Financial Advisor Dawlish

Dawlish Independent Financial Advice & Investment

Financial Advisor Dawlish Devon (EX7): Locating a decent independent financial advisor in Dawlish can be a challenging experience, especially if you're needing financial advice for the first time. Whether you are looking for pension, investments, mortgage or even insurance advice, all qualified financial advisors have one thing in common; they all have to follow the regulations laid down by the FCA (Financial Conduct Authority). Any advice given through a FCA certified financial advisor in Dawlish comes with certain guarantees that should anything go wrong, you can contact the Financial Services Compensation Scheme or the Financial Ombudsman.

Free Dawlish Financial Advisor Quotes

Recommendations from friends and relatives can be a decent starting place in choosing a financial advisor in Dawlish, but keep in mind that their needs might be different to the sort of advice you are looking for. Not every financial advisor is suitable for everybody, and any advice they provide should be adapted to your specific circumstances. To investigate the options they're offering and find a financial advisor you can trust and feel at ease with, it pays to talk to at least 3 different firms, because after all selecting a financial advisor is a big decision.

Financial Advisor Dawlish Devon (EX7)

When it comes to picking a financial advisor in Dawlish, there are basically 2 main types; restricted advisors and independent financial advisors (IFA). Offering a more extensive range of options, an IFA won't be restricted to the products or services of just one company. Independent financial advice must cover the entire spectrum of financial companies and products, and should be offered in an impartial way. Using an independent financial advisor should allow you to pick from the widest possible array of products. If you use a restricted financial advisor you'll find that they might be limited to services and products of a single company, or as with a mortgage advisor, might only be concerned with one individual product.

Before taking you on as a client, any financial advisor in Dawlish must be fully transparent with you about their charges, as required by the FCA. Based upon the kind of services you require, you could be charged a set fee, by the hour or perhaps even a specific percentage of your investment. To discuss your aims and determine whether the advisor is the correct fit for you and your circumstances, you may be offered the chance of a free preliminary consultation. Your account may be managed by a team as opposed to a single advisor, if you decide to go with one of the bigger Dawlish firms.

Financial Advisors Dawlish UK (01626)

You'll be required to fill in a "Fact Find" form, which is a confidential disclosure document relating your financial situation and goals to the advising company. You should also be given a Key Facts Document, or Initial Disclosure Document, which gives you information regarding the financial advisor, their status to offer independent or restricted advice and the extent of their permissions in the financial sector. This document will also lay out your rights and the possible options you can take if you are not satisfied with the service, and want to complain. It should be easy to understand, written in layman's terms, and describe exactly what you're signing up for, along with the risks and benefits of accepting the proffered advice. You will find the amount of cooling-off period in this document. Within a certain period of time, this makes it possible for you to cancel your contract with the financial advisor.

Make sure you check the qualifications and experience of the financial advisor when you first speak with them. You needn't be self-conscious about asking these questions, after all you are just about to entrust your financial future to their skill. A Level 4 qualification is the minimum certification for any financial advisor in Dawlish, and they must also be in a position to present you with an annual Statement of Professional Standing. If the advisor's name doesn't show up on the Financial Services Register, you shouldn't stress, the firm the person works for will almost certainly be on the register and their employees will be covered by the legislation. If these cannot be provided the individual can still offer financial guidance as opposed to financial advice. Guidance is not subject to regulations in the same way as financial advice, which means that if errors arise neither party will have any recourse.

Financial Advisor Quotes in Dawlish Devon

You will be asked about the level of risk you are willing to take on, if you are seeking advice on investing money. Most investments carry some degree of risk, but high risk investments could offer bigger rewards, but also more likelihood of losing some or all of your funds. In order to get the most effective investment and financial advice, your savings objectives must be considered, i.e. how much you wish to invest, long or short term investments and how rapidly you need access to your funds. The one question that you should ask of yourself, which is often overlooked, is just how much money you can actually afford to lose. This is known as your capacity for loss and might influence the services and products that could be offered to you.

Financial Advice Near Dawlish Devon

Right from the start, it is important to let your financial advisor know about any regular payments, mortgages, savings or investments that you currently have. They'll need to know this, so that they can get a clear picture of your finances and give the appropriate advice for your needs. Diversifying your investments and savings by spreading the risk across various products, is an important part of sound financial advice. With a knowledge of the best areas to consider, a certified financial advisor will concentrate on products that match your goals and financial circumstances.

A financial advisor will open up the multifaceted world of finance, and converse in the clearest possible way. After learning about the various products and services which meet your needs, you should be able to come to an informed and calculated decision. If you're mind is firmly on the environment, you can maybe ask your advisor to stick to ethical savings and investments. This doesn't just give you investment possibilities, but also allows you to support zero carbon or renewable energy projects, and avoid businesses and companies that do not share the same values as you do.

It can prove difficult to manage your work day and other responsibilities around a close working relationship with a financial advisor in Dawlish. Face-to-face meetings can be backed up with video conferencing and telephone to allow you to get advice at a time to suit you. Working from home and remote working is now a large part of our society, and an established financial advice firm in Dawlish will have strict measures in place to ensure your details are kept confidential and secure, even if you hardly ever have a one-to-one meeting with your advisor.


Investments can just as easily go down as well as up, as the financial world can be unpredictable. If it happens that your investment isn't making as much money as you hoped for, it can be an extremely worrying and frustrating time. A downward trend in your investment isn't seen as a basis for complaint, unless your advisor has given you misleading or wrong information.

Independent Financial Advisor Near Dawlish (EX7)

The firm's official complaints procedure should be the place to start with any grievances, and the Key Facts Document should discuss this. If the financial advisor is a member of the FCA, you can tell the Financial Ombudsman about the problem if it remains unresolved within the time-frame set out by the regulating body.

The Financial Ombudsman will look into the cause of the complaint and make a ruling. If it's established that the complaint is justified, a decision is made on how the customer can be compensated. The financial advisor and their company must abide by any ruling that is made, which becomes legally binding as soon as the client has agreed to it. The Ombudsman will also take into consideration any upset, inconvenience, distress and trouble caused to the customer during the process, and establish the level of compensation proportionately.

Book a Financial Advisor in Dawlish UK

Financial advice can be provided in Dawlish and also in nearby places like: Kenton, Holcombe, Mamhead, Cockwood, Starcross, Ashcombe, Shutterton, Chudleigh Knighton, Dawlish Warren, Cofton, Trusham, Bishopsteignton, Teignmouth, Preston, together with these postcodes EX7 0GS, EX7 0EF, EX7 0DA, EX7 9AL, EX7 0AN, EX7 0HW, EX7 9AP, EX7 0FD, EX7 9BE, EX7 0QL. Local Dawlish financial advisors will probably have the postcode EX7 and the telephone code 01626. Checking this out can guarantee that you access local financial advisers. Dawlish householders can utilise these and many other finance related services.

Devon Financial Advice Enquiries

Devon Financial Advice Enquiries

Latest Devon financial advice enquiries: Kian Knox in Drewsteignton recently asked for information on life assurance. Mr and Mrs Mcphail from High Bickington, Devon recently asked about offshore investments. Alissia John and Elis John in Stoke Fleming, Devon recently asked for information on equity release. Mark and Manahil Kouma from Lympstone recently asked for information on financial planning. Simon Dover in Dolton recently enquired about life assurance. Maiya Oliver in Cullompton, Devon recently enquired about investment bonds. Joseph and Amina Draper from Okehampton, Devon recently asked for information on family income benefit. Mr and Mrs Morrow in Raymonds Hill recently asked about mortgage advice. Most of these local residents conducted a search for "Garden Fencing Devon" and found this page on either Bing, Google or Yahoo.

Financial Advisors Devon

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In Devon you will likewise find: Bradworthy investment advisors, Woolfardisworthy investment advisors, Lamerton investment advice, Kingsbridge financial advice, Copplestone financial advisors, Tedburn St Mary financial advisors, Sandford investment advice, Broad Clyst investment advice, Bishopsteignton financial advice, Silverton financial advisors, Walkhampton investment advice, Ermington investment advice, Kilmington financial advisors, Hartland financial advice, Bere Alston investment advice, Heanton Punchardon investment advice, Kingswear investment advisors, Shaldon financial advice, Lynmouth investment advisors, Chagford financial advice, Lympstone financial advisors, Stoke Fleming investment advice, Copplestone financial advice, North Tawton investment advice, Newton Poppleford financial advisors, Lamerton financial advice, Kennford investment advice, Brixton financial advice, Budleigh Salterton investment advisors.

Dawlish Financial Advice Services

Financial Advice Tasks Dawlish

There is a variety of services that can be provided by your local Dawlish financial advisor including personal pensions advice Dawlish, cash flow modelling, investment bonds, trustee investment services, inheritance tax planning, offshore investment advice, business planning, familt controlled trusts in Dawlish, corporate financial planning, pension advice, pension reviews, income protection advice, stakeholder pension advice, long term care fee advice, tax advice in Dawlish, multi-asset portfolios, personal financial planning, critical illness cover Dawlish, pension plans, financial analyst services, retirement plans, investment advice, trusts, life assurance advice, financial services, annuity purchases in Dawlish, wealth management & investments, divorce planning, financial planning, cashflow analysis, and more. Listed are just a few of the activities that can be undertaken by a financial advisor. Dawlish professionals will be delighted to keep you abreast of their full range of services.


Financial Advisors Near Dawlish

Also find: Chudleigh Knighton financial advisers, Bishopsteignton financial advisers, Cockwood financial advisers, Shutterton financial advisers, Ashcombe financial advisers, Teignmouth financial advisers, Preston financial advisers, Trusham financial advisers, Holcombe financial advisers, Dawlish Warren financial advisers, Kenton financial advisers, Cofton financial advisers, Starcross financial advisers, Mamhead financial advisors and more. All these towns and villages are covered by local financial advisers. Dawlish residents can get financial advice estimates by clicking here.

Dawlish Financial Advice Services

Find a Financial Advisor in Dawlish Here
Financial Advice Enquiries in Dawlish Devon (01626)
  • Dawlish Tax Advice
  • Dawlish Cheap Financial Advice
  • Dawlish Independent Financial Advice
  • Dawlish Wealth Management
  • Dawlish Cashflow Analysis
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  • Dawlish Corporate Financial Advice
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  • Dawlish Trustee Investments

More Dawlish Services: Naturally, when you're looking at your finances in Dawlish, Devon, you will probably need all sorts of different services and together with a financial advisor in Dawlish, Devon, you might additionally need business consulting in Dawlish, debt recovery & collection in Dawlish, solicitors in Dawlish, tax preparation in Dawlish, payroll services in Dawlish, bookkeepers in Dawlish, wills & probate in Dawlish, property law & conveyancing in Dawlish, mortgage advice in Dawlish, investment advisors in Dawlish, estate planning in Dawlish, accountants in Dawlish, business financial planning in Dawlish, contracts lawyers in Dawlish, family lawyers in Dawlish, mortgage brokers in Dawlish, banruptcy lawyers in Dawlish, and other different Dawlish experts.

Financial Advisors Around Dawlish: Financial advisors were recently necessary for people living in Carhaix Way, Ashley Way, Cliff Road, West Cliff Park Drive, Third Avenue, Sherwell Close, Long Lane, Pinewood Close, Regent Street, Priory Park Road, Treston Close, Empsons Hill, Linden Road, Orchard Lane, Lower Dawlish Water Road, Upper Longlands, Pine Close, Channel View Lane, Summerhayes, Little Week Close, Meadow Rise, Brunswick Place, Strawberry Lane, The Drive, Goodridge Close, East Cliff Gardens, Sutton Close, Beach Street and these Dawlish postcodes: EX7 0GS, EX7 0EF, EX7 0DA, EX7 9AL, EX7 0AN, EX7 0HW, EX7 9AP, EX7 0FD, EX7 9BE, EX7 0QL. Folks in these local areas recently requested help from a financial advisor. Dawlish residents were given dependable and top notch financial services.

To find local Dawlish information take a look here

Independent financial advisor in EX7 area, phone code 01626.

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(This financial advisor Dawlish page was last updated on 28-06-2022)