Financial Advisor Burgess Hill

Burgess Hill Independent Financial Advice & Investment

Financial Advisor Burgess Hill West Sussex (RH15): If you're in search of financial advice for the first time, trying to locate a first-rate independent financial advisor in the Burgess Hill area can be a challenging experience. Whether you're searching for investment, mortgage, pensions or even insurance advice, all professional financial advisors have one thing in common; they all have to stick to the regulations laid down by the FCA (Financial Conduct Authority). The good thing about this is that if a financial advisor who is FCA registered gives you bad advice, and anything goes awry, you have guarantees, and are able to contact the Financial Services Compensation Scheme or the Financial Ombudsman to have it put right.

Free Burgess Hill Financial Advisor Quotes

When picking a financial advisor in Burgess Hill, a good place to begin could be friends and neighbours, but you must bear in mind that your circumstances might not be in line with theirs, and you might be in need of a different type of advice. Their advice needs to be adapted to your unique situation, and not every financial advisor is suitable for everyone. It pays to speak with at least 3 different firms when you're 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 also explore the various options they can provide.

Financial Advisor Burgess Hill West Sussex (RH15)

There are 2 principal kinds of financial advisor in Burgess Hill; restricted advisors and independent financial advisors. Offering a wider range of options, an IFA should not be restricted to a single company's services or products. Independent financial advice should be provided in an unbiased way and should cover the full gamut of financial companies and products. This will permit you to pick from the widest possible range of services to match your needs. A restricted advisor might be tied to services and products from a single provider, or may even concentrate on just one product, as you might find with a mortgage advisor.

The Financial Conduct Authority demands that any financial advisor must fully discuss their charges with you, before taking you on as a client. Although it can vary according to the type of product you are looking for, there could be an hourly rate, a set fee, or you could even be charged a specific percentage of what you are investing. To discuss your aims and determine whether the advisor is the correct fit for you and your circumstances, you might be offered the chance of a free preliminary consultation. If you use one of the bigger Burgess Hill companies, your account may be looked after by a team of advisors rather than one person.

Financial Advisors Burgess Hill UK (01444)

To summarise your objectives and financial situation to the advising firm, you'll be asked to fill in a "Fact Find" form, which is a confidential disclosure document. To provide information about the financial advisor, their situation for offering independent or restricted advice and their range of permissions in the financial sector, you will also be given a Key Facts or Initial Disclosure Document. This document will also lay out your own rights and the options you can take if you're not satisfied with the service, and would like to complain. It must be typed out in plain language and describe what you're signing up for, and any potential risks and benefits if you decide to take the offered advice. The allowed cooling-off period should also be spelled out in this document. This permits you to change your mind within a certain number of days, and cancel the contract with your financial advisor.

Make sure you check the qualifications and experience of the financial advisor the first time you speak to them. Asking such questions shouldn't cause you any embarrassment, because after all you're about to entrust them with your financial future. A Level 4 qualification is the minimum required qualification for any financial advisor in Burgess Hill, and they must also be in a position to provide you with an annual Statement of Professional Standing. If your advisor's name does not appear on the Financial Services Register, you shouldn't panic, the company the advisor works for will almost certainly be on the register and their advisors will be covered by the regulations. The person may still offer financial guidance rather than advice, if these cannot be presented. Guidance is not regulated in the way that financial advice is, meaning that if mistakes arise the client won't have any recourse.

Financial Advisor Quotes in Burgess Hill West Sussex

If it's investing money that you're interested in, the advisor will enquire about the amount of risk you might be willing to take with your hard-earned money. Higher risk investments may offer bigger rewards, but some or all of your funds could be lost. Decent investment and financial advice should take into account your savings aims, i.e. long or short term investments, how much you wish to invest and how rapidly you need to access your money. You must always ask yourself the one crucial question, how much can you truly afford to lose. This is referred to as your capacity for loss and might affect the products and services that could be offered for your consideration.

Financial Advice Near Burgess Hill West Sussex

From the outset, it is important to let your financial advisor know about any mortgages, regular outgoing payments, savings or investments that you currently have. This should give a clear picture of your financial situation, and without this the advice you get may not be the most appropriate for you. Sound financial advice should allow for diversifying your investments and savings by spreading the risk load across different products. With an understanding of the best areas to consider, an experienced financial advisor will favour products that match your financial situation and goals.

A financial advisor will open up the multifaceted world of finance, and speak in as plain a speech as possible. You should be able to make an informed decision after you have learned about the various services and products which meet your needs. You can maybe ask your financial advisor to only choose ethical investment and savings schemes. This not only gives you investment opportunities, but also allows you to lend your support to zero carbon or green energy projects, and steer clear of businesses and companies that do not share the same values as you do.

It is not that easy to have a close working relationship with a financial advisor in Burgess Hill without this impacting on your work day and other obligations. To enable you to seek advice at times that suit you, face-to-face appointments can be complemented with video conferencing and telephone calls. Even if you hardly ever have a one-to-one meeting with your personal advisor, a professional financial advice company in Burgess Hill will have rigorous measures in place to keep your details confidential and secure, because remote and home working is now commonplace.


You must keep in mind that the financial world is an unpredictable sector, and investment values can just as easily go down as well as up. It can be extremely demoralising and stressful if your investment isn't making as much money as you hoped for. However, except if it's down to misleading or wrong information from your advisor a downward trend in your investment isn't a recognised cause for complaint.

Independent Financial Advisor Near Burgess Hill (RH15)

As detailed in the Key Facts Document, any disputes should begin with the firm's official complaints procedure. You can let the Financial Ombudsman know about the issue if it remains unresolved within the time schedule set by the regulating body, and the financial advisor is registered with the Financial Conduct Authority.

After independently reviewing the cause for complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is justified, a decision is made on how to financially compensate the customer. Once the decision has been accepted by the customer it becomes a legally binding decision that the advisor and their company, must abide by. The Ombudsman will also consider any annoyance, inconvenience, trouble and distress caused to the customer during the process, and establish the level of compensation accordingly.

Book a Financial Advisor in Burgess Hill UK

Financial advice can be provided in Burgess Hill and also in: Wivelsfield, Wivelsfield Green, Chailey, Hurstpierpoint, Hurst Wickham, Goddards Green, Albourne, Plumpton Green, Scaynes Hill, Ditchling Common, Hassocks, Sayers Common, Haywards Heath, together with these postcodes RH15 0BY, RH15 0NJ, RH15 0LD, RH15 0LP, RH15 0NF, RH15 0FF, RH15 0LX, RH15 0AR, BN6 9ND, RH15 0GW. Local Burgess Hill financial advisers will most likely have the telephone dialling code 01444 and the postcode RH15. Verifying this will confirm you access local financial advisers. Burgess Hill property owners will be able to utilise these and countless other comparable services.

Financial Advice Enquiries West Sussex

Financial Advice Enquiries West Sussex

The latest West Sussex financial advice enquiries: Hudson Andrews from Rogate, West Sussex recently enquired about mortgage advice. Iman Lang and Alby Lang from East Wittering recently asked for information on life assurance. Christopher Marsh from Westbourne recently asked for information on offshore investments. Skyla Holt from Turners Hill, West Sussex recently enquired about getting financial advice. Aoife Copley from Ashurst Wood recently asked for information on family income benefit. Dorothy Mansell and Odin Mansell from Coldwaltham, West Sussex recently enquired about offshore investments. River and Noel Caddy from Billingshurst recently asked for information on investment bonds. Callum and Audrey Collard from Donnington, West Sussex recently asked for information on life assurance. These local people searched for "financial advisor West Sussex" and located this webpage on either Google, Yahoo or Bing.

Skills and Knowledge Needed to be a Financial Advisor

  • To have the ability to listen attentively
  • Excellent business management skills for the negotiation of product prices.
  • A good level of math knowledge for creating financial packages.
  • To be able to competently use a computer and the appropriate software programs.
  • The ability to promote products and services.
  • To be able to network and establish relationships with clients.
  • To be thorough and pay attention to detail.
  • Excellent skills in verbal communication.
  • Good customer service skills for establishing client needs.
  • An outstanding knowledge of accounting and economics with regard to financial products and markets.
  • To have excellent time management skills.

Burgess Hill Financial Advice Services

Financial Advice Tasks Burgess Hill

There are a wide range of services that can be provided by your local Burgess Hill financial advisor including pension advice, cheap financial advice in Burgess Hill, pensions in divorce, general financial planning, divorce planning, financial analyst services in Burgess Hill, personal financial planning, financial advice services, mortgage advice, portfolio management in Burgess Hill, personal pensions Burgess Hill, pension drawdowns, savings advice, money planning Burgess Hill, investment reviews, cash flow modelling, pension consolidation, ISA's, investment consolidation advice, mutual funds, unit trusts, offshore investments, bridging finance, pension planning, independent financial advice in Burgess Hill, business planning, multi-asset portfolios in Burgess Hill, retirement plans, annuities in Burgess Hill, life assurance in Burgess Hill, and lots more. Listed are just a few of the activities that can be performed by a financial advisor. Burgess Hill professionals will inform you of their entire range of services.


Financial Advisors Near Burgess Hill

Also find: Hurstpierpoint financial advisers, Wivelsfield Green financial advisers, Plumpton Green financial advisers, Sayers Common financial advisers, Wivelsfield financial advisers, Ditchling Common financial advisers, Scaynes Hill financial advisers, Hurst Wickham financial advisers, Goddards Green financial advisers, Albourne financial advisers, Chailey financial advisers, Haywards Heath financial advisers, Hassocks financial advisors and more. All these towns and villages are serviced by local financial advisers. Burgess Hill residents can get price quotes by clicking here.

Burgess Hill Financial Advice Services

Find a Financial Advisor in Burgess Hill Here
Financial Advice Enquiries in Burgess Hill West Sussex (01444)
  • Burgess Hill Independent Financial Advice
  • Burgess Hill Pension Advice
  • Burgess Hill Inheritance Advice
  • Burgess Hill Investment Advice
  • Burgess Hill Cheap Financial Advice
  • Burgess Hill Cashflow Analysis
  • Burgess Hill Trustee Investments
  • Burgess Hill Financial Services
  • Burgess Hill Mortgage Advice
  • Burgess Hill Corporate Financial Advice
  • Burgess Hill Financial Advice Quotations
  • Burgess Hill Wealth Management
  • Burgess Hill Retirement Advice
  • Burgess Hill Life Insurance Advice

Financial Advisors Around Burgess Hill: Financial advice has recently been provided in the following Burgess Hill roads and areas - Valebridge Drive, Oak Hall Park, Owen Close, Orchard Way, The Nursery, Burdocks Drive, Munns Drive, Ericsson Way, Poveys Close, Church Road, Upper St Johns Road, Weald Road, Saxby Road, Bulbeck Close, Manor Road, Woodcroft, Victoria Avenue, Ruspers, Norman Road, Grovelands Close, Berry Close, Sawyers Close, The Wickets, Rolfe Drive, Millers Way, Bramble Gardens, Hambrook, The Gattons, Poplars Close, as well as these local Burgess Hill postcodes: RH15 0BY, RH15 0NJ, RH15 0LD, RH15 0LP, RH15 0NF, RH15 0FF, RH15 0LX, RH15 0AR, BN6 9ND, RH15 0GW. People living in these local areas recently required the help of a financial advisor. Burgess Hill residents received competent and high quality financial services on each occasion.

For the latest local information about Burgess Hill, West Sussex take a look here

Independent financial advisor in RH15 area, (dialling code 01444).

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(This financial advisor Burgess Hill information was checked and updated on 06-05-2022)