Financial Advisor Bordon

Bordon Independent Financial Advice & Investment

Financial Advisor Bordon Hampshire (GU35): Finding a reliable financial advisor advisor in Bordon can be an intimidating experience, in particular if you are needing financial advice for the very first time. Whether it's pension, mortgage, investments or even insurance advice that you're looking for, there's one common rule for all financial advisors; they must all abide by Financial Conduct Authority (FCA) regulations. This comes with various guarantees, thus after taking advice from a FCA approved financial advisor in Bordon, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if anything goes wrong.

Free Bordon Financial Advisor Quotes

Recommendations from friends and family can be a decent starting point in choosing a financial advisor in Bordon, but keep in mind that their needs might be different to the sort of advice you're looking for. Financial advice must be specifically tailored to your particular circumstances, and you'll discover that certain financial advisors might not be suitable for you. To check out the various options they're offering and find a financial advisor you can trust and feel at ease with, it is a good idea to talk with at least 3 different companies, because after all selecting a financial advisor is an important decision.

Financial Advisor Bordon Hampshire (GU35)

When you are looking to pick a financial advisor in Bordon, there are two principal types; restricted advisors and independent financial advisors. Offering a more diverse range of options, an independent financial advisor should not be limited to the products and services of a single provider. Independent financial advice must be given in an honest and impartial way and across the entire spectrum of financial products and companies. Consulting an independent financial advisor should enable you to choose between the broadest possible range of products. If you go to a restricted financial advisor you will find that they might be restricted to products and services of one particular company, or as in the case of a mortgage advisor, might only be involved with one product.

The FCA demands that any financial advisor in Bordon must be fully transparent with you about their charges, before taking you on as a client. You may be charged a set fee, by the hour or maybe even a proportion of your investment, depending on type of product you require. To allow you to discuss your goals and see if the advisor is the correct fit for you and your circumstances, a free preliminary consultation may be offered. Your account may be managed by a team as opposed to one individual advisor, if you opt to go with one of the bigger Bordon companies.

Financial Advisors Bordon UK (01420)

Before any actual financial advice is given you'll be asked to fill out a confidential disclosure document, known as a "Fact Find" form, which tells the advising company about your aims and financial situation. A Key Facts Document, or Initial Disclosure Document will also be handed to you, to provide information regarding the financial advisors themselves, detailing their scope of permissions in the financial market and their situation for offering restricted or independent advice. This document will also set down your legal rights and your options if you are not satisfied with the service provided, and need to complain. It must be written in plain English and detail what you are committing yourself to, and any possible benefits and risks that exist should you decide to accept the offered advice. The allowed cooling-off period should also be spelled out in this document. Within a specific time period, this enables you to cancel the contract with your financial advisor.

The very first time you are chatting with the financial advisor you'll want to check what experience and qualifications they have. You needn't be embarrassed about asking such questions, after all you're just about to entrust your financial future to their skill. A Level 4 qualification in financial advice is the minimum required certification for any financial advisor in Bordon, and they must also be able to present an annual Statement of Professional Standing. If the advisor's name does not appear on the Financial Services Register, you don't need to stress, the company the person works for should be found on the register and their advisors are all covered by the legislation. The individual may still offer financial guidance rather than advice, if these cannot be presented. In terms of finance guidance differs to advice and isn't regulated. Therefore there's no recourse for either party if financial blunders are made.

Financial Advisor Quotes in Bordon Hampshire

You will be asked about the level of risk you're ready and able to take on, if you are seeking advice on investments. High risk investments may offer substantial rewards, however all or some of your capital could be lost. The best investment and financial advice will take into account your savings aims, i.e. how much you wish to invest, how rapidly you need access to your money and short or long term investments. You must always ask yourself the one important question, how much can you actually afford to lose. Referred to as your 'capacity for loss', this will very likely influence the services and products that you are offered.

Financial Advice Near Bordon Hampshire

Right from the start, it is important to tell your financial advisor about any existing mortgages, personal savings, regular outgoings or investments that you currently have. They'll need this information, so that they can get a clear picture of your financial situation and give the appropriate advice for your needs. Spreading the risk load across a number of different products by diversifying your investments and savings, is something that good quality financial advice should allow for. With a knowledge of the best areas to consider, a professional financial advisor will concentrate on products that match your goals and financial circumstances.

Communicating in in the simplest terms possible, your financial advisor will lay bare the complex world of investment and finance. You should be able to make an informed decision after you have compared the various services and products which meet your needs. If environmental issues are at the forefront of your mind, you could even ask that ethical investments and savings take precedence. This allows you to support organisations and companies that match your concerns, i.e. green energy or zero carbon, or perhaps steering clear of investments that don't meet your criteria.

It is not always easy to work closely with a financial advisor in Bordon without this affecting your work day and other commitments. One-on-one appointments can be supplemented with phone calls and video conferencing to allow you to get advice at times that suit you. Any professional financial advice provider in Bordon will have strict measures in place to keep your details secure and confidential, even if you hardly ever have a face-to-face meeting with your personal advisor, because home and remote working is now so common.


Investments can be an unpredictable area, and values can fall as well as rise. If your investment is not making as much money as you hoped for, it can be extremely demoralising and stressful. Sadly, a downward spiral in your investment is not a recognised grounds for complaint, except if it is due to wrong or misleading information from your advisor.

Independent Financial Advisor Near Bordon (GU35)

The company's complaints procedure should be the place to start with any grievances, and the Key Facts Document will discuss this. You can inform the Financial Ombudsman of the situation if it remains unsolved within the time laid down by the regulating body, and your advisor is registered with the FCA.

The Financial Ombudsman will make a ruling after independently reviewing the cause of the complaint. If it's found that the complaint is legitimate, a decision is made on how the client can be compensated or the situation rectified. This will become legally binding as soon as it has been accepted by the client, and the advisor and their company must comply with the ruling. Any inconvenience, annoyance, distress and hassle caused to the client during the dispute, will be accounted for when the Financial Ombudsman sets the level of compensation.

Book a Financial Advisor in Bordon UK

Financial advice can be provided in Bordon and also in nearby places like: Greatham, Bramshott, Headley, Whitehill, Frensham, Dockenfield, Liphook, Blackmoor, Sleaford, Binsted, Passfield, Oakhanger, Hollywater, Deadwater, Lindford, Kingsley, as well as in these postcodes GU35 0DR, GU35 0DX, GU35 0XN, GU35 0LS, GU35 0UD, GU35 0FR, GU35 0TZ, GU35 0BB, GU35 0TG, GU35 0JG. Locally based Bordon financial advisors will probably have the postcode GU35 and the telephone dialling code 01420. Checking this can ensure you are accessing local financial advisers. Bordon home and business owners are able to benefit from these and various other related services.

Financial Advisors Hampshire

Investment Services Hampshire Advisers Financial Advisors Advisor Bordon Financial Advice 01420 Financial Advisor GU35 Advice

In Hampshire you can additionally find: Wickham financial advice, Kingsclere investment advisors, Bishopstoke financial advice, Barton on Sea investment advice, Lindford investment advisors, Kings Worthy investment advice, Rowlands Castle investment advisors, Overton investment advisors, Hayling Island investment advisors, Grayshott investment advice, Southwick financial advice, Ampfield investment advice, Crookham Village investment advice, Durley investment advisors, Colbury financial advice, Bartley financial advisors, Eversley investment advice, Silchester investment advisors, Burghclere investment advisors, Widley financial advice, Bishopstoke investment advice, Bordon financial advisors, Petersfield investment advisors, Greatham investment advice, Bishopstoke financial advisors, Emsworth financial advice, Blackfield investment advice, Chandlers Ford investment advice, Southwick investment advisors, Overton financial advice.

Skills and Knowledge Needed to be a Financial Advisor

  • To have the ability to listen attentively
  • To pay attention to detail and be thorough.
  • To have excellent IT skills.
  • A competent level of math knowledge for developing financial strategies.
  • Excellent verbal communication skills.
  • Good business management skills for negotiating product prices.
  • Effective skills in customer service for establishing client requirements and needs.
  • To have the ability to network and establish solid relationships with clients.
  • An excellent knowledge and understanding of accounting and economics associated with financial markets and products.
  • To have a target driven mentality.
  • To be good at promoting services and products.

Bordon Financial Advice Services

Financial Advice Tasks Bordon

There is a range of services which can be provided by your local Bordon financial advisor including tax planning in Bordon, personal financial planning in Bordon, pensions in divorce, trusts, business planning, pension consolidation Bordon, mutual funds, money planning, cashflow analysis, independent financial advice Bordon, pension reviews, personal pensions, portfolio management, annuities, equity release, corporate financial planning, cash flow modelling, financial planning, saving for children, ISA's, bereavement benefit advice in Bordon, critical illness cover, general financial planning in Bordon, mortgage advice, will writing services, investment consolidation, personal protection Bordon, divorce financial planning, financial analyst services, wealth management in Bordon, and more. Listed are just a few of the activities that can be accomplished by a financial advisor. Bordon professionals will inform you of their entire range of services.

A Financial Advisor's Regular Tasks

  • Financial advisors keep detailed records of clients and transactions.
  • Financial advisors make deals with with financial product providers.
  • Financial advisors produce detailed financial reports.
  • Financial advisors provide consultation, counselling and education with regards to finances and investments.
  • Financial advisors keep up to date with legislation changes and new products.
  • Financial advisors research financial products and explain them clearly and simply to their customers.
  • Financial advisors work in collaboration with associates to obtain market information, trends and statistics.
  • Financial advisors meet sales and performance targets.
  • Financial advisors constantly update clients concerning their investments.
  • Financial advisors talk with customers regarding their plans and finances.

Hampshire Financial Advice Enquiries

Financial Advice Enquiries Hampshire

Latest Hampshire financial advice enquiries: Ruby-Mae Wilkinson and Braxton Wilkinson from Oakley recently asked for information on investment bonds. Maci and Nathanael O hara in Kings Worthy recently asked for information on pensions. Tanisha Bannister in Bransgore recently asked for information on mortgages. Amani Carmichael from Emsworth, Hampshire recently asked for information on family income benefit. Olly Sylvester and Kornelia Sylvester in Lyndhurst, Hampshire recently enquired about financial planning. Zakariya and Kara Hickey from Nether Wallop, Hampshire recently asked for information on investment bonds. Karina Watson in Grayshott, Hampshire recently enquired about getting financial advice. Mr and Mrs Scott in Alton, Hampshire recently asked about mortgage advice. All of these local residents conducted a search for "Garden Fencing Hampshire" and came across this web page on Yahoo, Google or Bing.


Financial Advisors Near Bordon

Also find: Hollywater financial advisers, Deadwater financial advisers, Liphook financial advisers, Headley financial advisers, Lindford financial advisers, Bramshott financial advisers, Binsted financial advisers, Passfield financial advisers, Kingsley financial advisers, Sleaford financial advisers, Dockenfield financial advisers, Whitehill financial advisers, Greatham financial advisers, Blackmoor financial advisers, Oakhanger financial advisers, Frensham financial advisors and more. The majority of these villages and towns are catered for by local financial advisers. Bordon residents can get quotes by going here.

Bordon Financial Advice Services

Find a Financial Advisor in Bordon Here
Financial Advice Enquiries in Bordon Hampshire (01420)
  • Bordon Financial Advice
  • Bordon Mortgage Advice
  • Bordon Trustee Investments
  • Bordon Pension Advice
  • Bordon Wealth Management
  • Bordon Inheritance Advice
  • Bordon Tax Advice
  • Bordon Financial Services
  • Bordon Life Insurance Advice
  • Bordon Cheap Financial Advice
  • Bordon Investment Advice
  • Bordon Retirement Advice
  • Bordon Financial Advice Quotations
  • Bordon Corporate Financial Advice

Financial Advisors Around Bordon: In the previous twelve months financial advice was provided in the following Bordon streets: Oldfield Close, Maple Leaf Drive, Ducklands, Old Station Way, Beavers Mews, Mill Chase Road, Essex Close, Thirlmere Close, Britannia Close, Ashmead, Jasmine Way, Kingfisher Close, Marsh Close, Tilburys Close, Grasmere Close, Ullswater Close, Horseshoe Crescent, Varna Road, Woolmer Way, Budds Lane, Foxglove Drive, Kildare Road, Neptune Road, Trenchard Park, Royal Drive, Melrose Close, Lindford Road, and in these Hampshire postcodes: GU35 0DR, GU35 0DX, GU35 0XN, GU35 0LS, GU35 0UD, GU35 0FR, GU35 0TZ, GU35 0BB, GU35 0TG, GU35 0JG. Folks residing in these local areas recently required the help of a financial advisor. Bordon residents received reliable and professional financial services.

More Bordon Services: Obviously, when you happen to be looking at your finances in Bordon, Hampshire, you'll probably need all kinds of different services and as well as a financial advisor in Bordon, Hampshire, you might also need estate planning in Bordon, family lawyers in Bordon, investment advisors in Bordon, bookkeeping in Bordon, property law & conveyancing in Bordon, tax preparation in Bordon, solicitors in Bordon, mortgage advice in Bordon, debt recovery & collection in Bordon, mortgage brokers in Bordon, accountants in Bordon, business consulting in Bordon, wills in Bordon, contracts lawyers in Bordon, payroll services in Bordon, banruptcy lawyers in Bordon, business financial planning in Bordon, and other different Bordon experts.

To find out local info on Bordon, Hampshire click here

Independent financial advisor in GU35 area, 01420.

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(This financial advisor Bordon content was edited and updated on 28-06-2022)