Financial Advisor Englefield Green

Englefield Green Independent Financial Advice & Investment

Financial Advisor Englefield Green Surrey (TW20): It can be an intimidating experience trying to locate a decent financial advisor advisor in the Englefield Green area, especially if it is the very first time that you're needing financial advice. However, all professional financial advisors have one thing in common; they must all conform to the regulations of the FCA (Financial Conduct Authority), whether you are looking for investment, pensions, mortgage or even insurance guidance. The benefit of this is that should a financial advisor who is FCA certified give you poor quality advice, and things go wrong, you've got guarantees, and are able to get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman Scheme to get things put right.

Free Englefield Green Financial Advisor Quotes

Recommendations from friends and family can be a good starting point in selecting a financial advisor in Englefield Green, but keep in mind that their circumstances might be different to what you are looking for. Any advice they provide should be personalised to your particular circumstances, and not every financial advisor is suitable for everyone. To explore the options they can provide and find a financial advisor you feel comfortable with and can trust, it pays to chat to at least 3 different firms, because after all picking a financial advisor is a major decision.

Financial Advisor Englefield Green Surrey (TW20)

When it comes to picking a financial advisor in Englefield Green, there are essentially two principal types; independent financial advisors (IFA) and restricted advisors. Offering a wider range of options, an IFA should not be limited to the products or services of just one provider. Independent financial advice must cover the entire gamut of financial products and companies, and must be offered in an impartial way. If you opt to use an IFA, you'll be able to select from the broadest possible range of products, so as to find the perfect solution for your needs. A restricted financial advisor might be limited to products and services from a particular company, or might even focus on a specific product, as you might find with a mortgage advisor.

The Financial Conduct Authority demands that any financial advisor must fully discuss their charges with you, before taking you on as a client. Although it varies determined by the kind of product you require, there could be an hourly rate, a set fee, or you might even be charged a specific percentage of what you're investing. You may be offered the possibility of a free preliminary consultation to allow you to discuss your aims and find out if the advisor is the correct fit for you and your situation. Your account might be looked after by a team as opposed to one individual advisor, if you elect to go to one of the bigger firms in Englefield Green.

Financial Advisors Englefield Green UK (01784)

You'll need to fill in a "Fact Find" document, which is a confidential disclosure form relating your financial situation and aims to the advising firm. You will also be given an Initial Disclosure, or Key Facts Document, which provides details about the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial sector. This document should also set down your rights and the options you can take if you're not satisfied with the service provided, and would like to complain. It should detail what you're signing up for, and any potential risks and benefits should you choose to take the advice offered, and it must be laid out in plain language. The level of cooling-off period should also be fully explained in this Key Facts Document. This enables you to cancel the agreement within a certain period of time, and whenever any penalty charges are incurred.

When speaking with the financial advisor initially ensure that you check their qualifications and experience. After all you're about to entrust your long-term financial wellbeing to their skill, so you should not be self-conscious about asking these questions. Every Englefield Green financial advisor must present an annual Statement of Professional Standing, and must hold at least a Level 4 qualification. Don't stress if your particular financial advisor's name does not appear on the Financial Services Register, as long as the company is listed on the register, their staff are covered by the legislation. If these can't be presented the person may still offer financial guidance as opposed to advice. Guidance differs to advice as it isn't regulated in the same way, and if mistakes are made there will probably be no recourse to either party.

Financial Advisor Quotes in Englefield Green Surrey

If it is investing money that you are interested in, your advisor will enquire about the level of risk you might be ready to take on with your hard-earned money. Bigger rewards may be possible with high risk investments, however you could also lose all or some of your cash. The best investment and financial advice should take into account your savings goals, i.e. short or long term investments, how much capital you want to invest and how rapidly you need to access your money. The one question that you should ask of yourself, which is often ignored, is just how much you can actually afford to lose. Referred to as your 'capacity for loss', this will most likely influence the products and services that you're offered.

Financial Advice Near Englefield Green Surrey

If you have already got any current regular outgoings, personal savings, mortgages or investments, you should let your financial advisor know about these. To make certain that you receive the most suitable advice for you, they need a full and clear picture of your finances. Reliable financial advice should allow for diversifying your investments and savings by spreading the risk across different products. A competent financial advisor in Englefield Green will have the knowledge of the best areas to consider, which mirror your goals and your financial situation.

Communicating in the plainest speech possible, your financial advisor will reveal the multifaceted world of investment and finance. After learning about the various products and services which meet your needs, you should be able to make an informed and considered decision. If the environment is important to you, you could maybe ask that ethical investments and savings take top priority. This will allow you to support companies and organisations which match your concerns, i.e. zero carbon or renewable energy, or perhaps keeping away from corporations that do not meet your standards.

Having constant interactions with your financial advisor in Englefield Green could create issues with your work and other commitments. To enable you to get advice at times that suit you, one-on-one meetings can be supplemented with telephone calls and video conferencing. A competent financial advice firm in Englefield Green will have rigorous measures in force to ensure your details are kept confidential and secure, even if you rarely have a one-on-one meeting with your advisor, because remote and home working is now so common.


Investments can just as easily go down as well as up, as the financial world can be a volatile one. If your investment fails to make the amount of money you were hoping for, it can be incredibly worrying and demoralising. A downward spiral in your investment isn't seen as a grounds for complaint, unless your financial advisor has given you misleading or wrong information.

Independent Financial Advisor Near Englefield Green (TW20)

As outlined in the Key Facts Document, any grievances should start out with the company's complaints procedure. You can inform the Financial Ombudsman of the issue if it is unsolved within the time schedule stipulated by the regulating body, and the financial advisor is a member of the Financial Conduct Authority.

The Financial Ombudsman will make a ruling after independently reviewing the cause for complaint. A decision is made on how to rectify the situation or financially compensate the client, if the complaint is upheld. Once the decision is accepted by the customer it becomes a legally binding decision which the financial advisor and their company, must comply with. The Financial Ombudsman will also take into account any annoyance, trouble, inconvenience and distress caused to the client during the dispute, and fix the level of compensation proportionately.

Book a Financial Advisor in Englefield Green UK

Financial advice can be provided in Englefield Green and also in: Virginia Water, Bishops Gate, Winkfield, Lyne, Sunningdale, Wraysbury, Egham, Staines-upon-Thames, Thorpe, Coopers Hill, Old Windsor, Ashtead, Laleham, Stanwell, Egham Wick, Thorpe Green, Sunninghill, together with these postcodes TW20 0PQ, TW20 0SD, TW20 0ST, TW20 0JS, TW20 0HN, TW20 0SB, SL4 2HP, TW20 0EB, TW20 0LB, TW20 0RY. Locally based Englefield Green financial advisors will probably have the postcode TW20 and the dialling code 01784. Checking this out can confirm you're accessing locally based financial advisers. Englefield Green home and business owners will be able to utilise these and numerous other related services.

The Day to Day Tasks of a Financial Advisor

  • A financial advisor thrashes out advantageous deals with with financial product providers.
  • A financial advisor works with associates to collect statistics, market information and trends.
  • A financial advisor produces financial reports.
  • A financial advisor keeps detailed records of potential transactions and customers.
  • A financial advisor provides education, consultation and counselling regarding investments and finances.
  • A financial advisor updates clients concerning their investments.
  • A financial advisor keeps fully up to date with new financial products and law changes.
  • A financial advisor meets performance and sales targets.
  • A financial advisor researches financial products and explains them simply and clearly to clients.
  • A financial advisor talks to customers about their plans and finances.

Englefield Green Financial Advice Services

Financial Advice Tasks Englefield Green

There is a wide range of services that are provided by your local Englefield Green financial advisor including personal protection Englefield Green, ethical investment advice, equity release in Englefield Green, pensions in divorce, cashflow analysis, familt controlled trusts, corporate financial planning Englefield Green, wealth management & investments Englefield Green, pension reviews, offshore investment advice Englefield Green, family income benefit Englefield Green, mortgage services, corporate bonds in Englefield Green, saving for children, investing an inheritance, inheritance tax planning, general financial planning in Englefield Green, investment reviews, life assurance advice, bereavement benefits, stakeholder pension advice Englefield Green, unit trusts Englefield Green, critical illness cover, investment bonds Englefield Green, long term care fee planning Englefield Green, business planning, life insurances, annuity purchase, savings advice Englefield Green, financial advice services, and more. Listed are just an example of the duties that can be undertaken by a financial advisor. Englefield Green professionals will be delighted to keep you abreast of their whole range of financial services.

Surrey Financial Advice Enquiries

Financial Advice Enquiries Surrey

Recent Surrey financial advice enquiries: Maryam Mullen and Miles Mullen from Great Bookham, Surrey recently asked about mortgage advice. Iyla Reeve and Macsen Reeve from Brookwood, Surrey recently asked about investment bonds. Mr and Mrs Schofield from Lyne recently asked for information on financial planning. Ella Atherton and Elwood Atherton from Bisley recently asked for information on investment bonds. Ayden Sneddon in Haslemere recently enquired about mortgage advice. Spencer Byrne from Badshot Lea recently asked for information on offshore investments. Dana Platt in West Clandon recently asked for information on pensions. Kobie and Alyssa Winfield in Egham, Surrey recently asked for information on mortgages. All these local people searched for "Garden Fencing Surrey" and came across this web page on Google or some similar search engine.


Financial Advisors Near Englefield Green

Also find: Winkfield financial advisers, Wraysbury financial advisers, Sunninghill financial advisers, Thorpe Green financial advisers, Thorpe financial advisers, Ashtead financial advisers, Egham financial advisers, Virginia Water financial advisers, Bishops Gate financial advisers, Old Windsor financial advisers, Staines-upon-Thames financial advisers, Sunningdale financial advisers, Lyne financial advisers, Laleham financial advisers, Egham Wick financial advisers, Coopers Hill financial advisers, Stanwell financial advisors and more. The majority of these villages and towns are covered by local financial advisers. Englefield Green residents can get financial advice quotations by going here.

Englefield Green Financial Advice Services

Find a Financial Advisor in Englefield Green Here
Financial Advice Enquiries in Englefield Green Surrey (01784)
  • Englefield Green Retirement Planning
  • Englefield Green Life Insurance Advice
  • Englefield Green Mortgage Advice
  • Englefield Green Independent Financial Advice
  • Englefield Green Estate Planning
  • Englefield Green Financial Services
  • Englefield Green Financial Advice Quotes
  • Englefield Green Tax Advice
  • Englefield Green Cashflow Analysis
  • Englefield Green Pension Advice
  • Englefield Green Cheap Financial Advice
  • Englefield Green Trustee Investments
  • Englefield Green Inheritance Advice
  • Englefield Green Investment Advice

More Englefield Green Services: Obviously, whenever you are looking at your finances in Englefield Green, Surrey, you will probably be in need of all sorts of different services and together with a financial advisor in Englefield Green, Surrey, you may additionally need estate planning in Englefield Green, solicitors in Englefield Green, bookkeepers in Englefield Green, business financial planning in Englefield Green, mortgage brokers in Englefield Green, banruptcy lawyers in Englefield Green, contracts lawyers in Englefield Green, business consulting in Englefield Green, property law & conveyancing in Englefield Green, investment advisors in Englefield Green, wills & probate in Englefield Green, debt recovery & collection in Englefield Green, payroll services in Englefield Green, mortgage advice in Englefield Green, family lawyers in Englefield Green, tax preparation in Englefield Green, accountants in Englefield Green, and other different Englefield Green experts.

Financial Advisors Around Englefield Green: Financial advice has recently been provided in the following Englefield Green roads - Ravenfield, Larchwood Drive, Windsor Road, Kings Lane, Heronfield, Ham Lane, Magna Road, Hanover Close, Almond Close, Castle Hill Road, Cherrywood Avenue, Chestnut Close, Brackendale Close, Southcroft, Pinehurst, St. David's Drive, Linden Court, Vegal Crescent, Blay's Lane, St Jude's Close, Laurel Avenue, Northcroft Villas, Ilex Close, Northcroft Close, Pine Way, as well as these Englefield Green area postcodes: TW20 0PQ, TW20 0SD, TW20 0ST, TW20 0JS, TW20 0HN, TW20 0SB, SL4 2HP, TW20 0EB, TW20 0LB, TW20 0RY. Folks in these areas recently requested help from a financial advisor. Englefield Green residents were given dependable and professional financial services in every case.

To read local Englefield Green information check here

Independent financial advisor in TW20 area, (dialling code 01784).

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(This financial advisor Englefield Green page was updated on 28-06-2022)