Financial Advisor Bracknell

Bracknell Independent Financial Advice & Investment

Financial Advisor Bracknell Berkshire (RG12): If you're in search of financial advice for the first time, trying to locate a first-rate financial advisor advisor in Bracknell can be a daunting experience. Whether it is investment, mortgage, pension or even insurance guidance that you're after, there is one common rule for all professional financial advisors; they all have to adhere to Financial Conduct Authority regulations. This comes with various guarantees, therefore after getting advice from a FCA approved financial advisor in Bracknell, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if if things go awry.

Free Bracknell Financial Advisor Quotes

A good starting place when choosing a financial advisor in Bracknell can be neighbours and friends, but keep in mind that the sort of advice you are looking for may be somewhat different to theirs. Not every financial advisor is suitable for everyone, and any advice they provide needs to be adapted to your particular situation. Selecting a financial advisor is an important decision and it is a good idea to speak with at least three different companies in order to check out the various options they provide, and to find one you feel comfortable with and can trust.

Financial Advisor Bracknell Berkshire (RG12)

There are two main kinds of financial advisor in Bracknell; restricted advisors and independent financial advisors. Offering a more diverse range of options, an IFA will not be confined to the products or services of just one provider. Covering the whole gamut of financial companies and products, independent financial advice must be offered in an unbiased and impartial way to customers. Consulting an independent financial advisor should allow you to choose from the broadest possible range of products. A restricted financial advisor may be tied to services and products from one particular company, or may even concentrate on a specific product, as can be the case with a mortgage advisor.

Before taking you on as a client, any Bracknell financial advisor must tell you about their charges, as set out by the FCA. You could be charged a set fee, by the hour or maybe even a specific percentage of your investment, based on product you're looking for. To discuss your aims and see if the advisor is the proper choice for your circumstances, you will sometimes be offered the possibility of a free preliminary consultation. If you go with one of the larger Bracknell companies, your account could be handled by a team of advisors rather than just one individual.

Financial Advisors Bracknell UK (01344)

Before any advice is given you will be required to fill out a confidential disclosure form, called a "Fact Find" document, which informs the advising firm about your financial situation and objectives. To provide information regarding the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial arena, you'll also be handed an Initial Disclosure, or Key Facts Document. If you're not satisfied with the service, and wish to make a complaint, this document should also lay down your legal rights and the options you can take. It has to be easy to understand, written in plain English, and outline exactly what you are committing yourself to, along with the benefits and risks of accepting the proffered advice. The Key Facts Document will also tell you about the cooling-off period. This permits you to cancel the contract within a certain period of time, and whenever any penalties have to be paid.

Ensure that you check what qualifications and experience the financial advisor has the first time you talk to them. Asking these questions shouldn't be a cause for embarrassment, because you're entrusting them with your financial wellbeing. A Level 4 qualification in financial advice is the minimum qualification for any financial advisor in Bracknell, and they must also be in a position to show an annual Statement of Professional Standing. If the advisor's name does not appear on the Financial Services Register, don't panic, the company the advisor works for should be found on the register and their employees are all covered by the regulations. The person may still offer financial guidance as opposed to advice, if these can't be presented. Guidance is not subject to regulations in the way that financial advice is, which means that if errors occur neither party will have any recourse.

Financial Advisor Quotes in Bracknell Berkshire

If it's investing money that you are interested in, your advisor will need to know the level of risk you are ready to accept with your hard-earned money. Bigger rewards might be possible with high risk investments, but you may also lose all or some of your cash. Your savings objectives will have to be considered if the best investment advice is to be given, i.e. how much you wish to invest, long or short term investments and how quickly you need to access your funds. You should invariably ask yourself the one vital question, how much money can you afford to lose. Referred to as your 'capacity for loss', this will quite likely have an effect on services and products that you're offered.

Financial Advice Near Bracknell Berkshire

You'll want to tell your financial advisor about your existing regular outgoings, savings, investments or mortgages. They'll need these details, so they can get a picture of your finances 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 reliable financial advice should allow for. A certified financial advisor in Bracknell will be aware of the best areas to consider, which reflect your goals and your financial situation.

A financial advisor will reveal the complex world of finance, and communicate in as much plain speech as possible. You should be in a position to make an informed decision once you have learned about the various products and services which meet your needs. You could ask your financial advisor only to include ethical savings and investment schemes. This will allow you to support organisations and firms that match your concerns, e.g. zero carbon or renewable energy, or perhaps keeping away from companies that don't meet your criteria.

It's not that easy to work closely with a financial advisor in Bracknell without this affecting work and other obligations. One-on-one appointments can be complemented with phone calls and video conferencing to allow you to get advice at times that suit you. Working from home and remote working is now commonplace, and a competent financial advice company in Bracknell will have stringent measures in place to ensure your details are kept secure and confidential, even if you hardly ever have a one-to-one meeting with your personal advisor.


Investments can be an unpredictable area, and values could fall as well as rise. If your investment is not making as much money as you hoped for, it can be incredibly demoralising and stressful. However, unless it is because of wrong or misleading information from your advisor your investment having a downward trend is not seen as a cause for complaint.

Independent Financial Advisor Near Bracknell (RG12)

Any complaints should begin with the firm's official complaints procedure as laid out in the Key Facts Document. You can tell the Financial Ombudsman about the situation if it remains unresolved within the time set out by the regulating authority, and your advisor is a member of the Financial Conduct Authority.

The Financial Ombudsman will make a ruling after independently reviewing the cause for complaint. If the complaint is upheld, a decision will be made on how to rectify the situation or financially compensate the client. Once the decision has been accepted by the client it becomes a legally binding decision that the financial advisor and their firm, must comply with. Any trouble, annoyance, inconvenience and distress caused to the customer during the process, will be accounted for when the Financial Ombudsman establishes the level of compensation.

Book a Financial Advisor in Bracknell UK

Financial advice can be provided in Bracknell and also in nearby places like: Jennetts Park, Warfield, Hawthorn Hill, Whitegrove, Bullbrook, Martins Heron, Chavey Down, Ascot, Winkfield Row, Wokingham, Sunninghill, Wick Hill, Easthampstead, The Warren, Binfield, Popeswood, West End, Crowthorne, Bagshot, Wixenford, Newell Green, Shurlock Row, Wildridings, Hurst, Amen Corner, as well as in these postcodes RG12 1LX, RG12 1AG, RG12 1RB, RG12 0TA, RG12 0XB, RG12 1JS, RG12 1RP, RG12 1RW, RG12 1YQ, RG12 1NF. Locally based Bracknell financial advisers will most likely have the postcode RG12 and the telephone dialling code 01344. Checking this out will confirm you access locally based financial advisers. Bracknell property owners are able to utilise these and lots of other comparable services. Click on the "enquiry" form or banner to get info on financial advisors in your location.

Berkshire Financial Advisors

Advice 01344 Financial Advice Advisers Financial Bracknell Services Advisor Investment Financial Advisor RG12 Berkshire Advisors

In Berkshire you can also get: Binfield financial advice, Earley investment advisors, Sulhamstead financial advisors, Sonning investment advice, Britwell financial advice, Beenham financial advice, Knowle Hill investment advisors, Burghfield Common investment advice, Old Windsor investment advice, Aldermaston financial advisors, Horton investment advice, Datchet financial advisors, Tilehurst financial advisors, Shinfield financial advisors, Charvil financial advisors, Bucklebury financial advisors, Hurst financial advisors, Sonning financial advisors, Barkham financial advisors, Woolhampton investment advisors, Hungerford investment advisors, White Waltham investment advice, Great Shefford financial advisors, Waltham St Lawrence investment advisors, Burghfield Common investment advisors, Knowle Hill financial advisors, Holybrook investment advice, Colnbrook financial advice, Upper Basildon financial advice, Compton investment advice.

Required Skills for a Financial Advisor

  • A thorough understanding and knowledge of accounting and economics associated with financial products and markets.
  • Good business management skills for the negotiation of product fees.
  • To have the ability to network and establish solid relationships with clients.
  • To have the ability to listen attentively
  • To be good at selling services and products.
  • A good level of math knowledge for producing financial packages.
  • To be able to competently use a computer and the key software.
  • Good skills in customer service for determining client needs.
  • Good verbal communication skills.
  • To have a flexible work ethic.
  • To pay attention to detail and be thorough.

Bracknell Financial Advice Services

Financial Advice Tasks Bracknell

There is a wide range of services that are provided by your local Bracknell financial advisor including personal protection Bracknell, long term care fee advice, cheap financial advice, cash flow modelling, portfolio management in Bracknell, personal financial planning Bracknell, financial planning, corporate financial planning Bracknell, pension drawdowns, independent financial advice, life assurance, financial analyst services, income protection, investment bonds Bracknell, savings advice, tax financial planning in Bracknell, divorce planning, money planning Bracknell, trusts in Bracknell, will writing services Bracknell, pension transfers, investment planning, ethical investment advice, inheritance tax planning in Bracknell, pension reviews, business planning, financial advice services Bracknell, familt controlled trusts, retirement plans, unit trusts, and lots more. Listed are just a small portion of the tasks that can be performed by a financial advisor. Bracknell professionals will tell you about their entire range of services.


Financial Advisors Near Bracknell

Also find: Wick Hill financial advisers, The Warren financial advisers, Winkfield Row financial advisers, Amen Corner financial advisers, Chavey Down financial advisers, Newell Green financial advisers, Hawthorn Hill financial advisers, Hurst financial advisers, Crowthorne financial advisers, Ascot financial advisers, Bagshot financial advisers, Easthampstead financial advisers, Wixenford financial advisers, Wildridings financial advisers, Warfield financial advisers, Shurlock Row financial advisers, Bullbrook financial advisers, Sunninghill financial advisers, Binfield financial advisers, Wokingham financial advisers, Popeswood financial advisers, Jennetts Park financial advisers, Martins Heron financial advisers, Whitegrove financial advisers, West End financial advisors and more. Most of these villages and towns are served by local financial advisers. Bracknell residents can get estimates by going here.

Bracknell Financial Advice Services

Find a Financial Advisor in Bracknell Here
Financial Advice Enquiries in Bracknell Berkshire (01344)
  • Bracknell Estate Planning
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  • Bracknell Mortgage Advice
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  • Bracknell Cashflow Analysis
  • Bracknell Trustee Investments
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  • Bracknell Tax Advice
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  • Bracknell Retirement Advice
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  • Bracknell Pension Advice

Financial Advisors Around Bracknell: People living in the following roads and streets have just recently enquired about financial advice - Ashdown Close, Beech Glen, Doncastle Road, Somerton House Cottages, Carters Hill, Brunswick, Binfield Road, Bracknell Road, Bloomfield Drive, Downshire Way, Coppice Green, Burnham Grove, Calfridus Way, Bedfordshire Down, Big Barn Grove, County Lane, Thomas Drive, Twyford Road, Batcombe Mead, Agar Crescent, Aldenham Terrace, Samian Place, Downmill Road, Burnmoor Chase, Timline Green, Dorset Vale, Totale Rise, Spencer Road, Target Hill, as well as the following local Bracknell postcodes: RG12 1LX, RG12 1AG, RG12 1RB, RG12 0TA, RG12 0XB, RG12 1JS, RG12 1RP, RG12 1RW, RG12 1YQ, RG12 1NF. People living in these local areas recently requested the help of a financial advisor. Bracknell residents benefited from competent and high quality financial services in all cases.

If you're interested in local Bracknell info go here

Independent financial advisor in RG12 area, 01344.

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(This financial advisor Bracknell content was edited and updated on 06-05-2022)