lancashire. 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 Blackpool. 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 Blackpool let alone Arnold Senior School ! 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 Lancashire.

Good luck! 

Independent Financial Advisers IFAs

Red Star Wealth Management

7 The Pavilions Avroe Crescent, Blackpool FY4 2DP, UK – 01253 486346

Brilliant people, excellent advice. Would not hesitate to make recommendations.

If there is a more understanding, helpful, friendly and knowledgeable Financial Adviser out there - then I have not met them. I was looking for a Financial Adviser I could trust and have confidence in that trust - the minute I met Kristen, I knew she was the one. She is natural and does not try to bamboozle you with science, she takes the time to make sure you understand and does it with patience and great expertise. She has a wonderful friendly team and is always on hand for a chat or some quick advice and goes way beyond the call of duty to help with any little matter - if it is important to me, then it is important to her and her team and she makes you feel valued and that nothing is too much trouble. I cannot recommend highly enough the services of Red Star Wealth - they are real people people, but don't just take my word for it, give them a call and see for yourself - you will be glad you did

Adcroft Hilton

269 Church St, Blackpool FY1 3PB, UK – 01253 299399

Words Cannot express how helpful this firm and staff have been during a very horrid time. Nothing was too much trouble, the staff ( Katrina & Sonya ) were brilliant. Very recommended.

Great company with great staff - all very knowledgeable and friendly. would recommend

Progress FS Ltd

283 Church St, Blackpool FY1 3PG, UK – 01253 922444

Progress were fantastic and helping me find a new mortgage. Not only did they beat deals I'd been offered previously by my bank and another advisor but they took the stress out of buying my first home guiding me every step of the way and even helping me understand my survey. The advice was simple and impartial and they made recommendations based on what they believed was right for me (I didn't want to overstretch myself monthly so they helped me understand my affordability). They also helped me sort life insurance with minimum fuss which is another job off my list. A fantastic professional service that I wouldn't hesitate to recommend!! 👍🏼 Thankyou so much!

Thank you so much for all of your help I couldn't have asked for more friendlier helpful advice! Here's to completion :):)

Investment Companies - Business Angels

oak estates agents

293 Church St, Blackpool FY1 3PF, UK – 01253 751601

Highly Recommended!!!! Oak Estates was very helpful when I was Searching for a property in Blackpool and they work their hardest to make the process easy for me. Stress Free.

Happy Creative Limited

Metro House, 14-17 Metropolitan Business Park, Blackpool FY3 9LT, UK – 01253 446933

Great Service, Friendly Staff, would highly recomemend A*

Happy Creative designed a fantastic website for me, at an affordable price. Their level of expertise was very impressive, and the graphic design element of the site was built to a very high standard. Their insight into marketing and social media was also helpful, and any time I've needed updates, they have worked extremely fast. I can't rate these guys highly enough. Si Page, Author

The Hot Tub Superstore

Trident Business Centre, Unit 4-5, Amy Johnson Way, Blackpool FY4 2RP, UK – 01253 599330

The service and product were fantastic and from start to finish, from inquiry to installation was a pleasure. I had researched extensively the plethora of hot tub sellers through out the UK and they came out on top for service and value for money. Even the installation was great fun with a knowledgeable and friendly team who left us fully trained and confident in the usage and maintenance of the equipment. After sales has been attentive and polite making us feel special and cared for. The pure essence of their service is that they care about every aspect of their business and customers. All the guests at the Tin Church love this extra bit of luxury, thank you Bill

What a lovely company to deal with. They made the whole process so easy, from the moment i spoke to them they were extremly helpful, they advised me on fitting, preparing the hot tub area and i was able to pay a refundable deposit. Any questions were answered quickly and even in the instances where I messaged them out of hours I had a quick reply. The delivery guys were poliete and helpful and had the tub installed very quickly. The tub (force 8) is awesome and I am so happy I chose this company, i would highly recommend!

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