Financial Advisor Brierfield

Brierfield Independent Financial Advice & Investment

Financial Advisor Brierfield Lancashire (BB9): If you are in search of financial advice for the very first time, trying to locate a reliable financial advisor advisor in the Brierfield area can be a quite daunting experience. Whether you're searching for pension, investments, mortgage or even insurance advice, all financial advisors have one thing in common; they all have to stick to the regulations set by the Financial Conduct Authority (FCA). The advantage of this is that if a financial advisor who is FCA authorised gives you poor advice, and anything goes awry, you've got guarantees, and are able to get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman Scheme to have it put right.

Free Brierfield Financial Advisor Quotes

Recommendations from friends and neighbours can be a good starting place in choosing a financial advisor in Brierfield, but remember that their circumstances could be different to the type of advice you are looking for. Any advice they offer should be tailored to your specific circumstances, and every financial advisor is not suitable for everybody. It is a good idea to talk to at least three different firms when you are selecting a financial advisor, since this is an important decision, and you'll be looking to find one that you feel comfortable with and can trust, and at the same time check out the options they offer.

Financial Advisor Brierfield Lancashire (BB9)

When it comes to picking a financial advisor in Brierfield, there are basically 2 main types; restricted advisors and independent financial advisors. Offering a wide range of options, an independent financial advisor will not be confined to the services and products of a single company. Independent financial advice must be provided in a frank and unbiased way and should cover the entire gamut of financial products and companies. Using an IFA should enable you to pick from the broadest possible array of services. A restricted financial advisor could be limited to services and products from a single company, or might even focus on a particular product, as you might find with a mortgage advisor.

The FCA requires that any financial advisor must be transparent about their charges, before taking you on as a client. You might be charged a set fee, by the hour or maybe even a percentage of your investment value, in accordance with services you're looking for. You might be offered the possibility of a free initial consultation to enable you to discuss your goals and determine whether the advisor is the correct fit for you and your situation. Your account may be managed by a team rather than a single advisor, if you opt to go to one of the bigger Brierfield firms.

Financial Advisors Brierfield UK (01282)

To summarise your financial situation and aims to the advising company, you'll be required to complete a "Fact Find" document, which is a confidential disclosure form. You should also be given an Initial Disclosure, or Key Facts Document, which provides you with details of the financial advisor, their status to offer restricted or independent advice and their range of permissions in the financial arena. Your own rights should also be laid out in this document, together with your options if you want to make a complaint because you are not satisfied with the service provided. It should be simple to understand, written in plain language, and outline precisely what you're signing up for, along with the risks and benefits of accepting the proffered advice. This document will also inform you of the cooling-off period. This enables you to have a change of heart within a specific time period, and cancel your contract with the financial advisor.

You should check what qualifications and experience the financial advisor has when you first talk to them. Don't be self-conscious 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 qualification for any financial advisor in Brierfield, and they must also be in a position to show an annual Statement of Professional Standing. If the advisor's name doesn't show up on the Financial Services Register, you should not stress, the company the person works for should be found on the register and their personnel will be covered by the legislation. If these cannot be provided the individual can still offer financial guidance rather than financial advice. In terms of finance guidance is somewhat different to advice and is not regulated in the same way. Therefore there isn't any recourse for the client if financial errors are made.

Financial Advisor Quotes in Brierfield Lancashire

If you're looking for advice on investments you'll be asked the level of risk you are comfortable with. Many investments carry some degree of risk, but high risk investments may offer higher rewards, but also more chance of losing some or all of your funds. In order to get the most effective investment and financial advice, your savings goals must be carefully considered, i.e. how rapidly you need to access your funds, short or long term investments and how much you have to invest. One question you should ask of yourself, which is normally overlooked, is how much money you can really afford to lose. Sometimes referred to as your 'capacity for loss', this will most likely have an effect on products and services that you are offered.

Financial Advice Near Brierfield Lancashire

If you have already got any current investments, savings accounts, regular payments or mortgages, you need to let your financial advisor know about these. They'll need this information, so they can get a picture of your finances and give the appropriate advice for your needs. Good quality financial advice should allow for diversifying your investments and savings by spreading the risk across various products. Having a knowledge of the best areas to consider, a competent financial advisor will favour products that most closely match your financial situation and goals.

Your financial advisor will communicate in as plain a speech as possible, to lay bare the multifaceted world of finance. You should be in a position to come to an informed and educated decision when you have compared the various services and products that match your needs. If you are environmentally minded, you could ask your financial advisor to stick to ethical investment and savings schemes. You can then stay away from companies that businesses meet your standards, and instead lend your support to those enterprises and companies that address your concerns, for example zero carbon or renewable energy.

It may prove hard to manage your work and other obligations around working closely with your financial advisor in Brierfield. To enable you to seek advice at a time to suit you, one-on-one meetings can be complemented with video conferencing and phone calls. Remote and home working is now commonplace, and any experienced financial advice company in Brierfield will have stringent measures in place to ensure your details are kept confidential and secure, even if you hardly ever have an in-person meeting with your personal advisor.


Investments can just as easily go down as well as up, since the financial world can be a volatile one. If it happens that your investment isn't making the amount of money you hoped for, it can be a very stressful and disheartening time. Sadly, a downward spiraling of your investment is not seen as a cause for complaint, unless of course it is because of misleading or incorrect information from your advisor.

Independent Financial Advisor Near Brierfield (BB9)

The company's official complaints procedure should be the place to start with any grievances, and the Key Facts Document will explain this. You can inform the Financial Ombudsman of the problem if it is unresolved within the time-frame set by the regulating authority, and the advisor is registered with the FCA.

The Financial Ombudsman will look into the cause of the complaint and come to a decision. If it's established that the complaint is justifiable, a decision will be made on how the client can be financially compensated. On acceptance by the customer, the ruling will become legally binding, and the financial advisor and their firm must abide by it. The Financial Ombudsman will also consider any upset, inconvenience, hassle and distress caused to the customer during the process, and establish the level of compensation proportionately.

Book a Financial Advisor in Brierfield UK

Financial advice can be provided in Brierfield and also in nearby places like: Barrowford, Little Marsden, Roughlee, Reedley, Foulridge, Briercliffe, Burnley Lane, Barley, Wood End, Newchurch-in-Pendle, Burnley, Fence, Nelson, Rimington, Colne, Blacko, as well as in these postcodes BB9 5BT, BB9 5HT, BB9 0YH, BB9 0FA, BB9 5HN, BB9 5JX, BB9 5DH, BB9 5HQ, BB9 0PH, BB9 5GB. Local Brierfield financial advisers will likely have the postcode BB9 and the telephone dialling code 01282. Checking this out should confirm you are accessing local financial advisers. Brierfield home and business owners can benefit from these and many other finance related services. Click the "enquiry" form or banner to get information on financial advisors in your area.

Lancashire Financial Advisors

Advisor Financial Advisor Brierfield Advisers Advisors Lancashire 01282 Advice Investment Financial Advice Services BB9 Financial

Around Lancashire you'll also discover: Bickerstaffe investment advice, Ellel investment advisors, Bamber Bridge investment advice, Wrightington investment advice, Mawdesley investment advice, Little Hoole investment advisors, Catterall investment advice, Whalley investment advisors, Newton with Scales financial advisors, Euxton investment advice, Walton le Dale investment advisors, Thornton Cleveleys investment advice, Poulton le Fylde investment advisors, Staining investment advice, Clayton le Woods financial advice, Hoghton financial advice, Edgworth financial advisors, Caton financial advice, Edenfield financial advisors, Helmshore investment advice, Wesham investment advisors, Broughton financial advice, Haslingden investment advisors, Bolton le Sands investment advice, Mellor Brook financial advisors, Hutton financial advice, Galgate investment advisors.

Skills Necessary for a Financial Advisor

  • An outstanding understanding and knowledge of accounting and economics with regard to financial products and markets.
  • To be target driven.
  • Good skills in customer service for establishing client needs.
  • Good skills in verbal communication.
  • To pay attention to detail and be thorough.
  • An excellent level of math knowledge for building financial packages.
  • To have active interpersonal and listening skills.
  • To be good at selling products and services.
  • Effective business management skills for negotiating product fees.
  • To have good IT skills.
  • To be able to network and establish solid relationships with clients.

Brierfield Financial Advice Services

Financial Advice Tasks Brierfield

There are a whole host of services that are provided by your local Brierfield financial advisor including will writing services Brierfield, personal protection, pension planning in Brierfield, pensions in divorce, multi-asset portfolios, pension transfer advice Brierfield, offshore investment advice, pension advice, cashflow analysis in Brierfield, retirement advice, divorce planning, critical illness cover, business protection Brierfield, mortgage financial planning, investment consolidation advice, investing an inheritance, ethical investment advice in Brierfield, personal financial planning, income protection advice, personal pensions in Brierfield, savings advice, pension drawdowns Brierfield, corporate financial planning, financial planning Brierfield, annuities Brierfield, bridging finance, investment reviews, familt controlled trusts, saving for children in Brierfield, ISA's, and more. Listed are just a handful of the activities that can be conducted by a financial advisor. Brierfield professionals will keep you informed about their full range of financial services.


Financial Advisors Near Brierfield

Also find: Foulridge financial advisers, Briercliffe financial advisers, Colne financial advisers, Wood End financial advisers, Burnley financial advisers, Little Marsden financial advisers, Barley financial advisers, Barrowford financial advisers, Rimington financial advisers, Fence financial advisers, Burnley Lane financial advisers, Blacko financial advisers, Reedley financial advisers, Roughlee financial advisers, Nelson financial advisers, Newchurch-in-Pendle financial advisors and more. All of these villages and towns are catered for by local financial advisers. Brierfield residents can get financial advice estimates by clicking here.

Brierfield Financial Advice Services

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Financial Advisors Around Brierfield: Folks living in the following roads have just recently requested financial advice - Ann Street, Hurstwood Gardens, Hudson Street, Hardy Avenue, Berry Street, Taylor Street, Mount Street, Mansfield Crescent, Height Croft, Edge End Lane, Hill Place, King's Causeway, Hawkswood Gardens, Holden Road, Belgrave Street, Bowland View, Sykefield, Little Toms Lane, Hartington Street, Hillside View, Pickering Street, Hardy Street, Every Street, Sackville Gardens, Hope Street, Massey Street, as well as the following local Brierfield postcodes: BB9 5BT, BB9 5HT, BB9 0YH, BB9 0FA, BB9 5HN, BB9 5JX, BB9 5DH, BB9 5HQ, BB9 0PH, BB9 5GB. Folks in these local areas recently required the help of a financial advisor. Brierfield residents were given dependable and top notch financial services in all cases.

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Brierfield Financial Advisor Jobs: Browse financial adviser jobs in Brierfield here: Financial Advisor Jobs Brierfield

Independent financial advisor in BB9 area, phone code 01282.

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(This financial advisor Brierfield content was successfully updated on 28-06-2022)