Financial Advisor Bexhill-on-Sea

Bexhill-on-Sea Independent Financial Advice & Investment

Financial Advisor Bexhill-on-Sea East Sussex (TN39): It can be a challenging experience trying to locate a reliable independent financial advisor in the Bexhill-on-Sea area, particularly if it's the very first time that you're needing financial advice. Whether it's mortgage, investments, pensions or even insurance advice that you're after, there's one common rule for all professional financial advisors; they all have to comply with FCA (Financial Conduct Authority) regulations. Any advice given from a FCA authorised financial advisor in Bexhill-on-Sea comes with guarantees that should anything go wrong, you can contact the Financial Ombudsman or the Financial Services Compensation Scheme.

Free Bexhill-on-Sea Financial Advisor Quotes

Recommendations from family and friends can be a decent starting point in selecting a financial advisor in Bexhill-on-Sea, but bear in mind that their circumstances might be different to the sort of advice you are looking for. Financial advice needs to be specifically tailored to your particular circumstances, and you'll find that certain financial advisors might not be appropriate for your requirements. It is wise to speak to at least three different firms when you're considering a financial advisor, as this is an important decision, and you need to find one that you feel comfortable with and can trust, and at the same time investigate the options they offer.

Financial Advisor Bexhill-on-Sea East Sussex (TN39)

Restricted advisors and independent financial advisors (IFA), are the 2 principal kinds of financial advisor in Bexhill-on-Sea. Offering a more extensive range of options, an IFA won't be limited to a single provider's services or products. Encompassing the whole gamut of financial companies and products, independent financial advice should be given in an honest and unbiased way to clientele. Consulting an IFA should enable you to select from the broadest possible range of products. A restricted financial advisor might be involved with a single product, such as a mortgage advisor, or be restricted to products and services from one particular company.

The Financial Conduct Authority demands that any Bexhill-on-Sea financial advisor must fully discuss their charges with you, before accepting you as a client. Dependant upon the product you are looking for, you could be charged a set fee, by the hour or perhaps even a slice of your investment value. To enable you to discuss your objectives and determine whether the advisor is a right fit for you and your situation, a free initial consultation may be offered. In some of the bigger Bexhill-on-Sea companies, you may find that your account is managed by a team rather than an individual.

Financial Advisors Bexhill-on-Sea UK (01424)

You'll be asked to complete a "Fact Find" document, which is a confidential disclosure form relating your financial situation and targets to the advising firm. To provide details about the financial advisor, their status to offer restricted or independent advice and the scope of their permissions in the financial market, you will also be given an Initial Disclosure Document, or Key Facts Document. If you are not happy with the service, and wish to complain, this document should also lay down your own legal rights and the options you can take. It should be easily understood, written in layman's terms, and describe precisely what you are committing yourself to, along with the risks and benefits of going along with the advice. The level of cooling-off period should also be explained in this Key Facts Document. This allows you to cancel your contract within a certain time period, and whenever any penalty charges have to be paid.

When speaking to the financial advisor the very first time you should check their qualifications and experience. Don't be embarrassed about asking these questions, after all you are about to entrust your financial future to their skill. Every Bexhill-on-Sea financial advisor must present an annual Statement of Professional Standing, and must hold a minimum of a Level 4 qualification. When checking the Financial Services Register, you should not freak out if your particular financial advisor's name doesn't appear on there; you ought to be able to locate the company name, and this means that the regulations covers all of their advisors. If they are not able to present this evidence, the individual cannot offer advice but is able to offer financial guidance. In terms of finance guidance is somewhat different to advice and isn't regulated in the same way. Therefore there's no recourse for either party if financial mistakes arise.

Financial Advisor Quotes in Bexhill-on-Sea East Sussex

If you're needing advice on investments you will be asked the level of risk you're comfortable with. Higher risk investments could offer bigger rewards, but all or some of your capital could be lost. Your savings goals will need to be carefully considered if good quality investment advice is to be given, i.e. how much capital you want to invest, long or short term investments and how rapidly you need access to your funds. One question you should ask of yourself, which is normally overlooked, is just how much money you can actually afford to lose. This is generally referred to as your capacity for loss and might influence the services and products that may be offered for your consideration.

Financial Advice Near Bexhill-on-Sea East Sussex

Right from the start, it is imperative that you let your financial advisor know about any existing regular outgoings, mortgage loans, savings or investments that you have. To make certain that you receive the best advice for you, they need a full and clear picture of your finances. The diversification of your investments and savings by spreading the risk across a number of different products, is a crucial part of good quality financial advice. Having a knowledge of the best areas to consider, a professional financial advisor will favour products that match your goals and financial circumstances.

A financial advisor will lay bare the multifaceted world of finance, and speak in as plain a speech as possible. After comparing the services and products that match your needs, you should be in a position to come to an informed and calculated decision. You can perhaps ask your advisor to only specify ethical investment and savings schemes. This doesn't just give you investment opportunities, but also enables you to lend your support to green energy or zero carbon projects, and keep clear of companies and businesses that do not share the same values.

Having constant interactions with your financial advisor in Bexhill-on-Sea could create problems with work and other responsibilities. This can be reduced by augmenting face-to-face meetings with video conferencing and telephone calls, hence allowing you to get the advice you need at a convenient time. Even if you never have an in-person meeting with your personal advisor, any competent financial advice company in Bexhill-on-Sea will have strict measures in place to keep your details confidential and secure, because remote and home working is now so common.


You need to bear in mind that the financial world is a volatile sector, and the value of your investments could just as easily drop as well as rise. It can be quite worrying and demoralising if your investment is not making as much money as you hoped for. However, except if it is because of incorrect or misleading information from your advisor a downward spiral in your investment isn't seen as a grounds for complaint.

Independent Financial Advisor Near Bexhill-on-Sea (TN39)

As outlined in the Key Facts Document, any grievances should begin with the firm's official complaints procedure. If the issue is unresolved within the time period stipulated by the regulating authority, and the financial advisor is registered with the Financial Conduct Authority, you can advise the Financial Ombudsman.

After independently reviewing the cause for complaint, the Financial Ombudsman will make a ruling on the issue. If it is established that the complaint is justifiable, a decision is made on how the customer can be compensated. This will become a legally binding decision once it has been agreed on by the customer, and the advisor and their firm must comply with the ruling. Any compensation fixed by the Ombudsman will also take into account any distress, inconvenience, trouble and upset caused to the customer during the situation.

Book a Financial Advisor in Bexhill-on-Sea UK

Financial advice can be provided in Bexhill-on-Sea and also nearby in: Pevensey, Hastings, Eastbourne, Little Common, St Leonards, Magham Down, Hooe, Cooden, Ninfield, Pevensey Bay, Stone Cross, Wartling, Herstmonceux, Westham, Hankham, Crowhurst, as well as in these postcodes TN39 3JY, TN39, TN39 3NN, TN39 3HH, TN39 3NE, TN39 3LL, TN39 3QT, TN39 3EA, TN39 3QE, TN39 3QD. Local Bexhill-on-Sea financial advisors will probably have the phone code 01424 and the postcode TN39. Verifying this can make certain that you access locally based financial advisers. Bexhill-on-Sea property owners will be able to utilise these and lots of other related services.

Bexhill-on-Sea Financial Advice Services

Financial Advice Tasks Bexhill-on-Sea

There is a wide range of services which can be provided by your local Bexhill-on-Sea financial advisor including mutual funds Bexhill-on-Sea, life insurances Bexhill-on-Sea, wealth management & investments Bexhill-on-Sea, cheap financial advice in Bexhill-on-Sea, pension transfer advice in Bexhill-on-Sea, business protection in Bexhill-on-Sea, income protection advice, investment consolidation, personal protection in Bexhill-on-Sea, cash flow modelling, general financial planning, annuities, money planning, divorce planning, pension consolidation advice Bexhill-on-Sea, long term care fee planning, pension advice in Bexhill-on-Sea, retirement planning Bexhill-on-Sea, will writing services, stakeholder pension advice, corporate bonds, portfolio management, corporate financial planning, pension drawdowns, ISA's, equity release Bexhill-on-Sea, life assurance advice, mortgage financial planning, investment plans, trusts, and more. These are just some of the activities that can be handled by a financial advisor. Bexhill-on-Sea professionals will be delighted to keep you abreast of their full range of financial services.

East Sussex Financial Advisors

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In East Sussex you will likewise find: Ringmer investment advice, South Chailey investment advice, Portslade By Sea investment advisors, Ore investment advice, Framfield financial advisors, Chiddingly pension advice, Guestling pension advice, Danehill financial advice, Buxted financial advisors, Newick financial advisers, Fletching financial advice, Fairlight pension advice, Herstmonceux investment advisors, Battle investment advice, Beckley pension advice, Forest Row financial advisors, Brede investment advisors, Withyham financial advisors, Flimwell investment advice, Frant independent financial advisors, Broyle Side investment advisors, Peasmarsh pension advice, South Chailey pension advice, Crowhurst investment advisors, South Chailey financial advisor, Camber investment advice, Battle independent financial advisors, Crowhurst financial advice, Ewhurst pension advice.

Regular Duties of a Financial Advisor

  • A financial advisor works together with peers to collect statistics, market information and trends.
  • A financial advisor makes deals with with financial product providers.
  • A financial advisor recommends the best-suited financial products to customers.
  • A financial advisor provides education, counselling and consultation regarding investments and finances.
  • A financial advisor keeps detailed records of potential transactions and clients.
  • A financial advisor keeps abreast of new products and regulation changes.
  • A financial advisor speaks to customers about their plans and finances.
  • A financial advisor regularly updates clients about their investments.
  • A financial advisor meets performance and sales targets.
  • A financial advisor produces financial reports.

Financial Advisors Near Bexhill-on-Sea

Also find: Ninfield financial advisors, Little Common financial advisors, Wartling financial advisors, Hastings financial advisors, Pevensey financial advisors, Pevensey Bay financial advisors, Stone Cross financial advisors, Hankham financial advisors, Cooden financial advisors, Eastbourne financial advisors, St Leonards financial advisors, Westham financial advisors, Crowhurst financial advisors, Herstmonceux financial advisors, Magham Down financial advisors, Hooe financial advisors and more. The majority of these locations are catered for by local financial advisers. Bexhill-on-Sea residents can get financial advice estimates by going here.

Bexhill-on-Sea Financial Advice Services

Find a Financial Advisor in Bexhill-on-Sea Here
Financial Advice Enquiries in Bexhill-on-Sea East Sussex (01424)
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Financial Advisors Around Bexhill-on-Sea: Households in Southcourt Avenue, Colebrooke Road, Carfax Close, Buckhurst Road, Duke Street, Courthope Drive, Bayencourt North, Church Street, Ticehurst Avenue, Anderida Court, School Place, The Ridings, Dallington Close, Sewell Avenue, Alfriston Close, Turner Close, Tyndale Avenue, Angela Close, Cooden Close, Collington Grove, Chantry Avenue, Saltdean Way, Tiverton Drive, Cranfield Road, Collington Lane West, Devonshire Square, Cavendish Court, have needed financial advice recently. Financial advisors have also been active in these local Bexhill-on-Sea postcodes: TN39 3JY, TN39, TN39 3NN, TN39 3HH, TN39 3NE, TN39 3LL, TN39 3QT, TN39 3EA, TN39 3QE, TN39 3QD. Folks living in these areas recently required the help of a financial advisor. Bexhill-on-Sea residents were given dependable and top quality financial services on each occasion.

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Bexhill-on-Sea Financial Advisor Jobs: Find financial advisor jobs in Bexhill-on-Sea by clicking here: Bexhill-on-Sea Financial Advisor Jobs

Independent financial advisor in TN39 area, phone code 01424.

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(This financial advisor Bexhill-on-Sea article was updated on 01-09-2022)