Financial Advisor Axminster

Axminster Independent Financial Advice & Investment

Financial Advisor Axminster Devon (EX13): Finding a good financial advisor advisor in Axminster can be an intimidating experience, especially if you're needing financial advice for the first time. Whether it's pension, investment, mortgage or even insurance advice that you're after, there is one common rule for all qualified financial advisors; they all have to follow Financial Conduct Authority (FCA) regulations. Any advice given through a FCA registered financial advisor in Axminster comes with guarantees that should anything go wrong, you can contact the Financial Services Compensation Scheme or the Financial Ombudsman Scheme.

Free Axminster Financial Advisor Quotes

Recommendations from friends and neighbours can be a decent starting point in picking a financial advisor in Axminster, but keep in mind that their circumstances could be different to what you're looking for. Financial advice needs to be individually tailored to your particular situation, and you will discover that some financial advisors may not be appropriate for your requirements. To explore the options they are offering and find a financial advisor that you feel comfortable with and can trust, it pays to chat to at least three different firms, because after all picking a financial advisor is a big decision.

Financial Advisor Axminster Devon (EX13)

When you're looking to pick a financial advisor in Axminster, there are essentially 2 principal types; restricted advisors and independent financial advisors. Offering a more extensive range of options, an IFA should not be limited to just one company's services and products. Independent financial advice must encompass the entire gamut of financial companies and products, and must be given in an unbiased way. This enables you to select from the widest range of products to suit your needs. A restricted advisor could be tied to services and products from one particular company, or might even concentrate on a specific product, as can happen with a mortgage advisor.

Before any financial advisor accepts you as a client, they are required by the Financial Conduct Authority to tell you about their charges. You may be charged by the hour, a set fee or even a percentage of your investment, depending on services you require. You could be offered the possibility of a free preliminary consultation to allow you to discuss your objectives and find out if the advisor is the correct fit for you and your situation. If you use one of the larger Axminster firms, your account could be handled by a team of advisors rather than just one person.

Financial Advisors Axminster UK (01297)

You'll have to fill out a "Fact Find" document, which is a confidential disclosure form relating your objectives and financial situation to the advising firm. A Key Facts or Initial Disclosure Document will also be given to you, to provide information about the financial advisors themselves, explaining their range of permissions in the financial sector and their status to offer independent or restricted advice. If you are not happy with the service provided, and wish to make a complaint, this document should also lay down your own rights and the options you can take. It should be simple to understand, written in layman's terms, and describe exactly what you are committing yourself to, along with the benefits and risks of accepting the proffered advice. You can find the amount of cooling-off period in this document. Within a certain time frame, this allows you to cancel your contract with the financial advisor.

Ensure that you check what experience and qualifications the financial advisor has the first time you speak to them. Asking such questions should never cause you any embarrassment, because after all you're about to entrust them with your long-term financial wellbeing. Every financial advisor in Axminster must present an annual Statement of Professional Standing, and must hold at least a Level 4 qualification. You should not worry if your advisor's name doesn't show up on the Financial Services Register, so long as the firm is listed on the register, their personnel will be covered by the regulations. If they are not able to supply these accreditations, the individual can't offer advice but is able to offer financial guidance. Guidance is not regulated in the way that financial advice is, meaning that if mistakes arise the client won't have any recourse.

Financial Advisor Quotes in Axminster Devon

If it is investments that you're interested in, the advisor will want to know the level of risk you might be ready and able to take on with your hard-earned cash. Better rewards might be possible with higher risk investments, however you stand a greater chance of losing all or some of your money. In order to get the most beneficial financial and investment advice, your savings aims must be considered, i.e. how rapidly you need to access your money, long or short term investments and how much money you want to invest. You should always ask yourself the one important question, how much can you truly afford to lose. Known as your capacity for loss, this will very likely influence the products and services that you are offered.

Financial Advice Near Axminster Devon

Right from the start, it's vital that you tell your financial advisor about any existing savings, mortgages, regular payments or investments that you currently have. To make certain that you get the best advice for you, they need to have a full and clear picture of your financial circumstances. Spreading the risk across various different products by diversifying your savings and investments, is something that sound financial advice should allow for. With an understanding of the best areas to consider, a qualified financial advisor will focus attention on products that match your goals and financial circumstances.

Communicating in the plainest speech possible, your financial advisor will unmask the multifaceted world of finance and investment. After comparing the various services and products which match your needs, you should be in a position to make an informed and considered decision. You could maybe ask your financial advisor to only choose ethical investments and savings. This doesn't just give you investment possibilities, but also enables you to support zero carbon or renewable energy projects, and stay away from those that do not share the same values that you do.

It isn't that easy to work closely with a financial advisor in Axminster without this impacting your work day and other responsibilities. Face-to-face appointments can be supplemented with video conferencing and telephone calls to allow you to seek advice at times that suit you. Working from home and remote working is now so common, and any competent financial advice provider in Axminster will have rigorous measures in force to keep your details secure and confidential, even if you never have a face-to-face meeting with your personal advisor.


The value of your investments could go down as well as up, and this is something that you have to remember. If your investment fails to make the amount of money you were hoping for, it can be quite frustrating and worrying. However, except if it is owing to wrong or misleading information from your advisor a downward spiral in your investment isn't seen as a cause for complaint.

Independent Financial Advisor Near Axminster (EX13)

Any grievances should begin with the firm's complaints procedure as laid out in the Key Facts Document. If the matter remains unresolved within the time period stipulated by the regulating body, and the financial advisor is a member of the Financial Conduct Authority, you can advise the Financial Ombudsman.

The Financial Ombudsman will make a ruling after reviewing the cause of the complaint independently. A decision will be made on how to rectify or financially compensate the customer, if the complaint is justified. The financial advisor and their company must abide by any ruling that's made by the Ombudsman, which becomes legally binding as soon as the customer has accepted it. The Ombudsman will also take into account any annoyance, distress, inconvenience and trouble caused to the customer during the dispute, and set the level of compensation proportionately.

Book a Financial Advisor in Axminster UK

Financial advice can be provided in Axminster and also in: Millbrook, Musbury, Colyton, Wilmington, Thorncombe, Marshwood, Dalwood, Alston, Sector, Weycroft, Smallridge, Kilmington, Shute, Membury, Churchill, Uplyme, Abbey Gate, Lyme Regis, as well as in these postcodes EX13 5DW, EX13 5LS, EX13 5HN, EX13 5PN, EX13 5EB, EX13 5EP, EX13 5LH, EX13 5EN, EX13 5JF, EX13 5FT. Local Axminster financial advisers will probably have the phone code 01297 and the postcode EX13. Verifying this can guarantee that you access locally based financial advisers. Axminster householders will be able to benefit from these and various other comparable services.

Fundamental Skills for Financial Advisors

  • To pay attention to detail and be thorough.
  • Good skills in verbal communication.
  • To be confident in using a computer and the primary software packages.
  • Effective business management skills for the negotiation of product prices.
  • An outstanding level of maths knowledge for building financial strategies.
  • To have good time management skills.
  • The ability to sell services and products.
  • To have the ability to network and build relationships with customers.
  • Good customer service skills for identifying client needs.
  • An outstanding understanding of accounting and economics associated with financial markets and products.
  • To have the ability to listen attentively

Axminster Financial Advice Services

Financial Advice Tasks Axminster

There are a wide array of services that are provided by your local Axminster financial advisor including corporate financial planning, money planning Axminster, personal protection Axminster, inheritance tax planning, ISA's Axminster, unit trusts, will writing services, ethical investment advice in Axminster, tax advice, saving for children, cheap financial advice, critical illness cover in Axminster, pension transfers, pension consolidation Axminster, investment consolidation advice, cashflow analysis, financial planning, mortgage advice, cash flow modelling, pension advice, pension reviews, trusts, long term care fee planning, offshore investments, savings advice, equity release advice, stakeholder pension advice, pension planning in Axminster, death benefits in Axminster, trustee investment services, and lots more. These are just a handful of the activities that can be accomplished by a financial advisor. Axminster professionals will keep you informed about their full range of services.

Devon Financial Advice Enquiries

Devon Financial Advice Enquiries

Recent Devon financial advice enquiries: Aubrey and Fletcher York from Ermington, Devon recently asked for information on mortgages. Deborah Parnell in Cheriton Fitzpaine, Devon recently enquired about offshore investments. Mr and Mrs Charles in Modbury, Devon recently asked about financial planning. Tomasz Ritchie from Marldon recently asked for information on family income benefit. Ronnie Kelly from Bradninch recently enquired about offshore investments. Romilly and Eren Mclaughlin from Princetown, Devon recently asked for information on pensions. Amiyah Leonard and Salman Leonard in Torbryan, Devon recently asked for information on offshore investments. Albie Rossi and Ivie Rossi in Lynton recently asked about investment advice. All these local residents did a search for "Garden Fencing Devon" and found this web page on either Yahoo, Bing or Google.

Financial Advisors Devon

Investment Advisors Services Financial Advisor 01297 Advice Advisers Axminster EX13 Devon Financial Advisor Financial Advice

In the Devon area you'll also locate: Kennford investment advisors, Budleigh Salterton financial advisors, South Molton investment advisors, Buckland Monachorum investment advisors, Copplestone financial advisors, Yealmpton financial advice, Kingswear financial advice, Ermington investment advice, Bere Alston financial advice, Combe Martin investment advisors, Uplyme investment advice, Kenton financial advice, Willand investment advice, Kingskerswell financial advisors, Axminster investment advisors, Silverton financial advice, Berry Pomeroy investment advice, Willand financial advisors, Pinhoe financial advice, Kennford financial advisors, Culmstock investment advisors, Rockbeare financial advisors, Ilfracombe financial advisors, Chudleigh Knighton financial advice, Sidmouth financial advisors, Plymstock financial advisors, Princetown investment advice, Buckfastleigh financial advice, Willand investment advisors.


Financial Advisors Near Axminster

Also find: Marshwood financial advisers, Uplyme financial advisers, Kilmington financial advisers, Musbury financial advisers, Alston financial advisers, Colyton financial advisers, Sector financial advisers, Lyme Regis financial advisers, Smallridge financial advisers, Membury financial advisers, Millbrook financial advisers, Abbey Gate financial advisers, Dalwood financial advisers, Weycroft financial advisers, Thorncombe financial advisers, Wilmington financial advisers, Shute financial advisers, Churchill financial advisors and more. All of these places are served by local financial advisers. Axminster residents can get financial advice quotations by going here.

Axminster Financial Advice Services

Find a Financial Advisor in Axminster Here
Financial Advice Enquiries in Axminster Devon (01297)
  • Axminster Cashflow Analysis
  • Axminster Pension Advice
  • Axminster Inheritance Advice
  • Axminster Corporate Financial Planning
  • Axminster Independent Financial Advice
  • Axminster Financial Services
  • Axminster Estate Planning
  • Axminster Life Insurance Advice
  • Axminster Trustee Investments
  • Axminster Wealth Management
  • Axminster Financial Advice Quotes
  • Axminster Retirement Planning
  • Axminster Tax Advice
  • Axminster Cheap Financial Advice

Financial Advisors Around Axminster: Financial advisors were recently required by folks living in Vale Lane, Abbey Close, First Avenue, Cooks Lane, Weller Road, Abbey Gate Lane, Newbery Close, Lynch Close, Stammery Hill, Alexandra Road, Willhayes Park, Kirby Close, Trill Lane, Woodhouse Road, The Cricketers, Swain Close, Dragon's Mead, Castle Street, Fourcross Hill, Woodbury Park, Huntley Close, Musbury Road, Lyme Street, York Close, Shand Park, Brunenburg Way, Loup Court and these Axminster postcodes: EX13 5DW, EX13 5LS, EX13 5HN, EX13 5PN, EX13 5EB, EX13 5EP, EX13 5LH, EX13 5EN, EX13 5JF, EX13 5FT. People living in these areas recently requested the help of a financial advisor. Axminster residents received high quality and reliable financial services on every occasion.

To find local Axminster information look here

Independent financial advisor in EX13 area, telephone code 01297.

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(This financial advisor Axminster article was last updated on 01-09-2022)