Financial Advisor Burnley

Burnley Independent Financial Advice & Investment

Financial Advisor Burnley Lancashire (BB11): If you're seeking financial advice for the very first time, trying to find a good independent financial advisor in the Burnley area can be an intimidating experience. Whether you are looking for pension, mortgage, investment or even insurance guidance, all financial advisors have one thing in common; they must all observe the regulations laid down by the FCA (Financial Conduct Authority). Any advice given through a FCA registered financial advisor in Burnley comes with the guarantee that if anything should go awry, you can get in touch with the Financial Ombudsman or the Financial Services Compensation Scheme.

Free Burnley Financial Advisor Quotes

When picking a financial advisor in Burnley, a decent starting point could be family and friends, but you must bear in mind that your situation may not be in line with theirs, and you may need a different sort of advice. Not every financial advisor is suitable for everybody, and their advice needs to be adapted to your particular circumstances. It is a good idea to chat to at least three different firms when you're picking a financial advisor, because this is a major decision, and you will be looking to find one that you feel comfortable with and can trust, and at the same time investigate the options they can provide.

Financial Advisor Burnley Lancashire (BB11)

There are 2 principal kinds of financial advisor in Burnley; restricted advisors and independent financial advisors (IFA). The advantage of seeing an independent financial advisor is that they will not be confined to the services and products of a single provider, and can offer a more extensive range of options. Encompassing the entire spectrum of financial products and companies, independent financial advice should be given in an unbiased and impartial way to clientele. This will permit you to select from the broadest range of services to suit your needs. A restricted financial advisor could be tied to services and products from a specific company, or may even focus on a single product, as in the case of a mortgage advisor.

Before any Burnley financial advisor accepts you as a client, they're required by the FCA to discuss their charges with you. Based upon the type of product you're interested in, you could be charged by the hour, a set fee or possibly even a percentage of your investment. To enable you to discuss your objectives and determine whether the advisor is suitable for your circumstances, a free preliminary consultation may be offered. If you go to one of the bigger Burnley companies, your account could be looked after by a team of advisors rather than one individual.

Financial Advisors Burnley UK (01282)

Before any financial advice is handed out you'll be asked to fill out a confidential disclosure document, known as a "Fact Find" form, which tells the advising company about your financial situation and aims. To provide information about the financial advisor, their situation for offering independent or restricted advice and their scope of permissions in the financial sector, you will also be given an Initial Disclosure, or Key Facts Document. This document should also set down your own rights and your options if you are not happy with the service, and wish to complain. It must be simple to understand, written in plain language, and outline exactly what you're signing up for, together with the benefits and risks of taking the proffered advice. You will find the amount of cooling-off period in this document. This allows you to cancel the contract within a specific time period, and if any penalty charges have to be paid.

You'll want to check the experience and qualifications of the financial advisor when you first speak with them. After all you are on the verge of entrusting your financial future to their skill, so you shouldn't be embarrassed about asking these questions. Every financial advisor in Burnley must be in a position to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. You should not worry if your particular financial advisor's name does not show up on the Financial Services Register, so long as the firm is on the register, their staff are covered by the legislation. The individual may still offer financial guidance instead of advice, if these can't be provided. Guidance is somewhat different to advice as it's not regulated, and if mistakes occur there will probably be no recourse to either party.

Financial Advisor Quotes in Burnley Lancashire

You'll be asked about the amount of risk you are prepared to take on, if you are seeking advice on investments. Larger rewards could be possible with higher risk investments, however you could also lose some or all of your cash. In order to get the best financial and investment advice, your savings aims will have to be considered, i.e. how much you wish to invest, long or short term investments and how rapidly you need access to your funds. You must always ask yourself the one vital question, how much money can you truly afford to lose. This is called your capacity for loss and could influence the products and services that are offered to you.

Financial Advice Near Burnley Lancashire

Right from the start, it is important to let your financial advisor know about any existing mortgage loans, investments, savings accounts or regular payments that you have. This should give a clear and full picture of your current financial circumstances, without which the advice you get may not be the best for you. Good quality financial advice should include diversifying your savings and investments by spreading the risk across a number of different products. Having an understanding of the best areas to consider, an experienced financial advisor will favour products that most closely match your goals and financial situation.

Communicating in the clearest possible way, your financial advisor will lay bare the complex world of finance and investment. You should be in a position to come to an informed decision after you have compared the various products and services that meet your needs. If environmental issues are at the forefront of your mind, you could even ask that ethical savings and investments take precedence. This will allow you to support organisations and firms which address your concerns, i.e. renewable energy or zero carbon, or perhaps staying away from corporations that don't meet your requirements.

It's not that easy to work closely with a financial advisor in Burnley without this impacting work and other responsibilities. One-on-one meetings can be complemented with video conferencing and telephone calls to allow you to get advice at times that suit you. A professional financial advice provider in Burnley will have rigorous measures in place to ensure your details are kept secure and confidential, even if you hardly ever have a one-to-one meeting with your advisor, because home and remote working is no longer unusual.


Investments can go down as easily as they can go up, as the financial sector can be unpredictable. If your investment isn't making as much money as you hoped for, it can be incredibly disheartening and stressful. A downward spiral in your investment isn't seen as a cause for complaint, unless your advisor has given you misleading or wrong information.

Independent Financial Advisor Near Burnley (BB11)

The company's official complaints procedure should be the starting point for any disputes, and the Key Facts Document will clarify this. If the matter remains unresolved within the time schedule stipulated by the regulating authority, and the advisor is a member of the Financial Conduct Authority, you can notify the Financial Ombudsman.

After reviewing the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is upheld, a decision will be made on how to financially compensate the client. On acceptance by the customer, the decision becomes a legally binding one, and the advisor and their company must comply with it. Any compensation set by the Ombudsman will also take into account any distress, hassle, inconvenience and annoyance caused to the client during the dispute.

Book a Financial Advisor in Burnley UK

Financial advice can be provided in Burnley and also in nearby places like: Cornholme, Fence, Briercliffe, Higham, Crawshawbooth, Huncoat, Hapton, Nelson, Worsthorne, Brierfield, Lowerhouse, Rose Hill, Padiham, Pike Hill, Reedley, and in these postcodes BB10 1DR, BB10 1AL, BB10 1EF, BB10 1JL, BB10 1BA, BB10 1NS, BB10 1SY, BB10 1BN, BB10 1SR, BB10 1ET. Local Burnley financial advisers will most likely have the postcode BB11 and the dialling code 01282. Verifying this will confirm you're accessing locally based financial advisers. Burnley property owners will be able to utilise these and various other related services.

Lancashire Financial Advisors

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In the Lancashire area you'll likewise find: Preesall independent financial advisors, Myerscough financial advice, Rufford independent financial advisors, Banks independent financial advisors, Bamber Bridge financial advisors, Appley Bridge investment advice, Euxton independent financial advisors, Whittingham investment advisors, Longton financial advisors, Brinscall financial advisers, Brinscall financial advisors, Worsthorne independent financial advisors, Banks pension advice, Worsthorne financial advisors, Newton with Scales pension advice, Appley Bridge financial advice, Longridge independent financial advisors, Heath Charnock investment advisors, Parbold independent financial advisors, Samlesbury investment advisors, Read investment advisors, Little Hoole financial advisors, Bispham pension advice, Parbold financial advisor, Appley Bridge investment advisors, Padiham independent financial advisors, Heapey financial advisors, Clayton le Woods investment advice, Ribbleton investment advisors.

Burnley Financial Advice Services

Financial Advice Tasks Burnley

There is a wide range of services which can be provided by your local Burnley financial advisor including trusts Burnley, personal financial planning in Burnley, annuity purchase, annuities, retirement advice Burnley, critical illness cover, business protection, wealth management & investments, business planning Burnley, pension consolidation advice, pension reviews Burnley, familt controlled trusts, pension drawdowns Burnley, ethical investment advice, mortgage services, income protection in Burnley, portfolio management in Burnley, long term care fee advice, independent financial advice Burnley, money planning, general financial planning in Burnley, financial advice services, cashflow analysis, pension advice, trustee investment services, tax financial planning Burnley, personal pensions, corporate financial planning, corporate bonds, ISA's, and more. These are just a small portion of the activities that can be conducted by a financial advisor. Burnley professionals will keep you informed about their full range of services.


Financial Advisors Near Burnley

Also find: Fence financial advisors, Brierfield financial advisors, Reedley financial advisors, Crawshawbooth financial advisors, Lowerhouse financial advisors, Hapton financial advisors, Briercliffe financial advisors, Nelson financial advisors, Huncoat financial advisors, Higham financial advisors, Worsthorne financial advisors, Rose Hill financial advisors, Pike Hill financial advisors, Padiham financial advisors, Cornholme financial advisors and more. All these areas are serviced by local financial advisers. Burnley residents can get financial advice price quotes by going here.

Burnley Financial Advice Services

Find a Financial Advisor in Burnley Here
Financial Advice Enquiries in Burnley Lancashire (01282)
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Financial Advisors Around Burnley: Over the last year financial advice was provided in the following Burnley streets: Devon Grove, Daneshouse Road, Barbon Street, Shakespeare Street, Stephenson Drive, Acrefield, Talbot Street, Chislehurst Grove, Calva Close, Torquay Avenue, Sherwood Court, Bedfordshire Avenue, Burnley Road, Brookford Close, Standen Hall Close, Thorneyholme Square, Ashley Street, Bush Street, Bradley Gardens, Brooklands Avenue, Stanthorpe Walk, Claremont Street, Athletic Street, Bankhall Terrace, Barclay Avenue, Clay Street, Cross Street, Ainslie Street, Ada Street, Belvedere Road, and in these Lancashire postcodes: BB10 1DR, BB10 1AL, BB10 1EF, BB10 1JL, BB10 1BA, BB10 1NS, BB10 1SY, BB10 1BN, BB10 1SR, BB10 1ET. People in these local areas recently requested help from a financial advisor. Burnley residents received high quality and dependable financial services on each occasion.

More Burnley Services: Obviously, whenever you are looking at your finances in Burnley, Lancashire, you are likely to be in need of all kinds of different services and aside from a financial advisor in Burnley, Lancashire, you may also need family lawyers in Burnley, wills in Burnley, banruptcy lawyers in Burnley, estate planning in Burnley, contracts lawyers in Burnley, bookkeeping in Burnley, business financial planning in Burnley, solicitors in Burnley, accounting in Burnley, payroll services in Burnley, mortgage brokers in Burnley, mortgage advice in Burnley, tax preparation in Burnley, debt recovery & collection in Burnley, property law & conveyancing in Burnley, investment advisors in Burnley, business consulting in Burnley, and other different Burnley experts.

For the latest local Burnley information look here

Independent financial advisor in BB11 area, telephone code 01282.

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(This financial advisor Burnley content was updated on 01-09-2022)