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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 Birmingham or at least within West Midlands. 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 Birmingham. 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 Birmingham let alone Bournville ! 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 West Midlands.

Good luck! 

Independent Financial Advisers IFAs

Petrie & Petrie

158 Weoley Castle Rd, Birmingham B29 5QL, UK – 0121 427 2133

Petrie and Petrie were recommended to me. Mike and the team are friendly, approachable, knowledgeable and in my opinion trustworthy, professional and helpful. No 'stupid question' from me was left unanswered. This was the first time I've sought the advice of an IFA and I can recommend them heartily. They won't give you advice which goes against their ethical standards and your financial wellbeing now and into the future is at the heart of what they do. I gave them 5 stars and have no hesitation in recommending them to you.

Arden Financial Consultants LLP

30 The Green, Birmingham B38 8SD, UK – 0121 486 2772

A F H Wealth Management

129 Wychall Rd, Birmingham B31 3AP, UK – 0121 475 9655

Investment Companies - Business Angels

P M G Investments Ltd

180 Lifford Ln, Birmingham B30 3NU, UK – 0121 486 3399

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