Financial Advisor Crawley

Crawley Independent Financial Advice & Investment

Financial Advisor Crawley West Sussex (RH10): It can be an intimidating experience trying to locate a decent financial advisor advisor in Crawley, especially if it's the very first time that you are in search of financial advice. Whether you are searching for mortgage, investment, pension or even insurance advice, all qualified financial advisors are bound by one common rule; they all have to adhere to the regulations set by the FCA (Financial Conduct Authority). The good thing about this is that should a financial advisor who is FCA certified give you poor quality advice, and anything goes wrong, you've got guarantees, and can contact the Financial Services Compensation Scheme or the Financial Ombudsman Scheme to have it put right.

Free Crawley Financial Advisor Quotes

When choosing a financial advisor in Crawley, a good place to begin could be family and friends, however you must keep in mind that your situation may not be the same as theirs, and you may be in need of a different type of advice. Any advice they provide needs to be personalised to your specific circumstances, and every financial advisor is not suitable for everyone. Choosing a financial advisor is a big decision and it is wise to talk with at least three different companies so as to explore the various options they can provide, and to find one you feel comfortable with and can trust.

Financial Advisor Crawley West Sussex (RH10)

Restricted advisors and independent financial advisors (IFA), are the 2 principal types of financial advisor in Crawley. An IFA won't be restricted to a single company's products and services. Independent financial advice should be offered in an impartial way and should cover the whole gamut of financial products and companies. Using an independent financial advisor should enable you to choose from the broadest possible array of products. If you go to a restricted advisor you'll discover that they may be limited to services and products of a particular company, or as with a mortgage advisor, will only be concerned with one individual product.

Before any financial advisor in Crawley accepts you as a client, they're required by the FCA to tell you about their charges. Although it varies according to the type of service you require, there could be a set fee, an hourly rate, or you may even be charged a proportion of what you're investing. To discuss your aims and determine whether the advisor is the correct fit for your circumstances, a free initial consultation may be offered. If you go to one of the bigger Crawley firms, your account might be managed by a team of advisors rather than just one person.

Financial Advisors Crawley UK (01293)

You will have to fill out a "Fact Find" document, which is a confidential disclosure form relating your desired goals and financial situation to the advising company. You will also be given a Key Facts Document, or Initial Disclosure Document, which provides details about the financial advisor, their situation for offering independent or restricted advice and the extent of their permissions in the financial market. Your rights will also be laid out in this document, along with your options if you wish to submit a complaint because you're not satisfied with the service provided. It should detail what you are committing yourself to, and any possible benefits and risks that exist if you decide to take the offered advice, and it has to be set down in plain language. You can find the amount of cooling-off period in the Key Facts Document. Within a specific period of time, this makes it possible for you to cancel the agreement.

Make sure you check what qualifications and experience the financial advisor has when you first speak to them. Asking such questions should not be a cause for embarrassment, because you are entrusting them with your long-term financial wellbeing. Every financial advisor in Crawley must be able to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. When you check the Financial Services Register, don't freak out if your specific financial advisor's name does not show up on there; you will probably find the firm name, and that means the regulations covers all of their advisors. If they're not able to provide these accreditations, the person cannot offer advice but is permitted to offer financial guidance. Guidance isn't regulated in the way that financial advice is, meaning that if errors arise the client won't have any recourse.

Financial Advisor Quotes in Crawley West Sussex

If you are looking for advice on investing money you will be asked the level of risk you're prepared to accept. Better rewards may be possible with higher risk investments, however you stand a greater chance of losing some or all of your cash. In order to get the very best financial and investment advice, your savings aims will need to be taken into account, i.e. how quickly you need access to your money, long or short term investments and how much capital you want to invest. "How much money can you afford to lose?" Is the one important question that you should really be asking yourself. This is generally referred to as your capacity for loss and may well influence the products and services that may be offered to you.

Financial Advice Near Crawley West Sussex

You must tell your financial advisor about any existing investments, regular outgoings, mortgages or personal savings. To make certain that you receive the most appropriate advice for you, they need a full and clear picture of your financial circumstances. The diversification of your investments and savings by spreading the risk load across various products, is an important part of reliable financial advice. So as to mirror your goals and financial situation, an experienced financial advisor in Crawley will understand the best products to consider.

A financial advisor will unmask the complex world of finance, and communicate in as plain a speech as possible. This will enable you to compare services and products that match your needs, and make an informed decision. You can even ask your advisor to only specify ethical investment and savings schemes. You can then stay away from firms that investments meet your requirements, but instead lend your support to those businesses and companies that address your concerns, for example zero carbon or green energy.

It's not that easy to have a close working relationship with a financial advisor in Crawley without this impacting on your work and other commitments. This can be alleviated by augmenting one-on-one meetings with video conferencing and phone calls, thus enabling you to seek the guidance you need at convenient times. An established financial advice firm in Crawley will have stringent measures in force to ensure your details are kept secure and confidential, even if you never have a one-to-one meeting with your advisor, because home and remote working is now so common.


The value of your investments could go down as well as up, and this is a factor that you must keep in mind. If your investment isn't making as much money as you were hoping for, it can be quite stressful and disheartening. Your investment having a downward trend isn't a recognised basis for complaint, unless your financial advisor has supplied you with misleading or wrong information.

Independent Financial Advisor Near Crawley (RH10)

Any disputes should begin with the firm's complaints procedure as outlined in the Key Facts Document. You can tell the Financial Ombudsman about the situation if it remains unsolved within the time schedule set by the regulating authority, and your financial advisor is registered with the FCA.

After looking into the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. A decision will be made on how to financially compensate the customer, if the complaint is justified. Once the decision has been agreed on by the client it becomes a legally binding decision that the financial advisor and their firm, must abide by. Any annoyance, inconvenience, trouble and distress caused to the customer during the situation, will be accounted for when the Ombudsman fixes the level of compensation.

Book a Financial Advisor in Crawley UK

Financial advice can be provided in Crawley and also in: Furnace Green, West Green, Northgate, Southgate, Three Bridges, Gossops Green, Ifield, Tilgate, Bewbush, Pound Hill, Langley Green, Copthorne, Rowfant, Maidenbower, Broadfield, Charlwood, as well as in these postcodes RH10 1BA, RH10 0BD, RH10 0GW, RH10 0HW, RH10 0ED, RH10 1EQ, RH10 0BQ, RH10 0JT, RH10 0FY, RH10 0HY. Local Crawley financial advisors will most likely have the postcode RH10 and the dialling code 01293. Verifying this should make certain that you access local financial advisers. Crawley homeowners can benefit from these and lots of other comparable services.

Crawley Financial Advice Services

Financial Advice Tasks Crawley

There is a range of services that can be provided by your local Crawley financial advisor including business protection, retirement advice, pensions in divorce in Crawley, corporate bonds, trustee investment services, trusts in Crawley, independent financial advice in Crawley, life assurance advice Crawley, annuity purchases, mortgage advice, business financial planning, critical illness cover, annuities Crawley, mutual funds in Crawley, wealth management & investments, ISA's in Crawley, stakeholder pension advice, life insurance, financial analyst services, divorce financial planning, pension drawdowns Crawley, family income benefit, saving for children Crawley, cheap financial advice Crawley, corporate financial planning, long term care fee advice Crawley, multi-asset portfolios in Crawley, investment bonds in Crawley, personal protection, general financial planning, and lots more. Listed are just a small portion of the activities that can be undertaken by a financial advisor. Crawley professionals will be happy to tell you about their full range of financial services.


Financial Advisors Near Crawley

Also find: Furnace Green financial advisors, Tilgate financial advisors, Southgate financial advisors, Ifield financial advisors, Gossops Green financial advisors, Rowfant financial advisors, Langley Green financial advisors, Pound Hill financial advisors, Northgate financial advisors, West Green financial advisors, Charlwood financial advisors, Maidenbower financial advisors, Broadfield financial advisors, Bewbush financial advisors, Three Bridges financial advisors and more. People who are looking for financial advice, will find that these services are readily available in practically all of these places. People in these areas can make enquiries about financial advice by clicking here.

Crawley Financial Advice Services

Find a Financial Advisor in Crawley Here
Financial Advice Enquiries in Crawley West Sussex (01293)
  • Crawley Trustee Investments
  • Crawley Life Insurance Advice
  • Crawley Cashflow Analysis
  • Crawley Estate Planning
  • Crawley Corporate Financial Advice
  • Crawley Investment Advice
  • Crawley Cheap Financial Advice
  • Crawley Financial Services
  • Crawley Financial Advice Quotations
  • Crawley Financial Advice
  • Crawley Retirement Advice
  • Crawley Inheritance Advice
  • Crawley Mortgage Advice
  • Crawley Wealth Management

To find out local info relating to Crawley, West Sussex go here

Independent financial advisor in RH10 area, telephone code 01293.

TOP - Financial Advisor Crawley

Financial Advisers Crawley - Financial Advice Quotations Crawley - Life Insurance Crawley - Personal Financial Advisors Crawley - Business Financial Advisors Crawley - Pension Advisors Crawley - Financial Advisor Near Crawley - Independent Financial Advice Crawley - Independent Financial Advisor Crawley


(This financial advisor Crawley information was reviewed and updated on 20-02-2024)