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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 London or at least within London. 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 London. 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 London let alone Fusiliers In London and Throughout History ! 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 London.

Good luck! 

Independent Financial Advisers IFAs

Plutus Wealth Management

Bridewell Gate, 9 Bridewell Pl, London EC4V 6AW, UK – 020 7871 5200

I'm pleased to have got involved with a professional company like Plutus. Georgina & Ross have been excellent.

I cannot speak highly enough of Plutus Wealth Management and in particular Georgina Partridge. I have been a client with them for several years and their personal approach definitely separates them from their competition. They are a dynamic and engaging team with a strong focus on their purpose, which has always made me feel that I’m in very safe hands. Georgina constantly takes the time to understand my financial goals from a holistic perspective which we regularly review together, and it’s her honesty, professionalism and objectivity that I truly value and trust. I have recommended friends and colleagues to speak to Plutus about any of their financial concerns or objectives and I have no hesitation in continuing to do so. Fantastic service from a fantastic team!


1st Floor, 20 Little Britain, London EC1A 7DH, UK – 020 7065 2740

I have been with Money Wise for many years and would not hesitate to recommend them. They are professional, friendly and extremely knowledgeable. They deal with my Pension, Investments and ISAs and I feel confident with their advice and recommendations. In addition they are very approachable and they take a personal interest. Perhaps the strongest recommendation I have is the trust I have with them.

Have been a customer with MONEYWISE for some months now and have found them very helpful, always have my interests at heart. The Advisor and the other staff have very valuable and detailed knowledge and all my pension plans were fashioned to suit me and everything about me. I would recommend MONEYWISE to anyone thinking about their financial position and in need of advice. Thanks

Holder and Combes

20 Little Britain, London EC1A 7DH, UK – 020 7101 2817

I was recommended Holder and Combes by my accountant. I like the way they try and truly understand me and what is important for my future. They come up with interesting ideas and solutions and explain things clearly. In addition, I personally deal with Ed Holder and I always find our discussions rewarding and enjoyable. Terrific all round.

Holder and Combes have proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action. Ed speaks in plain English and genuinely seems to relish the task of restructuring our finances to improve our quality of life. He goes the extra mile to find a solution to the knottiest of problems. I would recommend them without reservation.

Shard Capital Stockbrokers

23rd Floor, 20 Fenchurch St, London EC3M 3BY, UK – 020 7186 9950

Sky Gardens are great! A little cup of coffee with a slice of cake and smashing view over Thames.

very good experience! Well looked after and informed during my visit and then my warm welcome continued through great hospitality as they welcomed my to The Sky Gardens just above the office.

Guardian Stockbrokers

14 City Rd, London EC1Y 2AA, UK – 020 7638 6996

I've known Guardian Stockbrokers since their inception. When dealing with share trading, you want to work with people that are professional, personable and trustworthy. Guardian Stockbrokers are all of the above. I'd recommend them any day!

Guardian Stockbrokers provide an invaluable service to private investors. From the professional and knowledgeable staff, to the daily research service which prepares you for the trading day.

Edison Investment Research Ltd

280 High Holborn, London WC1V 7EE, UK – 020 3077 5700

Good equity research company to engage within the IR and equity research niche, have an established connections network and expertise within their field with decent CSR and charity events.

Great networking event as always!

Investment Companies - Business Angels

Aspen Woolf LTD

160 Fleet St, London EC4A 2DQ, UK – 020 3176 0060

Great service from the Aspen Woolf team. They were really helpful throughout the process and went above and beyond to help me deal with the vendor and the solicitor throughout the whole process

Daniel Stewart & Company Plc

33 Creechurch Ln, London EC3A 5EB, UK – 020 7776 6550

Love it


73 Broadway Market, London E8 4PH, UK – 020 7254 9444

Findlay managed a property for me for 5 years. In a business that is typically populated by sharks, the gentlemen at Findlay stood out. Above all I found them to be trustworthy. The was an absence of nasty surprises and hidden charges. Rather than feeling exploited - as I had done in experiences with other property management agents - I was being treated as a valuable long term customer by Findlay. Prices were fair and I genuinely felt that the property was in good hands while I was overseas and out of the UK. Their style is relaxed and friendly but they also manage to be efficient. Highly recommended

I used them to let my flat. Excellent service. Honest, transparent, and upfront about everything. Good rates. Seemed to genuinely care about doing a good job, found great tenants, dealt with issues quickly. Paid on time. Entirely positive experience.