Financial Advisor Corsham

Corsham Independent Financial Advice & Investment

Financial Advisor Corsham Wiltshire (SN13): If you are in search of financial advice for the first time, trying to locate a good independent financial advisor in the Corsham area can be an intimidating experience. Whether you're looking for investments, mortgage, pensions or even insurance guidance, all qualified financial advisors are bound by one simple rule; they all have to conform to the regulations set by the FCA (Financial Conduct Authority). This comes with certain guarantees, therefore after taking advice from a FCA registered financial advisor in Corsham, you can seek reparation from the Financial Ombudsman or the Financial Services Compensation Scheme, if something should go wrong.

Free Corsham Financial Advisor Quotes

A decent starting place when picking a financial advisor in Corsham can be friends and relations, but remember that the sort of advice you're looking for might be somewhat different to theirs. Financial advice must be specifically tailored to your particular situation, and you will find that certain financial advisors might not be appropriate for your requirements. Selecting the right financial advisor is important and it pays to speak with at least three different companies so as to check out the options they provide, and to find one that you can trust and feel comfortable with.

Financial Advisor Corsham Wiltshire (SN13)

There are two main kinds of financial advisor in Corsham; independent financial advisors and restricted advisors. An IFA will not be limited to a single provider's products or services. Independent financial advice must be offered in an honest and unbiased way and should cover the entire spectrum of financial products and companies. This enables you to pick from the widest range of products to suit your needs. If you go to a restricted financial advisor you will find that they may be limited to services and products of a particular provider, or as with a mortgage advisor, will only be concerned with one product.

Before any financial advisor in Corsham takes you on as a client, they're required by the FCA to tell you about their charges. According to the product you require, you could be charged by the hour, a set fee or perhaps even a slice of your investment. You will sometimes be offered the possibility of a free first consultation to enable you to discuss your goals and see if the advisor is a right fit for your circumstances. Your account may be handled by a team as opposed to a single advisor, if you elect to go with one of the larger companies in Corsham.

Financial Advisors Corsham UK (01249)

You will be asked to fill in a "Fact Find" document, which is a confidential disclosure form relating your objectives and financial situation to the advising company. A Key Facts or Initial Disclosure Document will also be given to you, to provide information regarding the financial advisors themselves, explaining the extent of their permissions in the financial market and their situation for offering restricted or independent advice. Your own rights should also be set out in this document, in addition to the options you can take if you wish to submit a complaint because you're not satisfied with the service provided. It should be typed out in plain language and outline what you are committing yourself to, and any possible benefits and risks that exist should you opt to take the offered advice. This document will also inform you of the cooling-off period. This enables you to cancel the agreement within a specific number of days, and if any penalty charges have to be paid.

You'll want to check what experience and qualifications the financial advisor has when you first talk to them. You needn't be embarrassed about asking such questions, after all you are just about to entrust your long-term financial wellbeing to their skill. A Level 4 qualification is the minimum certification for any Corsham financial advisor, and they also have to be able to provide you with an annual Statement of Professional Standing. When you check the Financial Services Register, you don't need to stress if your advisor's name doesn't appear on there; you should be able to find the company name, and this means that the legislation covers all of their employees. If they're unable to supply these accreditations, the individual can't offer advice but can offer financial guidance. Guidance is not subject to regulations in the way that financial advice is, meaning that if errors arise neither party will have any recourse.

Financial Advisor Quotes in Corsham Wiltshire

If you're needing advice on investments you will be asked about the amount of risk you're comfortable with. Most investments carry some element of risk, but high risk investments could potentially offer substantial rewards, and also more likelihood of losing some or all of your money. In order to get the most beneficial investment and financial advice, your savings goals will need to be given careful consideration, i.e. how rapidly you need to access 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 normally neglected, is how much money you can actually afford to lose. This may well influence the services and products that you are offered, and is generally referred to as your 'capacity for loss'.

Financial Advice Near Corsham Wiltshire

From the outset, it is imperative that you let your financial advisor know about any regular outgoing payments, savings accounts, mortgage loans or investments that you have. To ensure that you receive the best advice for you, they need to have a full and clear picture of your financial circumstances. Spreading the risk across a range of different products through the diversification of your investments and savings, is something that good quality financial advice should embrace. So as to mirror your goals and financial circumstances, an experienced financial advisor in Corsham will understand the best products to consider.

A financial advisor will open up the complex world of finance, and try to communicate in as much plain speech as possible. This will allow you to compare products and services which meet your needs, and make an informed decision. If you're environmentally minded, you can maybe ask your advisor to stick to ethical savings and investments. This doesn't just give you investment opportunities, but also allows you to support renewable energy or zero carbon projects, and keep clear of businesses that don't share the same values as you.

Establishing a close working relationship with your financial advisor in Corsham could cause issues with your work day and other responsibilities. To enable you to seek advice at a time to suit you, face-to-face meetings can be complemented with phone calls and video conferencing. Home and remote working is now a large part of our society, and any professional financial advice company in Corsham will have strict measures in force to ensure your details are kept secure and confidential, even if you never have an in-person meeting with your advisor.


Investments can go down as well as up, because the financial world can be volatile. If your investment fails to make as much money as you hoped for, it can be very stressful and disheartening. However, unless it's owing to misleading or incorrect information from your advisor a downward spiral in your investment is not seen as a cause for complaint.

Independent Financial Advisor Near Corsham (SN13)

Any disputes should start with the company's complaints procedure as indicated in the Key Facts Document. You can tell the Financial Ombudsman about the problem if it remains unsolved within the time-frame laid down by the regulating body, and the advisor is registered with the Financial Conduct Authority.

After reviewing the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. A decision will be made on how to rectify or financially compensate the customer, if the complaint is justified. The financial advisor and their firm must comply with any ruling that is made by the Ombudsman, which becomes a legally binding decision as soon as the customer has accepted it. Any compensation set by the Financial Ombudsman will also take into account any trouble, inconvenience, upset and distress caused to the customer during the situation.

Book a Financial Advisor in Corsham UK

Financial advice can be provided in Corsham and also in: Biddestone, Westwells, Frogwell, Salisbury, Neston, Westrop, Bannerdown, Chequers, Melksham, Colerne, Lacock, Pickwick, Allington, Gastard, Chippenham, Box, Chapel Knapp, Hartham, together with these postcodes SN13 0AU, SN13 0EP, SN13 0EG, SN13 0PS, SN13 0ED, SN13 0PP, SN13 0EN, SN13 0LB, SN13 0EZ, SN13 0BL. Local Corsham financial advisors will most likely have the phone code 01249 and the postcode SN13. Click the "enquiry" banner or form to get information on financial advisors in your area.

Wiltshire Financial Advisors

Investment Corsham Services Financial SN13 Advice Financial Advice Wiltshire Financial Advisor Advisors Advisers 01249 Advisor

In Wiltshire you'll also discover: Whiteparish investment advisors, Winterslow financial advice, Limpley Stoke investment advisors, Wroughton investment advice, Seend investment advisors, Downton investment advice, Cricklade investment advisors, Codford financial advice, Wootton Bassett financial advice, Broad Blunsdon financial advisors, Nomansland financial advice, Laverstock financial advisors, Warminster investment advice, Malmesbury financial advisors, Lacock investment advice, Winterslow investment advice, Codford investment advisors, Whiteparish investment advice, Pewsey financial advisors, Morgans Vale investment advice, Atworth investment advisors, West Lavington financial advisors, Stratton St Margaret financial advice, Porton investment advisors, Brinkworth financial advice, Middle Winterslow investment advice, Potterne financial advisors, Winsley financial advice.

Corsham Financial Advice Services

Financial Advice Tasks Corsham

There is a variety of services which can be provided by your local Corsham financial advisor including wealth management & investments in Corsham, inheritance tax planning Corsham, equity release Corsham, stakeholder pension advice, bridging finance, mortgage services in Corsham, unit trusts, financial planning Corsham, investment bonds, personal financial planning Corsham, ISA's, cheap financial advice, financial analyst services in Corsham, offshore investment advice, divorce planning in Corsham, annuity purchases, will writing services, corporate financial planning, cashflow analysis in Corsham, corporate bonds Corsham, life assurance Corsham, cash flow modelling, general financial planning, trustee investment services Corsham, retirement advice, and more.

Financial Advice Enquiries Wiltshire

Financial Advice Enquiries Wiltshire

Current Wiltshire financial advice enquiries: Raya Ballard from Amesbury recently enquired about pension advice. Regan Keating and Saffron Keating from Ashton Keynes recently enquired about family income benefit. Nicolas Meredith and Elif Meredith from Calne, Wiltshire recently asked for information on investment bonds. Daria Caddy and Fynley Caddy from Lacock, Wiltshire recently asked for information on offshore investments. Kasper Mullins and Hettie Mullins from Hullavington recently enquired about pension advice. Blanka and Wilfred Bristow from Blunsdon, Wiltshire recently enquired about getting financial advice. Ewan Booth from Lacock, Wiltshire recently asked for information on life assurance. Callum Short and Rahma Short from Potterne recently enquired about offshore investments.


Financial Advisors Near Corsham

Also find: Biddestone financial advisors, Neston financial advisors, Salisbury financial advisors, Box financial advisors, Westrop financial advisors, Allington financial advisors, Bannerdown financial advisors, Melksham financial advisors, Frogwell financial advisors, Chequers financial advisors, Pickwick financial advisors, Gastard financial advisors, Hartham financial advisors, Chippenham financial advisors, Lacock financial advisors, Chapel Knapp financial advisors, Westwells financial advisors, Colerne financial advisors and more.

Corsham Financial Advice Services

Find a Financial Advisor in Corsham Here
Financial Advice Enquiries in Corsham Wiltshire (01249)
  • Corsham Mortgage Advice
  • Corsham Independent Financial Advice
  • Corsham Life Insurance Advice
  • Corsham Investment Advice
  • Corsham Inheritance Advice
  • Corsham Tax Advice
  • Corsham Cheap Financial Advice
  • Corsham Pension Advice
  • Corsham Retirement Planning
  • Corsham Cashflow Analysis
  • Corsham Financial Services
  • Corsham Trustee Investments
  • Corsham Wealth Management
  • Corsham Estate Planning

Financial Advisors Around Corsham: In the previous twelve months financial advice was provided in these Corsham streets: Corsham Road, Yockney Close, Hatton Way, Westwells, Oliver Avenue, Goodes Hill, Light Close, Neston Crescent, Elm Grove, Jaggards Lane, Bath Stone Crescent, Rough Street, Hudswell Lane, Cleevedale Road, Sumsions Drive, West Park Road, Penleigh Close, Tupman Road, Middlewick Lane, Savernake Road, Dew Close, Burn Road, St Barbaras Road, Basil Hill Road, Long Close Avenue, Pitts Croft, Queens Avenue, South Street, and in these Wiltshire postcodes: SN13 0AU, SN13 0EP, SN13 0EG, SN13 0PS, SN13 0ED, SN13 0PP, SN13 0EN, SN13 0LB, SN13 0EZ, SN13 0BL.

If you want local Corsham information look here

Independent financial advisor in SN13 area, and dialling code 01249.

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