Financial Advisor Eastleigh

Eastleigh Independent Financial Advice & Investment

Financial Advisor Eastleigh Hampshire (SO50): It can be an intimidating experience trying to find a good independent financial advisor in the Eastleigh area, particularly if it is the first time that you are needing financial advice. However, all professional financial advisors have one thing in common; they all have to follow the regulations laid down by the FCA (Financial Conduct Authority), whether you're searching for mortgage, investments, pensions or even insurance guidance. This comes with certain guarantees, therefore after getting advice from a FCA certified financial advisor in Eastleigh, you can seek recompense from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if if things go awry.

Free Eastleigh Financial Advisor Quotes

When picking a financial advisor in Eastleigh, a good place to start could be relatives and friends, however you must bear in mind that your situation may not be the same as theirs, and you may be in need of a different kind of advice. Not every financial advisor is suitable for everybody, and their advice should be tailored to your specific circumstances. Choosing a financial advisor is an important decision and it pays to chat to at least 3 different firms so as to explore the various options they offer, and to find one that you feel comfortable with and can trust.

Financial Advisor Eastleigh Hampshire (SO50)

There are 2 principal types of financial advisor in Eastleigh; restricted advisors and independent financial advisors (IFA). The good thing about using an IFA is that they will not be restricted to a single company's services and products, and can offer a broader range of options. Independent financial advice should encompass the whole spectrum of financial companies and products, and must be given in an impartial way. This will enable you to pick from the widest possible range of services to suit your needs. If you use a restricted financial advisor you will discover that they may be restricted to products and services of a single company, or as with a mortgage advisor, may only be involved with one solitary product.

Before accepting you as a client, any financial advisor in Eastleigh must be fully transparent with you about their charges, as required by the Financial Conduct Authority. Although it can vary depending on the kind of service or product you're interested in, there may be a set fee, an hourly rate, or you may even be charged a specific percentage of the money you're investing. You will sometimes be offered the chance of a free first consultation to enable you to discuss your goals and determine whether the advisor is a right fit for your situation. Your account could be looked after by a team rather than a single advisor, if you decide to go with one of the bigger firms in Eastleigh.

Financial Advisors Eastleigh UK (023)

To describe your targets and financial situation to the advising company, you'll have to fill out a "Fact Find" document, which is a confidential disclosure form. You will also be given a Key Facts or Initial Disclosure Document, which provides you with information regarding the financial advisor, their status to offer independent or restricted advice and the scope of their permissions in the financial market. This document should also lay down your own legal rights and the possible options you can take if you're not happy with the service provided, and would like to submit a complaint. It should be typed out in plain English and detail what you are committing yourself to, and any possible risks and benefits should you opt to go along with the offered advice. You can find the level of cooling-off period in the Key Facts Document. This allows you to have a change of heart within a certain period of time, and cancel your agreement with the financial advisor.

The very first time you are speaking to the financial advisor ensure that you check what experience and qualifications they have. After all you are on the verge of entrusting your financial wellbeing to their skill, so you shouldn't be embarrassed about asking these questions. A Level 4 qualification is the minimum qualification for any Eastleigh financial advisor, and they must also be able to present an annual Statement of Professional Standing. When you check the Financial Services Register, you don't need to stress if your specific financial advisor's name doesn't show up on there; you ought to be able to locate the company name, and that means the regulations covers all of their advisors. If these can't be presented the individual may still offer financial guidance rather than financial advice. Guidance isn't subject to regulations in the way that financial advice is, meaning that if errors occur the client won't have any recourse.

Financial Advisor Quotes in Eastleigh Hampshire

You will be asked the amount of risk you're ready and able to take, if you are seeking advice on investing money. Bigger rewards may be possible with higher risk investments, but you stand a greater chance of losing all or some of your cash. In order to get the best financial and investment advice, your savings goals must be given careful consideration, i.e. how quickly you need to access your funds, how much cash you want to invest and short or long term investments. One question you should ask of yourself, which is normally neglected, is how much money you can actually afford to lose. This might influence the services and products that you're offered, and is commonly called your capacity for loss.

Financial Advice Near Eastleigh Hampshire

From the outset, it's vital that you let your financial advisor know about any regular outgoing payments, savings, mortgage loans or investments that you have. This will give a full and clear picture of your financial situation, without which the advice you get will most likely not be the most appropriate for you. Diversifying your savings and investments by spreading the risk load across a number of different products, is a crucial part of sound financial advice. In order to reflect your goals and financial circumstances, a certified financial advisor in Eastleigh will be aware of the best products to consider.

Communicating in the plainest speech possible, your financial advisor will unveil the multifaceted world of finance and investment. After comparing the products and services that meet your needs, you should be able to come to an informed and educated decision. If the environment is at the forefront of your mind, you could even ask that ethical investment and savings schemes take top priority. You can then avoid companies that companies meet your criteria, but instead lend your support to those enterprises and firms that address your concerns, for example renewable energy or zero carbon.

Having constant interactions with your financial advisor in Eastleigh could cause complications with your work day and other commitments. Face-to-face meetings can be complemented with video conferencing and telephone calls to enable you to get advice at a time to suit you. Even if you rarely have a one-on-one meeting with your personal advisor, any professional financial advice firm in Eastleigh will have strict measures in place to ensure your details are kept secure and confidential, because working from home and remote working is now a large part of our society.


You must bear in mind that the financial sector can be volatile, and investment values can just as easily go down as well as up. If your investment is not making as much money as you were hoping for, it can be extremely worrying and demoralising. However, except if it is owing to misleading or incorrect information from your financial advisor, a downward spiraling of your investment is not a recognised cause for complaint.

Independent Financial Advisor Near Eastleigh (SO50)

Any disputes should start with the firm's complaints procedure as described in the Key Facts Document. If the problem remains unsolved within the time-frame set out by the regulating authority, and the financial advisor is registered with the Financial Conduct Authority, you can inform the Financial Ombudsman.

The Financial Ombudsman will make a ruling after independently reviewing the cause of the complaint. If it's established that the complaint is justifiable, a decision is made on how the client can be compensated. Once the ruling has been accepted by the customer it becomes a legally binding decision that the financial advisor and their firm, must abide by. Any compensation as set out by the Financial Ombudsman will also take into consideration any trouble, inconvenience, distress and annoyance caused to the customer during the situation.

Book a Financial Advisor in Eastleigh UK

Financial advice can be provided in Eastleigh and also nearby in: Bishopstoke, Fishers Pond, Shawford, Chandlers Ford, Fair Oak, Chilworth, North Baddesley, Ampfield, West End, Rownhams, Colden Common, Portswood, Horton Heath, Otterbourne, Shirley, and in these postcodes SO50 0ST, SO50 0JD, SO50 4BZ, SO50 0FY, SO50 4BQ, SO50 4BP, SO50 4GU, SO50 0SN, SO50 0LA, SO50 4EX. Local Eastleigh financial advisers will most likely have the postcode SO50 and the telephone code 023.

Financial Advice Enquiries Hampshire

Financial Advice Enquiries Hampshire

Current Hampshire financial advice enquiries: Meadow and Scott Frampton from Waterlooville recently enquired about investment advice. Mr and Mrs Drew from Enham Alamein, Hampshire recently asked for information on life assurance. Lilly-Mae and Mitchell Hills from Purbrook, Hampshire recently asked for information on mortgages. Mr and Mrs Malley from South Wonston, Hampshire recently asked for information on mortgages. Bridget Jacobs from Barton Stacey recently enquired about offshore investments. Raphael and Dixie Bailey from Bentley recently asked for information on offshore investments. Caroline Knight from Fawley recently enquired about life assurance. India Brunet and Aubrey Brunet from Sherfield on Loddon recently asked for information on investment bonds.

The Necessary Skills to be Financial Advisors

  • To be thorough and pay attention to detail.
  • A good knowledge and understanding of accounting and economics relating to financial products and markets.
  • To have a goal driven mindset.
  • To be good at promoting products and services.
  • To have the ability to listen attentively
  • To be able to network and build solid relationships with customers.
  • Excellent skills in customer service for determining customer needs and requirements.
  • To be able to competently use a computer and the key software programs.
  • Outstanding verbal communication skills.
  • Effective business management skills for the negotiation of product rates.
  • A competent level of maths knowledge for creating financial packages.

Hampshire Financial Advisors

Advisors Advisers Investment Financial Financial Advisor Financial Advice Hampshire Services SO50 Advice Eastleigh 023 Advisor

In the Hampshire area you can also get: Bursledon investment advisors, Steep investment advisors, Exton investment advisors, Rownhams investment advisors, Marchwood financial advice, West End financial advisors, Brockenhurst financial advisors, Olivers Battery investment advisors, Highclere investment advice, Twyford financial advisors, Ashford Hill financial advice, Froxfield financial advice, Bentley investment advisors, Botley investment advice, Ecchinswell investment advisors, Liphook financial advisors, Curdridge financial advice, Olivers Battery financial advice, Sherborne St John investment advisors, Cove investment advisors, Wonston investment advisors, Stoke investment advisors, Broughton investment advice, Hound investment advisors, Fordingbridge investment advisors, Tadley investment advice, Baughurst financial advice, Denmead investment advisors, Michelmersh financial advisors.

Eastleigh Financial Advice Services

Financial Advice Tasks Eastleigh

There is a variety of services that are provided by your local Eastleigh financial advisor including cashflow analysis Eastleigh, annuities Eastleigh, cash flow modelling Eastleigh, annuity purchases, mutual funds, financial planning Eastleigh, pension consolidation in Eastleigh, ethical investments, portfolio management in Eastleigh, cheap financial advice in Eastleigh, investment advice, wealth management & investments, offshore investment advice, tax planning, long term care fee planning in Eastleigh, pension drawdowns, income protection, pension planning, pension planning Eastleigh, trusts, stakeholder pensions, mortgage services in Eastleigh, personal financial planning in Eastleigh, unit trusts Eastleigh, ISA's, and more.


Financial Advisors Near Eastleigh

Also find: Fishers Pond financial advisors, Colden Common financial advisors, West End financial advisors, Otterbourne financial advisors, Fair Oak financial advisors, Horton Heath financial advisors, Portswood financial advisors, Rownhams financial advisors, Shirley financial advisors, Chandlers Ford financial advisors, North Baddesley financial advisors, Chilworth financial advisors, Ampfield financial advisors, Shawford financial advisors, Bishopstoke financial advisors and more.

Eastleigh Financial Advice Services

Find a Financial Advisor in Eastleigh Here
Financial Advice Enquiries in Eastleigh Hampshire (023)
  • Eastleigh Life Insurance Advice
  • Eastleigh Trustee Investments
  • Eastleigh Financial Services
  • Eastleigh Investment Advice
  • Eastleigh Wealth Management
  • Eastleigh Financial Advice Quotations
  • Eastleigh Corporate Financial Advice
  • Eastleigh Pension Advice
  • Eastleigh Mortgage Advice
  • Eastleigh Independent Financial Advice
  • Eastleigh Cheap Financial Advice
  • Eastleigh Estate Planning
  • Eastleigh Tax Advice
  • Eastleigh Retirement Advice

Financial Advisors Around Eastleigh: Financial advisors were recently necessary for folks living in Cranford Gardens, Brunswick Road, The Recess, Dean Road, Chickenhall Lane, Tristram Close, Dutton Lane, The Ridings, Bramblegate, Ashton Place, St Austell Close, Blenheim Close, Desborough Road, The Drove, Stinchar Drive, Torre Close, Alexandra Road, Chilham Close, Tyne Close, Brownhill Gardens, Beechwood Close, Augustus Way, Birch Grove, Carne Close, The Haven, Scotter Road, Castlewood and these Eastleigh postcodes: SO50 0ST, SO50 0JD, SO50 4BZ, SO50 0FY, SO50 4BQ, SO50 4BP, SO50 4GU, SO50 0SN, SO50 0LA, SO50 4EX.

If you need local Eastleigh information click here

Independent financial advisor in SO50 area, (dialling code 023).

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