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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 Horley or at least within Surrey. 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 Horley. 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 Horley let alone Acorn Lodge Hotel ! 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 Surrey.

Good luck! 

Independent Financial Advisers IFAs

CP Financial Solutions Ltd

Smallmead House, Smallmead, Horley RH6 9LW, UK – 01293 776846


Southpoint, Old Brighton Road, Lowfield Heath, Crawley RH11 0PR, UK – 01293 223401

Close Brothers Asset Management - Gatwick office

First Point, Buckingham Gate, London Gatwick Airport, Horley, Gatwick RH6 0NT, UK – 01293 602720

Investment Companies - Business Angels

Seraphim Housing & Building Services - 'A National Award Winning Company'

65 Lumley Rd, Horley RH6 7JF, UK – 01293 786536

Everyone at Seraphim are an absolute pleasure to deal with and cannot recommend them enough. I have been dealing with Rohit & Rob for a few years now, and they are absolute professionals in this industry. Do not hesitate to pick the phone up and use this company.

Perimeter Properties Ltd

80 Brighton Rd, Horley RH6 7JQ, UK – 01293 820248

Close Brothers Asset Management - Gatwick office

First Point, Buckingham Gate, London Gatwick Airport, Horley, Gatwick RH6 0NT, UK – 01293 602720