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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 Paddington 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 Paddington. 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 Paddington let alone Elgin Estate Playgroup ! 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

Swallow Financial Planning LLP

33 New Cavendish St, Marylebone, London W1G 0PW, UK – 020 7182 4474

I contacted Swallow Financial in an attempt to find out some information and couldn't of wished for a better, more complete, service. With knowledgeable advisors and a helpful website they had all the answers I needed.

Find Financial Advisers - Independent Financial Advisors London

3rd Floor, 14 Hanover Street, Hanover Square, Mayfair, London W1S 1YH, UK – 07540 801811

I was assisted by Maryanne on a credit score matter. The advise she gave me was very valuable. Great customer service and very professional. Thank you so much

Having never used a Financial Advisor before I honestly never expected to get such fantastic advice and support. Every inch the professional I would recommend Find Financial Advisors to anyone and everyone.

Ascot Lloyd Financial Services

4, Cavendish Court, 11-15 Wigmore St, Marylebone, London W1U 1PF, UK – 020 3866 9730

I highly recommend the senior partner Jonathan Walne who is a brilliant IFA. The service is second to none: queries are dealt with the same day, he uses clear language a layman can understand and he always willing to talk things through on the phone when needed. The service includes two face-to-face meetings a year, one full written review and a six month valuation report. I feel this is good value for the 0.5% p.a. management fee and I have no hesitation recommending him to others.

Optiva Securities

49 Berkeley Square, Mayfair, London W1J 5AZ, UK – 020 3137 1902

Optiva is a privately owned company which was founded in 2008 by Christian Dennis who has over 28 years of financial experience. The company has a team of approximately 14, compromising of a corporate finance team, investment managers, compliance support officers and analysts. The team pride themselves on their close, yet professional relationship with their clients, which helps the team to understand what the investors would truly have an interest in. Optiva is also an AIM broker; the AIM market is the most successful growth market that helps smaller and growing companies raise the capital required for their expansion. They are mainly focused on the oil & gas, mining and the renewable industry, however they have many meetings per week to expand their portfolios, followed by hours of research to determine whether their clients would support the investment and whether the companies would be successful after their investments.

Dynamic investment house, very helpful and supportive staff. would recommend to anyone.

Vartan Ravenscroft

10 Brick St, Mayfair, London W1J 7HQ, UK – 020 3457 1420


41-43 Brook St, Mayfair, London W1K 4HJ, UK – 020 3841 6220

Investment Companies - Business Angels

Inspired Asset Management

6WL,, 20 N Audley St, Mayfair, London W1K 6HX, UK – 020 7495 0523

Asset management London is the renowned asset management firm that can help you in managing tangible asset, non-tangible asset, land, investment advisory, and other forms of investments.The Luxury Property Developers London has been doing a great job in the field of Property development.

The Inspired Asset Management London has been doing a great job in the field of Property development.

Oaktree Capital Management (UK) LLP

27 Knightsbridge, Belgravia, London SW1X 7LY, UK – 020 7201 4600

Great company. Classical style office

The Conygar Investment Company Plc

110 Wigmore St, Marylebone, London W1U 3RW, UK – 020 7258 8670