Financial Advisor Chichester

Chichester Independent Financial Advice & Investment

Financial Advisor Chichester West Sussex (PO19): If you're in search of financial advice for the first time, trying to locate a good financial advisor advisor in Chichester can be a challenging experience. Nevertheless, all professional financial advisors are bound by one simple rule; they all have to adhere to the regulations of the FCA (Financial Conduct Authority), whether you are searching for mortgage, investments, pension or even insurance advice. This comes with various guarantees, therefore after getting advice from a FCA registered financial advisor in Chichester, you can seek recompense from the Financial Services Compensation Scheme or the Financial Ombudsman, if something should go wrong.

Free Chichester Financial Advisor Quotes

A good starting point in choosing a financial advisor in Chichester could be family and friends, but bear in mind that the sort of advice you're searching for might be different to theirs. Every financial advisor is not suitable for everyone, and any advice they provide needs to be adapted to your specific circumstances. It is a good idea to speak to at least 3 different firms when you are selecting a financial advisor, as this is a major decision, and you'll be looking to find one that you feel comfortable with and can trust, and also investigate the various options they offer.

Financial Advisor Chichester West Sussex (PO19)

Independent financial advisors (IFA) and restricted advisors, are the 2 main kinds of financial advisor in Chichester. An independent financial advisor will not be limited to the services or products of a single provider. Independent financial advice should cover the entire gamut of financial companies and products, and should be offered in an impartial way. If you elect to use an independent financial advisor, you will be able to choose from the broadest possible array of products, so as to find the ideal solution for your needs. A restricted financial advisor might be involved with a single product, as with a mortgage advisor, or be restricted to services and products from a particular firm.

Before any financial advisor in Chichester accepts you as a client, they're required by the FCA to be fully transparent with you about their charges. You might be charged by the hour, a set fee or maybe even a percentage of your investment value, in accordance with services you're looking for. You could be offered the possibility of a free initial consultation to enable you to discuss your objectives and find out if the advisor is a good fit for your circumstances. If you go to one of the larger Chichester companies, your account could be handled by a team of advisors rather than a single person.

Financial Advisors Chichester UK (01243)

To outline your objectives and financial situation to the advising company, you'll need to fill in a "Fact Find" form, which is a confidential disclosure document. To provide information on the financial advisor, their situation for offering independent or restricted advice and their range of permissions in the financial market, you will also be given a Key Facts Document, or Initial Disclosure Document. If you are not happy with the service provided, and wish to make a complaint, this document will also set down your own legal rights and the possible options you can take. It should be typed out in plain English and outline what you're signing up for, and any possible risks and benefits should you elect to accept the advice offered. The Key Facts Document must also inform you about the allowed cooling-off period. Within a certain time period, this enables you to cancel the contract.

The very first time you're talking to your financial advisor ensure that you check what experience and qualifications they've got. You needn't be self-conscious about asking such questions, after all you are about to entrust your long-term financial wellbeing to their skill. Every Chichester financial advisor must be able to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. When checking the Financial Services Register, you should not stress if your specific advisor's name does not show up on there; you ought to be able to find the firm name, and this means that the regulations covers all of their personnel. If they are unable to supply these accreditations, the person cannot offer advice but is permitted to offer financial guidance. Guidance differs to advice as it is not regulated in the same way, and if financial blunders occur there may be no recourse to the client.

Financial Advisor Quotes in Chichester West Sussex

If you're needing advice on investing money you'll be asked about the amount of risk you are willing and able to take on. Many investments carry some element of risk, but higher risk investments could potentially offer bigger rewards, and also more likelihood of losing your cash. In order to get the most beneficial investment and financial advice, your savings aims will have to be carefully considered, i.e. how quickly you need access to your money, how much you wish to invest and long or short term investments. The one question that you should ask of yourself, which is frequently ignored, is how much money you can afford to lose. This may well influence the services and products that could be offered for your consideration, and is known as your capacity for loss.

Financial Advice Near Chichester West Sussex

If you already have any existing investments, mortgage loans, savings accounts or regular outgoing payments, you'll want to tell your financial advisor about these. To ensure that you get the most suitable advice for you, they need to gather a full and clear picture of your financial situation. Good quality financial advice should include diversifying your savings and investments by spreading the risk load across various products. A certified financial advisor in Chichester will have the knowledge of the best products to consider, which reflect your financial situation and your goals.

Your financial advisor will try to communicate in the clearest possible way, to unmask the multifaceted world of finance. This will help you to compare products and services that meet your needs, and come to an informed decision. If you're mind is firmly on the environment, you could ask your financial advisor to stick to ethical savings and investments. This will allow you to give your support to businesses and firms which address your concerns, i.e. renewable energy or zero carbon, or perhaps staying away from businesses that do not meet your standards.

Having a close working relationship with your financial advisor in Chichester could create problems with work and other commitments. To allow you to seek advice at times that suit you, one-on-one appointments can be supplemented with video conferencing and telephone. Home and remote working is now so common, and any competent financial advice company in Chichester will have rigorous measures in force to ensure your details are kept secure and confidential, even if you rarely have a face-to-face meeting with your advisor.


Investments can easily go down as well as up, since the financial sector can be a volatile one. If it just so happens that your investment isn't making the amount of money you were hoping for, it can be a disheartening and worrying time. However, unless it is down to wrong or misleading information from your advisor a downward spiraling of your investment is not seen as a grounds for complaint.

Independent Financial Advisor Near Chichester (PO19)

Any complaints should start out with the company's official complaints procedure as outlined in the Key Facts Document. If the financial advisor is registered with the Financial Conduct Authority, you can inform the Financial Ombudsman of the matter if it is unresolved within the time period set out by the regulating authority.

After looking into the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is upheld, a decision is made on how to rectify or financially compensate the client. This will become legally binding once it has been agreed on by the client, and the financial advisor and their company must abide by the ruling. Any annoyance, distress, trouble and inconvenience caused to the customer during the situation, will be accounted for when the Ombudsman fixes the level of compensation.

Book a Financial Advisor in Chichester UK

Financial advice can be provided in Chichester and also in nearby places like: West Broyle, Fontwell, Stockbridge, Whyke, Birdham, Tangmere, Oving, Donnington, Drayton, Runcton, Goodwood, Bognor Regis, Portfield, North Mundham, Bosham, Fishbourne, West Stoke, together with these postcodes PO19 1PT, PO18 0YL, PO19 1BY, PO18 8BU, PO19 1NS, PO19 1PR, PO18 8BL, PO18 8EG, PO19 1AY, PO18 9ZQ. Local Chichester financial advisers will most likely have the telephone dialling code 01243 and the postcode PO19. Checking this will confirm that you access locally based financial advisers. Chichester homeowners are able to benefit from these and many other similar services. Simply click the "enquiry" banner to get info on financial advisors in your area.

Fundamental Skills for Financial Advisors

  • To be thorough and pay attention to detail.
  • To have attentive listening skills.
  • To be self-motivated and organised.
  • An excellent understanding of accounting and economics associated with financial markets and products.
  • Good skills in customer service for determining customer needs and requirements.
  • To have the ability to network and establish solid relationships with clients.
  • A competent level of mathematical knowledge for producing financial packages.
  • To be confident in using a computer and the primary software programs.
  • Excellent skills in verbal communication.
  • The ability to promote financial services and products.
  • Effective management skills for the negotiation of product rates.

Chichester Financial Advice Services

Financial Advice Tasks Chichester

There are a wide array of services which can be provided by your local Chichester financial advisor including pension consolidation advice, mutual funds, corporate bonds, family income benefit in Chichester, pension drawdowns Chichester, income protection advice Chichester, retirement plans, portfolio management, investment planning, pension planning Chichester, general financial planning in Chichester, annuity purchases in Chichester, ISA's, business protection in Chichester, personal pensions advice Chichester, cash flow modelling, financial planning, inheritance tax planning, business planning, ethical investment advice Chichester, pension advice Chichester, life insurance, money planning Chichester, savings advice, critical illness cover, stakeholder pensions, personal protection, financial services, equity release, pension transfer advice, and lots more. These are just an example of the duties that can be handled by a financial advisor. Chichester professionals will tell you about their entire range of services.


Financial Advisors Near Chichester

Also find: North Mundham financial advisors, Fontwell financial advisors, Drayton financial advisors, Oving financial advisors, West Broyle financial advisors, Goodwood financial advisors, Birdham financial advisors, Runcton financial advisors, Donnington financial advisors, Whyke financial advisors, Stockbridge financial advisors, Bosham financial advisors, Fishbourne financial advisors, West Stoke financial advisors, Tangmere financial advisors, Bognor Regis financial advisors, Portfield financial advisors and more. All these locations are serviced by local financial advisers. Chichester residents can get estimates by clicking here.

Chichester Financial Advice Services

Find a Financial Advisor in Chichester Here
Financial Advice Enquiries in Chichester West Sussex (01243)
  • Chichester Financial Services
  • Chichester Cheap Financial Advice
  • Chichester Cashflow Analysis
  • Chichester Life Insurance Advice
  • Chichester Wealth Management
  • Chichester Inheritance Advice
  • Chichester Estate Planning
  • Chichester Mortgage Advice
  • Chichester Corporate Financial Advice
  • Chichester Independent Financial Advice
  • Chichester Investment Advice
  • Chichester Pension Advice
  • Chichester Trustee Investments
  • Chichester Tax Advice

More Chichester Services: Needless to say, when you are looking at your finances in Chichester, West Sussex, you are likely to be in need of all types of different services and apart from a financial advisor in Chichester, West Sussex, you could also need bookkeeping in Chichester, estate planning in Chichester, banruptcy lawyers in Chichester, debt recovery & collection in Chichester, business financial planning in Chichester, solicitors in Chichester, property law & conveyancing in Chichester, accountants in Chichester, will writing in Chichester, tax preparation in Chichester, payroll services in Chichester, investment advisors in Chichester, mortgage brokers in Chichester, contracts lawyers in Chichester, mortgage advice in Chichester, family lawyers in Chichester, business consulting in Chichester, and other different Chichester experts.

Financial Advisors Around Chichester: In the past 12 months financial advice was provided in these Chichester streets: Juxon Close, Albert Road, Westgate, Conduit Mead, West Broyle Drive, Shamrock Close, Lloyd Road, Flaxman Avenue, South Street, Gilmore Road, Harvester Close, John Arundel Road, Cathedral Way, Taverner Place, Lake Road, Chatsworth Road, Oving Road, Spitalfield Lane, Canal Wharf Road, Whyke Close, Deanery Close, Baytree Close, Meadowfield Drive, Farndell Close, Alderman's Walk, Gravel Lane, Neville Road, St James's Square, Wall Cottage Drive, and in these West Sussex postcodes: PO19 1PT, PO18 0YL, PO19 1BY, PO18 8BU, PO19 1NS, PO19 1PR, PO18 8BL, PO18 8EG, PO19 1AY, PO18 9ZQ. People in these areas recently requested help from a financial advisor. Chichester residents enjoyed dependable and professional financial services on every occasion.

For local Chichester information go here

Financial Advisor Jobs Chichester: Get financial adviser jobs in Chichester by going here: Chichester Financial Advisor Jobs

Independent financial advisor in PO19 area, 01243.

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