Financial Advisor Battle

Battle Independent Financial Advice & Investment

Financial Advisor Battle East Sussex (TN33): If you're seeking financial advice for the very first time, trying to locate a first-rate independent financial advisor in the Battle area can be a daunting experience. Nevertheless, all qualified financial advisors have one thing in common; they must all adhere to the regulations of the FCA (Financial Conduct Authority), regardless of whether you're searching for investments, pension, mortgage or even insurance guidance. Any advice given through a FCA authorised financial advisor in Battle comes with certain guarantees that if anything should go wrong, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman Scheme.

Free Battle Financial Advisor Quotes

When choosing a financial advisor in Battle, a decent starting point could be neighbours and friends, however you must keep in mind that your situation might not be in line with theirs, and you might be in need of a different kind of advice. Financial advice must be specifically tailored to your unique circumstances, and you will discover that some financial advisors might not be appropriate for your requirements. To check out the various options they're offering and find a financial advisor that you feel comfortable with and can trust, it is a good idea to speak to at least three different companies, because choosing a financial advisor is a big decision.

Financial Advisor Battle East Sussex (TN33)

Restricted advisors and independent financial advisors, are the two principal kinds of financial advisor in Battle. The advantage of seeing an independent financial advisor is that they should not be restricted to just one provider's services or products, and can offer a wide range of options. Independent financial advice should cover the full gamut of financial products and companies, and should be given in an impartial way. This will permit you to pick from the widest possible range of services to meet your needs. A restricted financial advisor could be limited to services and products from a single firm, or might even focus on just one product, as in the case of a mortgage advisor.

The FCA requires that any Battle financial advisor must be transparent about their charges, before accepting you as a client. Determined by the services you're looking for, you could be charged a set fee, by the hour or perhaps even a slice of your investment. You could be offered a free preliminary consultation to allow you to discuss your objectives and see if the advisor is a right fit for your situation. Your account could be handled by a team as opposed to a single advisor, if you elect to go with one of the bigger firms in Battle.

Financial Advisors Battle UK (01424)

To describe your financial situation and targets to the advising firm, you'll be asked to fill in a "Fact Find" form, which is a confidential disclosure document. To provide details of the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial arena, you will also be given a Key Facts Document, or Initial Disclosure Document. This document will also set down your rights and your options if you are not satisfied with the service, and want to complain. It should detail what you're committing yourself to, and any possible risks and benefits that exist if you choose to accept the offered advice, and it must be written in clear language. The Key Facts Document must also inform you of the level of cooling-off period. Within a specific period of time, this allows you to cancel your agreement with the financial advisor.

You should check what experience and qualifications the financial advisor has the first time you speak to them. Asking these questions shouldn't be a cause for embarrassment, because you're entrusting them with your financial future. A Level 4 qualification is the minimum certification for any Battle financial advisor, and they also have to be able to present an annual Statement of Professional Standing. If the advisor's name does not show up on the Financial Services Register, you shouldn't stress, the firm the individual works for will almost certainly be on the register and their personnel are all covered by the legislation. The person may still offer financial guidance instead of advice, if these cannot be provided. Guidance is different to advice as it is not regulated in the same way, and if errors are made there may be no recourse to the client.

Financial Advisor Quotes in Battle East Sussex

If you are looking for advice on investments you'll be asked the amount of risk you are willing to accept. Higher risk investments may offer better rewards, however some or all of your funds could be lost. Your savings aims will need to be carefully considered if the best financial and investment advice is to be given, i.e. how rapidly you need to access your funds, how much you wish to invest and short or long term investments. You should always ask yourself the one crucial question, how much money can you afford to lose. This could influence the products and services that you're offered, and is generally referred to as your capacity for loss.

Financial Advice Near Battle East Sussex

If you've already got any current regular outgoings, savings accounts, investments or mortgages, you should let your financial advisor know about these. They'll need this information, so that they can get a clear picture of your financial circumstances and give the appropriate advice for your needs. Spreading the risk across a number of different products by diversifying your savings and investments, is something that good quality financial advice should allow for. With a knowledge of the best areas to consider, a certified financial advisor will focus attention on products that most closely match your goals and financial circumstances.

Communicating in the plainest speech possible, your financial advisor will unmask the complex world of finance and investment. After comparing the various services and products which meet your needs, you should be able to come to an informed and deliberative decision. If you are environmentally minded, you can ask your advisor to stick to ethical investments and savings. This not only provides you with investment opportunities, but also allows you to support green energy or zero carbon projects, and stay away from companies that do not share the same values.

It's not that easy to have a close working relationship with a financial advisor in Battle without this impacting your work day and other responsibilities. This can be alleviated by augmenting face-to-face meetings with phone calls and video conferencing, hence allowing you to seek the advice you need at convenient times. Even if you never have a one-to-one meeting with your advisor, any experienced financial advice company in Battle will have rigorous measures in place to keep your details secure and confidential, because home and remote working is now so common.


Investment values can fall as well as rise, and this is something that you must bear in mind. If it happens that your investment isn't making the amount of money you were hoping for, it can be a very disheartening and worrying time. Your investment having a downward trend is not a recognised basis for complaint, unless your financial advisor has given you wrong or misleading information.

Independent Financial Advisor Near Battle (TN33)

Any grievances should start out with the company's official complaints procedure as indicated in the Key Facts Document. You can tell the Financial Ombudsman about the problem if it is unresolved within the time period set by the regulating body, and your financial advisor is a member of the Financial Conduct Authority.

After looking into the cause of the complaint, the Financial Ombudsman will come to a decision on the issue. A decision will be made on how to financially compensate the client, if the complaint is justified. This becomes legally binding once it has been accepted by the customer, and the financial advisor and their company must abide by the ruling. The Ombudsman will also account for any upset, inconvenience, trouble and distress caused to the customer during the situation, and fix the level of compensation proportionately.

Book a Financial Advisor in Battle UK

Financial advice can be provided in Battle and also in nearby places like: Bexhill, Broad Oak, Catsfield, Ore, Whatlinton, Crowhurst, Brightling, Ewhurst, Ninfield, Staplecross, Robertsbridge, Mountfield, Sedlescombe, Hastings, Westfield, Ashburnham, and in these postcodes TN33 0EG, TN33 0HB, TN33 0JA, TN33 0LQ, TN33 0TN, TN33 0JN, TN33 0JS, TN33 0DL, TN33 0UB, TN33 0AG. Locally based Battle financial advisers will probably have the postcode TN33 and the dialling code 01424. Checking this will guarantee you're accessing locally based financial advisers. Battle householders are able to utilise these and various other finance related services. Click on the "enquiry" banner or form to get info on financial advisors in your area.

Financial Advice Enquiries East Sussex

East Sussex Financial Advice Enquiries

The latest East Sussex financial advice enquiries: Elias and Fleur Elliott from Willingdon, East Sussex recently asked for information on offshore investments. Nina Sherry from Crowhurst recently asked for information on family income benefit. Denny Pattison from South Chailey, East Sussex recently asked for information on offshore investments. Magnus Connell and Lilly-Mai Connell from Alfriston, East Sussex recently enquired about family income benefit. Kayson Mcloughlin from Salehurst, East Sussex recently enquired about equity release. Mr and Mrs Plumb from Wivelsfield recently enquired about life assurance. Lina Harrison from Telscombe, East Sussex recently asked for information on family income benefit. Mr and Mrs Morrison from Camber recently enquired about investment advice. All of these local residents conducted a search for "financial advisor East Sussex" and found this website on either Yahoo, Bing or Google.

The Skills to be a Financial Advisor

  • Outstanding skills in verbal communication.
  • To be good at promoting financial products and services.
  • To pay attention to detail and be thorough.
  • A thorough understanding of economics and accounting relating to financial products and markets.
  • A competent level of mathematical knowledge for developing financial packages.
  • To have the ability to network and build relationships with clients.
  • To have active listening and interpersonal skills.
  • To be capable of using a computer and the principal software packages.
  • Effective skills in customer service for finding out client requirements.
  • To have a flexible work ethic.
  • Excellent management skills for negotiating product prices.

Battle Financial Advice Services

Financial Advice Tasks Battle

There is a variety of services which can be provided by your local Battle financial advisor including cash flow modelling, wealth management & investments, inheritance tax planning, life assurance, business financial planning in Battle, personal protection, pension planning, ISA's in Battle, mutual funds, will writing services, portfolio management, familt controlled trusts, general financial planning, bridging finance Battle, pension transfers, money planning, personal pensions advice, corporate bonds, pensions in divorce in Battle, independent financial advice in Battle, cashflow analysis in Battle, annuities, offshore investments, investment bonds Battle, life insurances Battle, retirement advice, business protection in Battle, trustee investment services, income protection, pension reviews Battle, and more. Listed are just a few of the activities that can be carried out by a financial advisor. Battle professionals will keep you informed about their whole range of services.


Financial Advisors Near Battle

Also find: Sedlescombe financial advisers, Brightling financial advisers, Whatlinton financial advisers, Ninfield financial advisers, Staplecross financial advisers, Hastings financial advisers, Ore financial advisers, Ashburnham financial advisers, Mountfield financial advisers, Bexhill financial advisers, Broad Oak financial advisers, Westfield financial advisers, Ewhurst financial advisers, Crowhurst financial advisers, Catsfield financial advisers, Robertsbridge financial advisors and more. Most of these towns and villages are catered for by local financial advisers. Battle residents can get price quotes by going here.

Battle Financial Advice Services

Find a Financial Advisor in Battle Here
Financial Advice Enquiries in Battle East Sussex (01424)
  • Battle Life Insurance Advice
  • Battle Investment Advice
  • Battle Trustee Investments
  • Battle Estate Planning
  • Battle Wealth Management
  • Battle Corporate Financial Advice
  • Battle Pension Advice
  • Battle Inheritance Advice
  • Battle Mortgage Advice
  • Battle Tax Advice
  • Battle Cheap Financial Advice
  • Battle Retirement Planning
  • Battle Financial Services
  • Battle Independent Financial Advice

Financial Advisors Around Battle: In Tollgates Farm Lane, Bowmans Drive, Netherfield Road, Dukes Hill, Wren Court, Station Approach, The Coppice, Crowders Lane, Battle Hill, St. Marys Gardens, Saxonwood Road, Harrier Lane, Shirlea View, Park Lane, Starrs Green Lane, Claverham Close, Kane Hythe Road, Asten Fields, Marley Lane, Swallow Drive, Peppering Eye, Olivers Mews, Rowbarns, Knights Meadow, Lower Lake, Marley Lane, Raven Court, Normanhurst, as well as the following Battle area postcodes: TN33 0EG, TN33 0HB, TN33 0JA, TN33 0LQ, TN33 0TN, TN33 0JN, TN33 0JS, TN33 0DL, TN33 0UB, TN33 0AG, folks have just recently needed financial and investment advice. People living in these areas recently required help from a financial advisor. Battle residents benefited from trusted and dependable financial services in every case.

For local Battle info take a look here

Independent financial advisor in TN33 area, phone code 01424.

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(This financial advisor Battle content was reviewed and updated on 06-05-2022)