Financial Advisor Brentwood

Brentwood Independent Financial Advice & Investment

Financial Advisor Brentwood Essex (CM13): It can be a challenging experience trying to find a good independent financial advisor in Brentwood, particularly if it is the very first time that you're in search of financial advice. However, all financial advisors are bound by one simple rule; they all have to conform to the regulations set by the Financial Conduct Authority (FCA), whether you are after pensions, mortgage, investment or even insurance advice. The advantage of this is that if a financial advisor who is FCA certified gives you poor quality advice, and things go wrong, you have guarantees, and can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman to have it put right.

Free Brentwood Financial Advisor Quotes

Recommendations from neighbours and friends can be a good starting point in choosing a financial advisor in Brentwood, but bear in mind that their circumstances could be different to what you are looking for. Financial advice should be specifically tailored to your unique situation, and you will find that certain financial advisors may not be appropriate for you. It is wise to talk with at least 3 different companies when you're choosing a financial advisor, because this is a big decision, and you need to find one that you can trust and feel at ease with, and at the same time investigate the various options they can provide.

Financial Advisor Brentwood Essex (CM13)

There are two main kinds of financial advisor in Brentwood; restricted advisors and independent financial advisors. The advantage of using an IFA is that they will not be confined to the products or services of a single provider, and can offer a wider range of options. Encompassing the entire spectrum of financial companies and products, independent financial advice should be given in a frank and unbiased way to clients. Using an independent financial advisor should permit you to choose from the widest possible range of products. A restricted advisor could be concerned with an individual product, as with a mortgage advisor, or be limited to services and products from a particular provider.

Before any financial advisor takes you on as a client, they're required by the Financial Conduct Authority to tell you about their charges. Although it varies according to the kind of product you require, there could be a set fee, an hourly rate, or you could even be charged a specific percentage of what you're investing. You will sometimes be offered the possibility of a free first consultation to enable you to discuss your aims and find out if the advisor is suitable for you and your situation. Your account might be managed by a team rather than a single advisor, if you elect to go with one of the bigger companies in Brentwood.

Financial Advisors Brentwood UK (01277)

You'll be required to fill in a "Fact Find" form, which is a confidential disclosure document relating your financial situation and ambitions to the advising company. To provide information regarding the financial advisor, their situation for offering 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. This document should also set down your rights and the options you can take if you're not satisfied with the service, and need to complain. It has to be typed out in plain language and describe what you are committing yourself to, and any possible risks and benefits that exist should you elect to accept the offered advice. You'll find the amount of cooling-off period in the Key Facts Document. This enables you to cancel your contract within a certain number of days, and if any penalties have to be paid.

Ensure that you check what experience and qualifications the financial advisor has when you first talk to them. You needn't be embarrassed about asking these questions, after all you're on the verge of entrusting your long-term financial wellbeing to their expertise. Every financial advisor in Brentwood must present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. If the advisor's name doesn't appear on the Financial Services Register, you don't need to stress, the firm the individual works for should be found on the register and their personnel are all covered by the legislation. The person may still offer financial guidance as opposed to advice, if these can't be provided. Guidance is not subject to regulations in the same way as financial advice, which means that if errors are made neither party will have any recourse.

Financial Advisor Quotes in Brentwood Essex

If you are needing advice on investing money you will be asked about the level of risk you're ready to take on. Most investments carry some element of risk, but higher risk investments may offer higher rewards, and also more likelihood of losing your capital. In order to get the best investment and financial advice, your savings goals must be taken into account, i.e. how much you have to invest, how quickly you need to access your funds and short or long term investments. The one question that you should ask of yourself, which is usually neglected, is how much money you can afford to lose. Referred to as your 'capacity for loss', this will very likely have an effect on products and services that you are offered.

Financial Advice Near Brentwood Essex

Right from the start, it's crucial that you tell your financial advisor about any existing mortgages, regular payments, investments or savings accounts that you currently have. To ensure that you get the most appropriate advice for you, they need a full and clear picture of your financial situation. Reliable financial advice should include diversifying your savings and investments by spreading the risk load across a number of different products. Having a knowledge of the best areas to consider, a professional financial advisor will focus attention on products that most closely match your goals and financial situation.

Communicating in the clearest possible way, your financial advisor will unmask the complex world of investment and finance. After comparing the products and services which meet your needs, you should be able to make an informed and considered decision. If environmental issues are at the forefront of your mind, you could perhaps ask that ethical investment and savings schemes take precedence. This allows you to support businesses and firms which address your concerns, e.g. zero carbon or green energy, or perhaps keeping away from firms that don't meet your criteria.

Working closely with your financial advisor in Brentwood can be difficult to manage around work and other commitments. To allow you to get advice at times that suit you, one-on-one appointments can be augmented with phone calls and video conferencing. Even if you hardly ever have a one-on-one meeting with your personal advisor, a competent financial advice provider in Brentwood will have strict measures in place to ensure your details are kept secure and confidential, because remote and home working is now so common.


The value of your investments could go down as well as up, and this is a factor that you have to bear in mind. It can be incredibly frustrating and stressful if your investment fails to make as much money as you hoped for. However, except if it's owing to incorrect or misleading information from your advisor a downward trend in your investment is not seen as a cause for complaint.

Independent Financial Advisor Near Brentwood (CM13)

The firm's official complaints procedure should be the best place to start with any disputes, and the Key Facts Document should discuss this. You can tell the Financial Ombudsman about the problem if it remains unsolved within the timeframe stipulated by the regulating body, and your financial advisor is a member of the Financial Conduct Authority.

The Financial Ombudsman will make a ruling after reviewing the cause of the complaint independently. If it is found that the complaint is justified, a decision will be made on how the client can be compensated or the situation rectified. Once the decision is accepted by the client it becomes a legally binding decision that the advisor and their firm, must abide by. Any annoyance, trouble, inconvenience and distress caused to the customer during the situation, will be considered when the Financial Ombudsman sets the level of compensation.

Book a Financial Advisor in Brentwood UK

Financial advice can be provided in Brentwood and also in: Little Warley, Ingrave, Kelvedon Hatch, Doddinghurst, Heath Park, Hornchurch, Billericay, Warley, Great Warley, Hutton, Shenfield, Peartree Green, Fox Hatch, Pilgrims Hatch, Navestock, and in these postcodes CM13 1JN, CM13 1BH, CM13 1BP, CM13 1PW, CM13 1QU, CM13 1LG, CM13 1DH, CM13 1RU, CM13 1LN, CM13 1HZ. Local Brentwood financial advisors will most likely have the telephone code 01277 and the postcode CM13. Checking this out can make sure that you're accessing local financial advisers. Brentwood homeowners can benefit from these and lots of other finance related services.

Financial Advice Enquiries Essex

Essex Financial Advice Enquiries

Recent Essex financial advice enquiries: Katherine Ratcliffe and Wilson Ratcliffe from Hornchurch, Essex recently asked for information on equity release. Maiya and Osian Ferguson from Boreham recently asked for information on family income benefit. Henrietta Core and Lawrence Core from Little Dunmow recently enquired about financial planning. Cade Mcelroy from Stanway, Essex recently asked for information on family income benefit. Jay Cooke from Stansted Mountfitchet, Essex recently asked for information on pensions. Luke Mcloughlin from Boxted recently enquired about mortgage advice. Martin and Liberty Williams from Abberton recently enquired about investment bonds. Abby Mckee and Kaleb Mckee from Buckhurst Hill recently asked for information on family income benefit. Most of these local residents did a search for "financial advisor Essex" and came across this webpage on Google, Bing or Yahoo.

Essex Financial Advisors

Essex Advisers Financial Investment Brentwood 01277 Advice Financial Advisor Services CM13 Advisor Advisors Financial Advice

In the Essex area you'll additionally find: Alresford investment advisors, Point Clear financial advisors, East Tilbury financial advisors, Great Baddow financial advisors, Elmstead Market investment advisors, Doddinghurst financial advice, Great Bentley financial advice, Newport investment advisors, Thorrington investment advice, Tillingham investment advisors, Doddinghurst investment advice, Littlebury investment advice, Lambourne financial advisors, Little Hallingbury investment advisors, Dedham investment advice, Ingrave investment advice, Bulphan financial advisors, Holland on Sea investment advice, Steeple Bumpstead financial advice, Birchanger financial advice, Hadleigh financial advice, Birchanger financial advisors, Alresford investment advice, Cold Norton investment advisors, Sible Hedingham financial advisors, Wickham Bishops financial advice, Great Bardfield financial advisors, Great Yeldham investment advice, Great Chesterford investment advisors.

Brentwood Financial Advice Services

Financial Advice Tasks Brentwood

There are a whole host of services that can be provided by your local Brentwood financial advisor including unit trusts in Brentwood, long term care fee planning, investment consolidation Brentwood, equity release advice, familt controlled trusts, business protection, cash flow modelling, mortgage financial planning Brentwood, ISA's Brentwood, cheap financial advice, general financial planning, pension drawdowns, trusts, investment reviews, bereavement benefits Brentwood, independent financial advice, cashflow analysis Brentwood, trustee investment services, financial analyst services, financial planning, business financial planning, retirement advice, money planning Brentwood, pension advice, life insurances, will writing services, corporate bonds, offshore investment advice, annuity purchase, tax financial planning Brentwood, and lots more. Listed are just a handful of the duties that can be carried out by a financial advisor. Brentwood professionals will inform you of their entire range of financial services.


Financial Advisors Near Brentwood

Also find: Warley financial advisers, Pilgrims Hatch financial advisers, Shenfield financial advisers, Doddinghurst financial advisers, Great Warley financial advisers, Ingrave financial advisers, Billericay financial advisers, Hornchurch financial advisers, Navestock financial advisers, Hutton financial advisers, Heath Park financial advisers, Kelvedon Hatch financial advisers, Fox Hatch financial advisers, Peartree Green financial advisers, Little Warley financial advisors and more. The majority of these areas are catered for by local financial advisers. Brentwood residents can get quotations by going here.

Brentwood Financial Advice Services

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Financial Advice Enquiries in Brentwood Essex (01277)
  • Brentwood Cashflow Analysis
  • Brentwood Corporate Financial Planning
  • Brentwood Trustee Investments
  • Brentwood Mortgage Advice
  • Brentwood Retirement Planning
  • Brentwood Pension Advice
  • Brentwood Tax Advice
  • Brentwood Financial Advice
  • Brentwood Life Insurance Advice
  • Brentwood Financial Advice Quotations
  • Brentwood Financial Services
  • Brentwood Estate Planning
  • Brentwood Wealth Management
  • Brentwood Investment Advice

Financial Advisors Around Brentwood: People living in the following streets and roads have just recently requested financial advice - Tyrell Place, Shenfield Crescent, Spital Lane, Conifer Drive, Coverley Close, Corcorans, Sanderson Close, Thalmassing Close, Shaw Crescent, Thorntons, Spalt Close, Downsland Drive, Soames Mead, Cricketers Lane, Thorndales, The Spinney, Clifton Way, Tower Hill, Days Lane, Cory Drive, The Grove, Colet Road, The Lawns, Appletree Crescent, Tennyson Road, Dunnings Lane, Albany Road, Coleridge Walk, St Annes Road, as well as the following Brentwood area postcodes: CM13 1JN, CM13 1BH, CM13 1BP, CM13 1PW, CM13 1QU, CM13 1LG, CM13 1DH, CM13 1RU, CM13 1LN, CM13 1HZ. Folks residing in these areas recently needed help from a financial advisor. Brentwood residents enjoyed professional and dependable financial services in every case.

Brentwood Financial Advisor Jobs: Get financial advisor jobs near Brentwood by clicking here: General Financial Advisor Jobs

To find out local Brentwood info go here

Independent financial advisor in CM13 area, phone code 01277.

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(This financial advisor Brentwood page was revised and updated on 06-05-2022)