Financial Advisor Burgess Hill

Burgess Hill Independent Financial Advice & Investment

Financial Advisor Burgess Hill West Sussex (RH15): It can be a challenging experience trying to find a reliable independent financial advisor in Burgess Hill, especially if it's the first time that you're seeking financial advice. However, all financial advisors have one thing in common; they must all conform to the regulations of the Financial Conduct Authority (FCA), regardless of whether you are looking for mortgage, pension, investments or even insurance advice. Any advice given by a FCA authorised financial advisor in Burgess Hill comes with certain guarantees that if anything should go awry, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman.

Free Burgess Hill Financial Advisor Quotes

When picking a financial advisor in Burgess Hill, a good place to start could be neighbours and friends, however you must keep in mind that your situation might not be in line with theirs, and you may need a different sort of advice. Financial advice must be specifically tailored to your particular circumstances, and you'll discover that some financial advisors might not be appropriate for you. To check out the various options they're offering and find a financial advisor you feel comfortable with and can trust, it is wise to chat to at least 3 different firms, because selecting a financial advisor is an important decision.

Financial Advisor Burgess Hill West Sussex (RH15)

There are two principal kinds of financial advisor in Burgess Hill; independent financial advisors (IFA) and restricted advisors. An independent financial advisor will not be confined to a single provider's products and services. Covering the whole gamut of financial companies and products, independent financial advice must be offered in an unbiased and impartial way to customers. Using an independent financial advisor should allow you to select from the widest possible array of services. A restricted financial advisor might be tied to services and products from a specific provider, or may even concentrate on just one product, as can happen with a mortgage advisor.

The FCA requires that any Burgess Hill financial advisor must be fully transparent with you about their charges, before accepting you as a client. Based upon the type of product you're looking for, you could be charged a set fee, by the hour or possibly even a proportion of your investment value. A free preliminary consultation will sometimes be offered, so you can discuss your aims and situation to find out if the advisor is a good fit. Your account could be looked after by a team rather than a single advisor, if you choose to go with one of the larger firms in Burgess Hill.

Financial Advisors Burgess Hill UK (01444)

To describe your ambitions and financial situation to the advising firm, you'll be asked to fill in a "Fact Find" form, which is a confidential disclosure document. An Initial Disclosure, or Key Facts Document will also be given to you, to provide details of the financial advisors themselves, detailing the extent of their permissions in the financial market and their status to offer restricted or independent advice. This document should also set down your rights and your options if you aren't happy with the service, and need to complain. It must be typed out in plain language and detail what you are signing up for, and any potential benefits and risks if you choose to go along with the advice offered. This document should also inform you about the level of cooling-off period. This allows you to change your mind within a certain period of time, and cancel the agreement with your financial advisor.

You need to check the experience and qualifications of the financial advisor when you first talk to them. After all you're about to entrust your financial wellbeing to their skill, so you should never be self-conscious about asking such questions. Every Burgess Hill financial advisor must present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. If your advisor's name doesn't show up on the Financial Services Register, don't freak out, the company the person works for will almost certainly be on the register and their advisors are all covered by the regulations. The individual may still offer financial guidance as opposed to advice, if these can't be provided. Guidance is different to advice as it's not regulated, and if mistakes occur there will likely be no recourse to either party.

Financial Advisor Quotes in Burgess Hill West Sussex

If it's investing money that you are interested in, the advisor will want to know the amount of risk you are willing to take with your hard-earned cash. Higher risk investments could potentially offer higher rewards, but some or all of your funds could be lost. Good quality investment and financial advice should take into account your savings aims, i.e. long or short term investments, how quickly you need access to your funds and how much you have to invest. "How much money can you truly afford to lose?" Is the one important question that you should really be asking yourself. This is called your 'capacity for loss' and may influence the services and products that could be offered to you.

Financial Advice Near Burgess Hill West Sussex

From the outset, it's imperative that you tell your financial advisor about any existing personal savings, regular outgoing payments, investments or mortgage loans that you currently have. To ensure that you get the most suitable advice for you, they need to have a clear and full picture of your financial situation. Diversifying your investments and savings by spreading the risk across a number of different products, is a crucial part of reliable financial advice. So as to reflect your financial situation and goals, a seasoned financial advisor in Burgess Hill will have the knowledge of the best products to consider.

Communicating in in the simplest terms possible, your financial advisor will unveil the multifaceted world of investment and finance. You should be in a position to make an informed and considered decision once you have compared the various services and products that match your needs. You could maybe ask your advisor to only choose ethical savings and investment schemes. This will allow you to lend support to firms and enterprises which address your concerns, e.g. zero carbon or renewable energy, or perhaps staying away from firms that don't meet your standards.

Having constant interactions with a financial advisor in Burgess Hill could create issues with your work life and other responsibilities. This can be alleviated by augmenting face-to-face appointments with video conferencing and telephone, hence enabling you to seek the guidance you need at times that are convenient. Even if you never have a face-to-face meeting with your personal advisor, an experienced financial advice firm in Burgess Hill will have rigorous measures in place to keep your details confidential and secure, because home and remote working is now a large part of our society.


Investments can go down as easily as they can go up, as the financial sector can be a volatile one. If your investment fails to make the amount of money you hoped for, it can be very worrying and demoralising. Sadly, a downward spiral in your investment is not a recognised grounds for complaint, except if it is down to misleading or incorrect information from your financial advisor.

Independent Financial Advisor Near Burgess Hill (RH15)

The company's complaints procedure should be the place to start with any grievances, and the Key Facts Document will clarify this. You can let the Financial Ombudsman know about the issue if it remains unsolved within the time stipulated by the regulating body, and the financial advisor is a member of the Financial Conduct Authority.

After looking into the cause for complaint, the Financial Ombudsman will come to a decision on the issue. A decision is made on how to rectify the situation or financially compensate the client, if the complaint is upheld. On acceptance by the customer, the ruling becomes legally binding, and the financial advisor and their company must comply with it. Any compensation fixed by the Financial Ombudsman will also take into account any inconvenience, trouble, upset and distress caused to the customer during the process.

Book a Financial Advisor in Burgess Hill UK

Financial advice can be provided in Burgess Hill and also in: Plumpton Green, Albourne, Goddards Green, Scaynes Hill, Haywards Heath, Sayers Common, Chailey, Wivelsfield, Ditchling Common, Hurst Wickham, Hassocks, Hurstpierpoint, Wivelsfield Green, as well as in these postcodes RH15 0BW, RH15 0NH, RH15 0BU, RH15 0NG, RH15 0FF, RH15 0HS, RH15 0PA, RH15 0AU, RH15 0NS, RH15 0LP. Locally based Burgess Hill financial advisors will likely have the dialling code 01444 and the postcode RH15. Checking this out will make certain that you access locally based financial advisers. Burgess Hill homeowners can benefit from these and numerous other similar services. Simply click the "enquiry" banner or form to get details about financial advisors in your location.

Financial Advisors West Sussex

West Sussex Advisor Burgess Hill Investment RH15 Financial 01444 Services Advisors Advisers Financial Advice Advice Financial Advisor

In the West Sussex area you'll likewise find: Nuthurst financial advice, Storrington financial advice, Barns Green pension advice, Ashington investment advisors, Hurstpierpoint financial advisors, Selsey pension advice, Itchingfield financial advisors, Ashurst Wood financial advice, Midhurst financial advice, West Chiltington financial advisers, Itchingfield investment advisors, Wisborough Green pension advice, Ifold pension advice, Middleton on Sea investment advisors, East Wittering pension advice, Pagham financial advisors, Broadbridge Heath pension advice, Washington investment advisors, Thakeham pension advice, Wisborough Green independent financial advisors, Harting investment advice, Linchmere financial advice, Durrington financial advisors, Billingshurst investment advice, Milland financial advisor, Mannings Heath financial advice, West Grinstead independent financial advisors, Cowfold pension advice, Ifold independent financial advisors, Hurstpierpoint investment advisors.

Financial Advice Enquiries West Sussex

Financial Advice Enquiries West Sussex

Recently posted West Sussex financial advice enquiries: Macy Chisholm from Billingshurst, West Sussex recently asked for information on investment bonds. Hafsah Smyth in Steyning recently enquired about family income benefit. Zoe Hope from Iping, West Sussex asked "are there any decent financial advisors near me?". Loki Harden from Washington recently asked about getting financial advice. Lyra Shah was looking for a financial advisor near Balcombe. Lucca and Miah Waterson from Westbourne recently asked for information on life assurance. Zander Fountain from East Grinstead, West Sussex recently asked for information on mortgages. Liana and Solomon Ballard from West Chiltington recently enquired about financial planning. Most of these local residents conducted a search for "financial advisor West Sussex" and located this webpage on either Google, Bing or Yahoo.

Essential Skills for Financial Advisors

  • Good customer service skills for identifying customer needs and requirements.
  • Excellent skills in verbal communication.
  • To have the ability to listen attentively
  • To have the ability to network and build relationships with clients.
  • The ability to promote services and products.
  • To have excellent time management skills.
  • To have the ability to use a computer and the appropriate software packages.
  • To pay attention to detail and be thorough.
  • An outstanding understanding and knowledge of accounting and economics with regard to financial products and markets.
  • An excellent level of maths knowledge for building financial strategies.
  • Excellent management skills for the negotiation of product fees.

Burgess Hill Financial Advice Services

Financial Advice Tasks Burgess Hill

There are a wide range of services that are provided by your local Burgess Hill financial advisor including financial advice services, retirement plans, pension reviews, unit trusts, independent financial advice, life insurances in Burgess Hill, personal protection, ISA's, divorce financial planning, long term care fee planning, wealth management, trustee investment services, investment consolidation advice, corporate bonds, life assurance Burgess Hill, stakeholder pension advice, ethical investments Burgess Hill, personal pensions Burgess Hill, mortgage financial planning, pension consolidation advice, pension transfers, tax financial planning in Burgess Hill, personal financial planning in Burgess Hill, mutual funds, bridging finance, inheritance tax planning Burgess Hill, investment reviews in Burgess Hill, corporate financial planning, investment bonds Burgess Hill, familt controlled trusts, and lots more. Listed are just an example of the duties that can be accomplished by a financial advisor. Burgess Hill professionals will be delighted to keep you abreast of their entire range of services.


Financial Advisors Near Burgess Hill

Also find: Goddards Green financial advisors, Ditchling Common financial advisors, Plumpton Green financial advisors, Scaynes Hill financial advisors, Albourne financial advisors, Hassocks financial advisors, Wivelsfield Green financial advisors, Chailey financial advisors, Sayers Common financial advisors, Wivelsfield financial advisors, Haywards Heath financial advisors, Hurstpierpoint financial advisors, Hurst Wickham financial advisors and more. All these towns and villages are served by local financial advisers. Burgess Hill residents can get price quotes by going 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 Cashflow Analysis
  • Burgess Hill Independent Financial Advice
  • Burgess Hill Mortgage Advice
  • Burgess Hill Life Insurance Advice
  • Burgess Hill Wealth Management
  • Burgess Hill Inheritance Advice
  • Burgess Hill Retirement Planning
  • Burgess Hill Estate Planning
  • Burgess Hill Cheap Financial Advice
  • Burgess Hill Investment Advice
  • Burgess Hill Tax Advice
  • Burgess Hill Financial Advice Quotations
  • Burgess Hill Financial Services
  • Burgess Hill Trustee Investments

Financial Advisors Around Burgess Hill: Over the past year financial advice was provided in the following Burgess Hill streets: Wyvern Way, The Vineries, The Drive, Faulkners Way, Warelands, Mill Road, Romaine Close, Valebridge Drive, St Johns Road, Bedelands Close, Midfields Close, Ericsson Way, Bridge Close, Pendean, Crescent Close, Meadow Lane, Slimbridge Road, Langridge Way, Wheatsheaf Close, Clifton Road, Oak Hall Park, Woodleigh Road, Franklands Gardens, Grove Road, Park Close, Royal George Road, St Wilfreds Close, Portland Road, Thornhurst, and in these West Sussex postcodes: RH15 0BW, RH15 0NH, RH15 0BU, RH15 0NG, RH15 0FF, RH15 0HS, RH15 0PA, RH15 0AU, RH15 0NS, RH15 0LP. Folks in these local areas recently required the help of a financial advisor. Burgess Hill residents received reliable and high quality financial services on every occasion.

More Burgess Hill Services: Naturally, whenever you are looking at your finances in Burgess Hill, West Sussex, you'll likely need all kinds of different services and apart from a financial advisor in Burgess Hill, West Sussex, you may additionally need estate planning in Burgess Hill, debt recovery & collection in Burgess Hill, property law & conveyancing in Burgess Hill, contracts lawyers in Burgess Hill, payroll services in Burgess Hill, tax preparation in Burgess Hill, investment advisors in Burgess Hill, solicitors in Burgess Hill, mortgage brokers in Burgess Hill, accounting in Burgess Hill, bookkeeping in Burgess Hill, family lawyers in Burgess Hill, wills & probate in Burgess Hill, mortgage advice in Burgess Hill, banruptcy lawyers in Burgess Hill, business financial planning in Burgess Hill, business consulting in Burgess Hill, and other different Burgess Hill experts.

If you would like to get local information regarding Burgess Hill, West Sussex check here

Independent financial advisor in RH15 area, phone code 01444.

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(This financial advisor Burgess Hill content was edited and updated on 01-09-2022)