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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 Berkhamsted or at least within Hertfordshire. 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 Berkhamsted. 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 Berkhamsted let alone Northchurch ! 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 Hertfordshire.

Good luck! 

Independent Financial Advisers IFAs

Fidelium Financial Planners Limited

7 Castle Hill, Berkhamsted HP4 1HE, UK – 01442 508111

Sarah Brown has been our Financial Adviser for eight years - she is a perfectionist. She and her staff at Fidelium provide us with regular, detailed financial reports. We’re used to detail, but not on the scale Fidelium provides – we’ve never had that before from any of our previous financial advisers. We trust Sarah and Fidelium implicitly – the company has managed our money and consistently delivered above and beyond what we/anyone could have expected. Fidelium offers clear, professional advice and is only happy when it has provided the appropriate advice for each individual client – we really appreciate the effort that Fidelium has put in for us. Fidelium has very high standards and values – integrity, hard work, very ethical and delivers results. All the staff at Fidelium are extremely personable and approachable – they go the extra mile to help their clients – they’ve definitely done that with us. We are so glad to have Fidelium as our Financial Advisers.

Fidelium are different to other companies I've used in the past in that they offer a bespoke personalised service. My investment portfolio is proactively monitored and I'm kept informed of its progress with regular updates. The staff are always very helpful and approachable. I feel I'm treated as an individual rather than a number. I have no hesitation in recommending them

Stringer Mann Financial Planners

236A High St, Berkhamsted HP4 1AG, UK – 01442 874888

This was our first time buying a house and found the help and advice fantastic, they organised our mortgage, life insurance and house insurance taking all of the hassle out and also put us in touch with surveyors, an overall professional and personal experience

We have just completed out mortgage using Stringer Mann's brokerage, and it was a pleasure to deal with them. Really professional but personal service. Would highly recommend.

BP Sanders & Co Ltd

111-113 High St, Berkhamsted HP4 2JF, UK – 01442 876333

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Investment Companies - Business Angels

Oliver Myles Marketing

F12, Audley House Business Centre, Northbridge Rd, Berkhamsted HP4 1EH, UK – 01442 345031

We use Oliver Myles Marketing for our Luxury Rallies brand, with their assistance we now have over 5,000 likes on our Facebook page. They have targeted to right audience for our brand and helped it to grow organically. They are very easy to speak to and do not blind you with 'marketing speak'. I would also say that Chris has taken time to understand our business so that the approach is the right one.

We've worked with Chris @ Oliver Myles on a number of projects and can highly recommend him. They take a very hands on and realistic approach to marketing ensuring that a businesses needs are at the heart of all activity.

Gade Group

Amersham House/Mill St, Berkhamsted HP4 2DT, UK – 01442 264488

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