Wednesday, January 11, 2006

FAQs: IFAs/Financial Advisers

What does an IFA do?

1 Listen to your present & future financial needs
2 Look at all the products on the market
3 Recommend products suitable for you & your family
4 Will not recommend something you don't need.

What kinds of products?

a Mortgages & Mortgage Insurance
b Buildings & Contents insurance
c Pensions
d ISAs
e Unit Trusts/Investment Trusts/OEICs
f Specialist Insurance

Who can benefit from your services?

Anybody can benefit.

How do they differ from my bank/building society?

They are not tied to 1 company so they can offer products from across the market.

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