Financial Advisor Bordon

Bordon Independent Financial Advice & Investment

Financial Advisor Bordon Hampshire (GU35): Locating a first-rate financial advisor advisor in the Bordon area can be a daunting experience, especially if you are needing financial advice for the first time. Whether it's pension, investments, mortgage or even insurance guidance that you are searching for, there is one common rule for all financial advisors; they must all comply with Financial Conduct Authority regulations. The benefit of this is that should a financial advisor who is FCA registered give you poor quality advice, and anything goes awry, you have guarantees, and can get in touch with the Financial Ombudsman or the Financial Services Compensation Scheme to have it put right.

Free Bordon Financial Advisor Quotes

Relatives and friends recommendations can be a decent starting place in choosing a financial advisor in Bordon, but keep in mind that their needs might be different to the type of advice you are looking for. Any advice they provide should be adapted to your specific situation, and every financial advisor isn't suitable for everybody. To investigate the options they are offering and find a financial advisor you can trust and feel at ease with, it is wise to speak to at least three different companies, because after all selecting a financial advisor is an important decision.

Financial Advisor Bordon Hampshire (GU35)

Restricted advisors and independent financial advisors (IFA), are the two principal kinds of financial advisor in Bordon. Offering a broader range of options, an IFA won't be restricted to a single provider's services or products. Independent financial advice should cover the full gamut of financial companies and products, and should be given in an unbiased way. Consulting an IFA should permit you to choose between the broadest possible range of services. If you use a restricted advisor you'll soon realise that they could be limited to products and services of a specific company, or as in the case of a mortgage advisor, will only be concerned with one solitary product.

The Financial Conduct Authority demands that any Bordon financial advisor must fully discuss their charges with you, before accepting you as a client. Based upon the type of product you require, you could be charged a set fee, by the hour or possibly even a proportion of your investment. You might be offered the chance of a free initial consultation to allow you to discuss your aims and see if the advisor is the proper choice for your circumstances. If you use one of the larger Bordon firms, your account could be looked after by a team of advisors rather than one individual.

Financial Advisors Bordon UK (01420)

Before any advice is handed out you'll be asked to fill in a confidential disclosure document, known as a "Fact Find" form, which tells the advising company about your financial situation and ambitions. You'll also be handed an Initial Disclosure Document, or Key Facts Document, which provides information on the financial advisor, their status to offer independent or restricted advice and the scope of their permissions in the financial arena. If you are not satisfied with the service, and wish to submit a complaint, this document should also lay down your rights and the possible options you can take. It should be written in plain language and outline what you're committing yourself to, and any possible risks and benefits should you decide to take the offered advice. This document will also inform you about the level of cooling-off period. This permits you to have a change of heart within a certain time period, and cancel the contract with your financial advisor.

The first time you're speaking with your financial advisor make sure you check what qualifications and experience they've got. Don't be embarrassed about asking these questions, after all you are about to entrust your financial wellbeing to their expertise. All financial advisors in Bordon must as a minimum hold a Level 4 qualification and be in a position to present an annual Statement of Professional Standing. If the advisor's name doesn't 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 personnel are all covered by the regulations. If these can't be presented the person can still offer financial guidance instead of advice. Guidance is not subject to regulations in the way that financial advice is, meaning that if errors are made neither party will have any recourse.

Financial Advisor Quotes in Bordon Hampshire

You will be asked about the level of risk you are ready to accept, if you are seeking advice on investing money. Higher risk investments may potentially offer bigger rewards, but some or all of your cash could be lost. In order to get the very best financial and investment advice, your savings objectives must be considered, i.e. how much capital you want to invest, how quickly you need to access your money and long or short term investments. You should invariably ask yourself the one important question, how much can you truly afford to lose. Generally known as your 'capacity for loss', this will most likely affect the services and products that you're offered.

Financial Advice Near Bordon Hampshire

You will have to tell your financial advisor about any existing personal savings, mortgage loans, regular outgoings or investments. To ensure that you receive the best advice for you, they need to gather a full and clear picture of your financial situation. Spreading the risk load across various products through the diversification of your investments and savings, is something that good financial advice should allow for. A seasoned financial advisor in Bordon will have the knowledge of the best products to consider, which reflect your financial situation and your goals.

A financial advisor will unmask the multifaceted world of finance, and try to converse in the clearest possible way. You should be in a position to make an informed and educated decision when you have learned about the various products and services that meet your needs. You could ask your advisor only to choose ethical savings and investments. This doesn't just give you investment opportunities, but also enables you to lend your support to green energy or zero carbon projects, and stay clear of those that don't share the same values as you do.

Having a close working relationship with your financial advisor in Bordon could create complications with your work life and other responsibilities. To enable you to get advice at times that suit you, face-to-face meetings can be supplemented with phone calls and video conferencing. Remote and home working is now so common, and any professional financial advice company in Bordon will have rigorous measures in force to ensure your details are kept confidential and secure, even if you never have an in-person meeting with your advisor.


Investments can be a volatile area, and values could fall as well as rise. If your investment isn't making the amount of money you hoped for, it can be incredibly stressful and disheartening. Your investment having a downward trend is not a recognised basis for complaint, unless your advisor has supplied you with misleading or incorrect information.

Independent Financial Advisor Near Bordon (GU35)

Any disputes should start with the company's complaints procedure as laid out in the Key Facts Document. If the advisor is a member of the Financial Conduct Authority, you can inform the Financial Ombudsman of the problem if it is unsolved within the time-frame set out by the regulating authority.

The Financial Ombudsman will look into the cause of the complaint and make a ruling. If it's established that the complaint is justified, a decision is made on how the customer can be compensated. Once the ruling has been agreed on by the client it becomes a legally binding decision that the advisor and their company, must abide by. The Financial Ombudsman will also consider any distress, hassle, inconvenience and upset caused to the client during the process, and establish the level of compensation proportionately.

Book a Financial Advisor in Bordon UK

Financial advice can be provided in Bordon and also in: Passfield, Sleaford, Greatham, Headley, Whitehill, Kingsley, Dockenfield, Hollywater, Bramshott, Deadwater, Blackmoor, Liphook, Binsted, Oakhanger, Frensham, Lindford, together with these postcodes GU35 0BG, GU35 0JG, GU35 0UU, GU35 0AU, GU35 0LD, GU35 0GW, GU35 0TX, GU35 0EQ, GU35 0GB, GU35 0DW. Locally based Bordon financial advisers will most likely have the postcode GU35 and the dialling code 01420. Checking this out will ensure that you access locally based financial advisers. Bordon home and business owners can benefit from these and lots of other comparable services. Click on the "enquiry" banner to get specifics of financial advisors in your location.

Bordon Financial Advice Services

Financial Advice Tasks Bordon

There are a wide array of services that can be provided by your local Bordon financial advisor including tax advice Bordon, general financial planning, saving for children, investment bonds, death benefit advice, business protection, personal financial planning in Bordon, family income benefit Bordon, independent financial advice, life assurance advice, will writing services, trusts, personal protection, pension reviews, savings advice Bordon, ISA's, financial services in Bordon, money planning in Bordon, financial planning, stakeholder pensions, pension advice, life insurance advice, bridging finance, wealth management & investments in Bordon, cashflow planning, pension transfer advice, pensions in divorce, pension drawdowns, portfolio management, investment planning, and lots more. These are just a handful of the duties that can be accomplished by a financial advisor. Bordon professionals will be delighted to keep you abreast of their entire range of financial services.

Fundamental Skills for a Financial Advisor

  • To have the ability to use a computer and the appropriate software packages.
  • Good business management skills for the negotiation of product fees.
  • An outstanding understanding of economics and accounting with regard to financial products and markets.
  • To have attentive listening skills.
  • Effective skills in customer service for finding out client needs.
  • To be thorough and pay attention to detail.
  • To have the ability to network and establish solid relationships with clients.
  • To have a flexible approach to work.
  • Excellent skills in verbal communication.
  • To be good at promoting products and services.
  • An excellent level of numeracy for producing financial plans.

Financial Advisors Near Bordon

Also find: Oakhanger financial advisors, Headley financial advisors, Passfield financial advisors, Dockenfield financial advisors, Blackmoor financial advisors, Kingsley financial advisors, Binsted financial advisors, Bramshott financial advisors, Frensham financial advisors, Lindford financial advisors, Hollywater financial advisors, Deadwater financial advisors, Greatham financial advisors and more. Anybody who is hunting for financial advice, will find that such services are readily available in all of these towns and villages. Home and property owners in these localities can make enquiries about financial advice by clicking here.

Bordon Financial Advice Services

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

To get local information about Bordon, Hampshire check here

Independent financial advisor in GU35 area, and dialling code 01420.

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(This financial advisor Bordon page was reviewed and updated on 20-02-2024)