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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 Earswick or at least within North Yorkshire. 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 Earswick. 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 Earswick let alone York Garrison ! 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 North Yorkshire.

Good luck! 

Independent Financial Advisers IFAs

Garbutt + Elliott

Arabesque House, Monks Cross Dr, York, Huntington, York YO32 9GW, UK – 01904 464100

My business has used G+E for around 8 years and we have not one single complaint. All staff have been great to work with and using G+E is one of our best decisions.

C and C - Mortgage Brokers in York

York Eco Business Centre (Will Assist), Amy Johnson Way, Clifton Moor, York YO30 4AG, UK – 0800 002 9555

WOW! These guys really know their stuff. I was beginning to give up getting a mortgage, after talking to my bank and a couple of other brokers, but these guys really sorted out everything for me. They really did an excellent job, one small thing was that the adviser was 20 minutes late on the first appointment (traffic), which annoyed me, but after that everything was superb and more than made up for the initial irritation.

I have just had my first mortgage complete with these guys and would have no hesitation in recommending them to others.My circumstances were a little tricky and I really didn't think I would be able to get on the housing ladder but they made it happen for me.Communication was first class,and I just sat back and let them get on with it!

Corville Financial Services

Haxby Shopping Centre, 1 The Village, York YO32, UK – 01904 796841

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Investment Companies - Business Angels

Aviva

1st Floor Moorside, Monks Cross Dr, Huntington, York YO32 9LB, UK – 01603 622200

Great place to work.

Very nice place to work

The Helmsley Group

Monks Cross Drive, Huntington, York YO32 9GZ, UK – 01904 682800

Corville Financial Services

Haxby Shopping Centre, 1 The Village, York YO32, UK – 01904 796841