Financial Advisor Bridgend

Bridgend Independent Financial Advice & Investment

Financial Advisor Bridgend Wales (CF31): If you're in search of financial advice for the first time, trying to find a first-rate financial advisor advisor in the Bridgend area can be a quite daunting experience. Whether you're searching for investments, mortgage, pensions or even insurance guidance, all financial advisors have one thing in common; they must all conform to the regulations set by the Financial Conduct Authority (FCA). This comes with some guarantees, therefore after taking advice from a FCA authorised financial advisor in Bridgend, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if something should go awry.

Free Bridgend Financial Advisor Quotes

Recommendations from friends and neighbours can be a good starting point in choosing a financial advisor in Bridgend, but remember that their circumstances might be different to the kind of advice you're looking for. Any advice they offer needs to be tailored to your unique circumstances, and not every financial advisor is suitable for everybody. Choosing a financial advisor is a major decision and it is wise to talk to at least 3 different companies in order to investigate the various options they offer, and to find one that you feel comfortable with and can trust.

Financial Advisor Bridgend Wales (CF31)

There are 2 principal kinds of financial advisor in Bridgend; independent financial advisors and restricted advisors. The advantage of seeing an independent financial advisor is that they won't be limited to a single provider's products and services, and can offer a more diverse range of options. Covering the whole spectrum of financial companies and products, independent financial advice should be offered in an honest and unbiased way to clientele. Using an IFA should allow you to choose between the widest possible range of services. A restricted financial advisor might be tied to services and products from one particular firm, or might even focus on a particular product, as in the case of a mortgage advisor.

Before any financial advisor in Bridgend accepts you as a client, they're required by the Financial Conduct Authority to tell you about their charges. Based on the type of product you're looking for, you could be charged by the hour, a set fee or even a slice of your investment value. You might be offered a free first consultation to allow you to discuss your objectives and determine whether the advisor is a good fit for you and your circumstances. Your account might be managed by a team as opposed to one individual advisor, if you opt to go to one of the larger companies in Bridgend.

Financial Advisors Bridgend UK (01656)

You'll be required to fill in a "Fact Find" form, which is a confidential disclosure document relating your goals and financial situation to the advising company. To provide information on the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial market, you'll also be given an Initial Disclosure Document, or Key Facts Document. This document should also make clear your own rights and your options if you aren't satisfied with the service, and need to make a complaint. It should be typed out in plain English and detail what you're committing yourself to, and any possible risks and benefits that exist should you choose to accept the offered advice. You can find the amount of cooling-off period in the Key Facts Document. Within a certain period of time, this enables you to cancel the contract with your financial advisor.

When talking with your financial advisor initially ensure that you check their qualifications and experience. Don't be embarrassed about asking these questions, after all you are about to entrust your financial wellbeing to their skill. A Level 4 qualification in financial advice is the minimum certification for any financial advisor in Bridgend, and they must also be able to show an annual Statement of Professional Standing. If your advisor's name doesn't appear on the Financial Services Register, you should not panic, the firm the advisor works for will almost certainly be on the register and their employees are all covered by the regulations. If they're unable to present these accreditations, the individual can't offer advice but is able to offer financial guidance. Guidance is not subject to regulations in the same way as financial advice, meaning that if errors are made the client won't have any recourse.

Financial Advisor Quotes in Bridgend Wales

If it is investments that you're interested in, the advisor will want to know the amount of risk you are ready to take with your hard-earned cash. Many investments carry some element of risk, but higher risk investments may offer larger rewards, but also more likelihood of losing your money. In order to get the best financial and investment advice, your savings objectives must be taken into account, i.e. how much cash you want to invest, short or long term investments and how quickly you need to access your funds. "How much can you actually afford to lose?" Is the one vital question that you really need to ask yourself. This may influence the services and products that could be offered for your consideration, and is generally known as your 'capacity for loss'.

Financial Advice Near Bridgend Wales

If you already have any existing investments, mortgage loans, savings or regular outgoings, you need to let your financial advisor know about these. They'll need to know this, so they can get a picture of your financial circumstances and give the appropriate advice for you. Good quality financial advice should include diversifying your investments and savings by spreading the risk across various products. So as to match your goals and financial situation, a professional financial advisor in Bridgend will be aware of the best products to consider.

Your financial advisor will communicate in the clearest possible way, to lay bare the complex world of finance. You should be able to make an informed and educated decision after you have learned about the various services and products that meet your needs. If you're environmentally minded, you could even ask your financial advisor to stick to ethical investments and savings. This will allow you to support firms and businesses that match your concerns, e.g. zero carbon or green energy, or perhaps staying away from investments that don't meet your requirements.

Establishing a close working relationship with your financial advisor in Bridgend could cause issues with your work day and other responsibilities. To enable you to seek advice at times that suit you, face-to-face meetings can be backed up with video conferencing and phone calls. Any competent financial advice company in Bridgend will have strict measures in force to ensure your details are kept confidential and secure, even if you rarely have a one-on-one meeting with your advisor, because remote and home working is no longer unusual.


Investments can easily go down as well as up, as the financial sector can be a volatile one. If your investment isn't making as much money as you were hoping for, it can be extremely stressful and demoralising. Unfortunately, your investment having a downward trend is not seen as a cause for complaint, unless it is due to wrong or misleading information from your advisor.

Independent Financial Advisor Near Bridgend (CF31)

The firm's official complaints procedure should be the starting position for any disputes, and the Key Facts Document should clarify this. If your advisor is registered with the Financial Conduct Authority, you can tell the Financial Ombudsman about the matter if it is unresolved within the time-frame set out by the regulating body.

After independently reviewing the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is found to be justified, a decision is made on how to rectify the situation or financially compensate the client. Once agreed on by the client, the decision will become a legally binding one, and the advisor and their firm must abide by it. Any inconvenience, hassle, distress and annoyance caused to the customer during the process, will be taken into account when the Financial Ombudsman sets the level of compensation.

Book a Financial Advisor in Bridgend UK

Financial advice can be provided in Bridgend and also nearby in: Porthcawl, Pyle, Cefn Cribwr, Brynna, North Cornelly, Tythegston, Copychurch, Ewenny, Ogmore-by-Sea, Brackla, Bryncethin, Tondu, Nottage, Aberkenfig, Pen-y-Fai, Pencoed, Laleston, Coity, and in these postcodes CF31 1TF, CF31 1PR, CF31 1EA, CF31 1BN, CF31 1TY, CF31 1PP, CF31 1HX, CF31 1LB, CF31 1PE, CF31 1PT. Locally based Bridgend financial advisors will probably have the telephone code 01656 and the postcode CF31. Verifying this should make sure that you're accessing local financial advisers. Bridgend householders will be able to benefit from these and many other related services.

Bridgend Financial Advice Services

Financial Advice Tasks Bridgend

There is a range of services which are provided by your local Bridgend financial advisor including bridging finance, tax planning, long term care fee advice, business financial planning, unit trusts in Bridgend, financial planning, money planning, pensions in divorce, cashflow analysis Bridgend, life insurance, business protection Bridgend, annuities, personal protection, inheritance tax planning, general financial planning, multi-asset portfolios, life assurance, mutual funds, pension transfer advice, corporate financial planning Bridgend, cash flow modelling, savings advice Bridgend, pension planning Bridgend, offshore investments Bridgend, stakeholder pensions, equity release, pension consolidation advice in Bridgend, divorce financial planning, cheap financial advice in Bridgend, income protection advice, and lots more. These are just a few of the duties that can be carried out by a financial advisor. Bridgend professionals will tell you about their entire range of services.

Financial Advisors Wales

Financial Advisor Wales Advice Financial 01656 Advisor Advisers Investment Financial Advice Services Bridgend Advisors CF31

In the Wales area you can also find: Llangennech financial advisors, Porth investment advice, Wattsville financial advice, Penrhyn Bay financial advisors, Talysarn financial advisors, Machynlleth financial advice, Burry Port investment advisors, Morfa Nefyn financial advisors, Llanberis financial advice, Ogmore By Sea investment advisors, Pyle investment advisors, Tonyrefail financial advice, Pwllheli investment advisors, Machynlleth investment advice, Cefn Mawr investment advice, Penyffordd financial advice, Pembroke financial advice, Clyro financial advisors, Brynsadler financial advisors, Glyn Neath investment advisors, Ynysybwl investment advice, Dinas Cross financial advisors, Aberaeron financial advisors, Morfa Nefyn financial advice, Blaenavon investment advisors, Llangefni investment advisors, Llan Ffestiniog investment advisors, Gwernaffield Y Waun investment advice, Abercarn financial advice, Bargod financial advisors.

Financial Advice Enquiries Wales

Financial Advice Enquiries Wales

Recently posted Wales financial advice enquiries: Blake Middleton and Neve Middleton from Llanfyllin recently asked for information on equity release. Leyton and Keeley David from Treorchy recently enquired about equity release. Elis Mcavoy and Nova Mcavoy from Penrhyn Coch recently enquired about equity release. Monica Neville and Percy Neville from Glanaman recently enquired about offshore investments. Mr and Mrs Walker from Broughton recently asked for information on investment bonds. Jak and Maiya Abbas from Rhymney recently asked for information on equity release. Mr and Mrs Page from Queensferry, Wales recently asked for information on investment bonds. Zayne Boulton and Kacey Boulton from Llandovery, Wales recently enquired about life assurance. Most of these local residents searched for "financial advisor Wales" and came across this webpage on Yahoo, Google or Bing.


Financial Advisors Near Bridgend

Also find: Nottage financial advisers, Ogmore-by-Sea financial advisers, Brynna financial advisers, Tythegston financial advisers, Pen-y-Fai financial advisers, Laleston financial advisers, Cefn Cribwr financial advisers, Brackla financial advisers, Pencoed financial advisers, Pyle financial advisers, North Cornelly financial advisers, Copychurch financial advisers, Coity financial advisers, Aberkenfig financial advisers, Bryncethin financial advisers, Ewenny financial advisers, Porthcawl financial advisers, Tondu financial advisors and more. Most of these areas are serviced by local financial advisers. Bridgend residents can get estimates by going here.

Bridgend Financial Advice Services

Find a Financial Advisor in Bridgend Here
Financial Advice Enquiries in Bridgend Wales (01656)
  • Bridgend Tax Advice
  • Bridgend Life Insurance Advice
  • Bridgend Mortgage Advice
  • Bridgend Corporate Financial Planning
  • Bridgend Retirement Advice
  • Bridgend Financial Advice Quotations
  • Bridgend Pension Advice
  • Bridgend Financial Advice
  • Bridgend Trustee Investments
  • Bridgend Investment Advice
  • Bridgend Cheap Financial Advice
  • Bridgend Cashflow Analysis
  • Bridgend Wealth Management
  • Bridgend Inheritance Advice

Financial Advisors Around Bridgend: Over the last year financial advice was provided in these Bridgend streets: South View, Anglia Close, Springfield Gardens, Cefn Coed, Stoney Lane, Caebryn Terrace, Ash Grove, The Willows, Tremgarth, St Brides Road, The Common, St Nicholas Road, St Christophers Road, Sturmi Way, Bettws Road, Taliesin Close, Cae Garn, Craig Yr Eos Place, Tanyrallt Avenue, St Leonards Road, The Spinney, Bradfield Avenue, College Close, Cricklewood Close, Croft Goch Gardens, Braich-y-cymmer Road, Swn-yr-afon, Bristol Street, Tre Newydd, Dunraven Place, and in these Wales postcodes: CF31 1TF, CF31 1PR, CF31 1EA, CF31 1BN, CF31 1TY, CF31 1PP, CF31 1HX, CF31 1LB, CF31 1PE, CF31 1PT. Folks living in these areas recently needed help from a financial advisor. Bridgend residents enjoyed the benefits of reliable and top notch financial services on every occasion.

More Bridgend Services: Undoubtedly, whenever you happen to be looking at your finances in Bridgend, Wales, you will likely be in need of all sorts of different services and together with a financial advisor in Bridgend, Wales, you may additionally need tax preparation in Bridgend, mortgage advice in Bridgend, estate planning in Bridgend, family lawyers in Bridgend, solicitors in Bridgend, bookkeeping in Bridgend, payroll services in Bridgend, contracts lawyers in Bridgend, accountants in Bridgend, will writing in Bridgend, property law & conveyancing in Bridgend, debt recovery & collection in Bridgend, business consulting in Bridgend, banruptcy lawyers in Bridgend, investment advisors in Bridgend, mortgage brokers in Bridgend, business financial planning in Bridgend, and other different Bridgend experts.

Financial Adviser Jobs Bridgend: Browse financial advisor jobs in Bridgend by clicking here: Bridgend Financial Advisor Jobs

To find local Bridgend information click here

Independent financial advisor in CF31 area, (dialling code 01656).

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(This financial advisor Bridgend page was checked and updated on 06-05-2022)