Financial Advisor Eastwood

Eastwood Independent Financial Advice & Investment

Financial Advisor Eastwood Nottinghamshire (NG16): Finding a good financial advisor advisor in the Eastwood area can be a challenging experience, especially if you're needing financial advice for the first time. Whether you're looking for investments, mortgage, pension or even insurance advice, all professional financial advisors have one thing in common; they all have to stick to the regulations set by the Financial Conduct Authority. This comes with various guarantees, so after getting advice from a FCA authorised financial advisor in Eastwood, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if if things go awry.

Free Eastwood Financial Advisor Quotes

When selecting a financial advisor in Eastwood, a decent place to begin could be friends and relations, but you must keep in mind that your situation may not be in line with 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 personalised to your specific circumstances. It pays to talk with at least three different companies when you're considering a financial advisor, since this is a big decision, and you will be looking to find one that you can trust and feel comfortable with, and at the same time explore the options they offer.

Financial Advisor Eastwood Nottinghamshire (NG16)

When you're looking to pick a financial advisor in Eastwood, there are 2 main types; restricted advisors and independent financial advisors (IFA). Offering a broader range of options, an independent financial advisor should not be limited to a single company's products or services. Independent financial advice should be provided in an impartial way and across the full spectrum of financial products and companies. Using an IFA should enable you to select from the widest possible array of products. A restricted financial advisor might be focused on an individual product, such as a mortgage advisor, or be limited to products and services from a particular company.

The FCA demands that any Eastwood financial advisor must discuss their charges with you, before accepting you as a client. In accordance with the services you are interested in, you could be charged a set fee, by the hour or perhaps even a slice of your investment value. You may be offered the chance of a free initial consultation to enable you to discuss your aims and determine whether the advisor is a good fit for your circumstances. In some larger Eastwood firms, you could find that your account is being managed by a team rather than an individual.

Financial Advisors Eastwood UK (01773)

Before any actual financial advice is handed out you'll be required to fill in a confidential disclosure form, called a "Fact Find" document, which tells the advising firm about your financial situation and targets. To provide details about the financial advisor, their status to offer restricted or independent advice and their range of permissions in the financial sector, you will also be handed a Key Facts or Initial Disclosure Document. Your legal rights should also be laid out in this document, along with the possible options you can take if you need to complain because you're not happy with the service you're given. It should describe what you're signing up for, and any possible benefits and risks that exist if you decide to take the offered advice, and it must be set down in plain English. This document should also inform you of the cooling-off period. Within a specific period of time, this allows you to cancel your agreement with the financial advisor.

The first time you're speaking with your financial advisor make sure you check what qualifications and experience they have. After all you are about to entrust your financial wellbeing to their expertise, so you should not be self-conscious about asking these questions. All financial advisors in Eastwood must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. If your advisor's name doesn't show up on the Financial Services Register, you should not panic, the firm the person works for will almost certainly be on the register and their staff will be covered by the legislation. The individual can still offer financial guidance as opposed to advice, if these can't be presented. Guidance is somewhat different to advice as it is not regulated, and if errors occur there will probably be no recourse to either party.

Financial Advisor Quotes in Eastwood Nottinghamshire

If you are needing advice on investments you'll be asked the amount of risk you're comfortable with. Many investments carry some element of risk, but higher risk investments could offer better rewards, and also more likelihood of losing some or all of your funds. In order to get the best financial and investment advice, your savings goals will have to be considered, i.e. how much cash you want to invest, long or short term investments and how quickly you need access to your funds. "How much can you afford to lose?" Is the one question that you really need to ask yourself. Generally known as your capacity for loss, this will very likely have an effect on products and services that you are offered.

Financial Advice Near Eastwood Nottinghamshire

If you've already got any existing mortgages, regular payments, savings accounts or investments, you must tell your financial advisor about these. To ensure that you get the most suitable advice for you, they need to gather a clear and full 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 smart financial advice should encompass. A competent financial advisor in Eastwood will have the knowledge of the best products to consider, which match your goals and your financial situation.

Communicating in the clearest way possible, your financial advisor will unveil the complex world of finance and investment. You should be able to make an informed decision after you have learned about the various services and products that meet your needs. If environmental issues are at the forefront of your mind, you could even ask that ethical savings and investment schemes take precedence. This will allow you to support businesses and firms which match your concerns, e.g. renewable energy or zero carbon, or perhaps steering clear of companies that do not meet your standards.

Having constant interactions with a financial advisor in Eastwood could create issues with your work life and other responsibilities. Face-to-face meetings can be augmented with telephone calls and video conferencing to enable you to seek advice at times that suit you. Home and remote working is now so common, and any experienced financial advice firm in Eastwood will have rigorous measures in place to keep your details secure and confidential, even if you hardly ever have an in-person meeting with your advisor.


Investment values could drop as well as rise, and this is a factor that you need to keep in mind. It can be incredibly stressful and frustrating if your investment isn't making as much money as you hoped for. A downward trend in your investment is not a recognised cause for complaint, unless your financial advisor has given you misleading or incorrect information.

Independent Financial Advisor Near Eastwood (NG16)

Any disputes should commence with the company's official complaints procedure as indicated in the Key Facts Document. You can tell the Financial Ombudsman about the issue if it remains unresolved within the timeframe laid down by the regulating authority, and the advisor is a member of the Financial Conduct Authority.

The Financial Ombudsman will independently review the cause of the complaint and come to a decision. If it is found that the complaint is justified, a decision is made on how the client can be financially compensated. Once the ruling is agreed on by the customer it becomes a legally binding decision that the advisor and their company, must comply with. The Financial Ombudsman will also take into consideration any distress, trouble, inconvenience and annoyance caused to the customer during the dispute, and set the level of compensation proportionately.

Book a Financial Advisor in Eastwood UK

Financial advice can be provided in Eastwood and also in nearby places like: Westwood, Ironville, Old Basford, Selston, Bulwell, Giltbrook, Ripley, Awsworth, Newthorpe, Nottingham, Langley Hill, Nutall, Underwood, Greasley, Hucknall, Watnall, Broxtowe, Shipley, Brinsley, and in these postcodes NG16 3FZ, NG16 3FJ, NG16 3EY, NG16 3GD, NG16 3ES, NG16 1RU, NG16 3GL, NG16 3AX, NG16 3AN, NG16 3EW. Local Eastwood financial advisors will probably have the postcode NG16 and the telephone code 01773. Click on the "enquiry" form or banner to get specifics of financial advisors in your location.

Eastwood Financial Advice Services

Financial Advice Tasks Eastwood

There are a number of different services which are provided by your local Eastwood financial advisor including stakeholder pensions, equity release advice Eastwood, investment bonds, general financial planning, cash flow modelling, pension drawdowns in Eastwood, pension planning, offshore investment advice, investment advice, wealth management & investments, trusts, pension reviews Eastwood, investment planning, independent financial advice, portfolio management in Eastwood, financial analyst services in Eastwood, retirement advice Eastwood, will writing services, mutual funds in Eastwood, annuity purchase Eastwood, life assurance in Eastwood, corporate financial planning Eastwood, family income benefit, pension consolidation, cashflow analysis, and lots more.

Financial Advice Enquiries Nottinghamshire

Nottinghamshire Financial Advice Enquiries

Latest Nottinghamshire financial advice enquiries: Macie Mcavoy from Bingham, Nottinghamshire recently asked for information on investment bonds. Ella-Louise and Salman Newton from Harworth, Nottinghamshire recently asked for information on equity release. Elis Howe and Maisey Howe from Lambley recently enquired about mortgage advice. Mr and Mrs Chilvers from Greasley recently enquired about life assurance. Ayesha Sanderson from Selston recently enquired about family income benefit. Felix Laurie and Isra Laurie from Radcliffe on Trent, Nottinghamshire recently asked for information on investment bonds. Alina Peacock and Connor Peacock from Beckingham, Nottinghamshire recently enquired about financial planning. Mr and Mrs Prevost from Mansfield Woodhouse recently asked for information on investment bonds.


Financial Advisors Near Eastwood

Also find: Nutall financial advisors, Ripley financial advisors, Giltbrook financial advisors, Awsworth financial advisors, Selston financial advisors, Langley Hill financial advisors, Bulwell financial advisors, Nottingham financial advisors, Westwood financial advisors, Hucknall financial advisors, Greasley financial advisors, Watnall financial advisors, Shipley financial advisors, Broxtowe financial advisors, Underwood financial advisors, Newthorpe financial advisors, Ironville financial advisors, Brinsley financial advisors, Old Basford financial advisors and more.

Eastwood Financial Advice Services

Find a Financial Advisor in Eastwood Here
Financial Advice Enquiries in Eastwood Nottinghamshire (01773)
  • Eastwood Pension Advice
  • Eastwood Cashflow Analysis
  • Eastwood Financial Advice
  • Eastwood Trustee Investments
  • Eastwood Mortgage Advice
  • Eastwood Cheap Financial Advice
  • Eastwood Financial Services
  • Eastwood Life Insurance Advice
  • Eastwood Retirement Planning
  • Eastwood Investment Advice
  • Eastwood Corporate Financial Planning
  • Eastwood Estate Planning
  • Eastwood Inheritance Advice
  • Eastwood Tax Advice

More Eastwood Services: Undoubtedly, whenever you happen to be looking at your finances in Eastwood, Nottinghamshire, you are likely to be in need of all sorts of different services and as well as a financial advisor in Eastwood, Nottinghamshire, you might additionally need wills in Eastwood, accountants in Eastwood, solicitors in Eastwood, mortgage brokers in Eastwood, contracts lawyers in Eastwood, bookkeeping in Eastwood, banruptcy lawyers in Eastwood, family lawyers in Eastwood, debt recovery & collection in Eastwood, mortgage advice in Eastwood, property law & conveyancing in Eastwood, business financial planning in Eastwood, payroll services in Eastwood, tax preparation in Eastwood, estate planning in Eastwood, investment advisors in Eastwood, business consulting in Eastwood, and other different Eastwood experts.

Financial Advisors Around Eastwood: Some Eastwood areas and roads where financial advice has recently been given - Grosvenor Road, William Avenue, Moorfields Avenue, Princes Street, Comet Drive, Newmanleys Road (south), Metcalf Road, Abbey Road, Norman Drive, Vale Close, Seymour Road, Edward Road, Dawson Close, Chapel Street, The Sycamores, Wroughton Court, Swift Court, Coppice Drive, Fern Crescent, Wyvern Close, Scargill Avenue, Sutton Court, Chewton Street, Sudbury Mews, Walker Street, as well as the following Eastwood area postcodes: NG16 3FZ, NG16 3FJ, NG16 3EY, NG16 3GD, NG16 3ES, NG16 1RU, NG16 3GL, NG16 3AX, NG16 3AN, NG16 3EW.

If you need local Eastwood information take a look here

Independent financial advisor in NG16 area, and dialling code 01773.

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