Financial Advisor Frimley

Frimley Independent Financial Advice & Investment

Financial Advisor Frimley Surrey (GU16): Finding a decent independent financial advisor in Frimley can be an intimidating experience, in particular if you are needing financial advice for the first time. Whether it's pensions, mortgage, investment or even insurance advice that you're looking for, there's one common rule for all professional financial advisors; they must all follow Financial Conduct Authority (FCA) regulations. Any advice given from a FCA certified financial advisor in Frimley comes with guarantees that if things go wrong, you have access to the Financial Ombudsman Scheme or the Financial Services Compensation Scheme.

Free Frimley Financial Advisor Quotes

Relatives and friends recommendations can be a decent starting point in choosing a financial advisor in Frimley, but remember that their needs might be different to what you're looking for. Their advice needs to be personalised to your specific circumstances, and every financial advisor is not suitable for everybody. To investigate the options they're offering and find a financial advisor you feel comfortable with and can trust, it pays to speak with at least 3 different firms, because choosing a financial advisor is a big decision.

Financial Advisor Frimley Surrey (GU16)

When it comes to picking a financial advisor in Frimley, there are basically 2 main types; independent financial advisors (IFA) and restricted advisors. The good thing about using an IFA is that they will not be confined to a single company's services and products, and can offer a broader range of options. Independent financial advice must be given in a frank and impartial way and should cover the whole spectrum of financial products and companies. Using an independent financial advisor should permit you to choose from the widest possible range of products. A restricted financial advisor could be concerned with an individual product, such as a mortgage advisor, or be limited to products and services from a particular firm.

Before any financial advisor accepts you as a client, they're required by the Financial Conduct Authority to tell you about their charges. You could be charged by the hour, a set fee or possibly even a specific percentage of your investment, based on product you're looking for. A free preliminary consultation might be offered, so that you can discuss your objectives and situation to find out if the advisor is the best fit. In some of the larger Frimley firms, you might find that your account is being managed by a team as opposed to an individual advisor.

Financial Advisors Frimley UK (01276, 01252)

You'll be required to fill out a "Fact Find" form, which is a confidential disclosure document relating your financial situation and ambitions to the advising company. You will also be given an Initial Disclosure, or Key Facts Document, which provides information on the financial advisor, their situation for offering restricted or independent advice and their range of permissions in the financial arena. This document will also make clear your own rights and the possible options you can take if you aren't satisfied with the service, and want to complain. It must be typed out in plain English and describe what you're signing up for, and any possible risks and benefits should you decide to accept the offered advice. The Key Facts Document will also inform you of the level of cooling-off period. This enables you to cancel the contract with your financial advisor within a certain number of days, and whenever any penalties are incurred.

Ensure that you check the experience and qualifications of the financial advisor when you first talk to them. Asking these questions should not be a cause for embarrassment, because after all you're about to entrust them with your financial wellbeing. Every Frimley financial advisor must 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 advisor's name doesn't show up on there; you will probably find the firm name, and that means the legislation covers all of their advisors. The person can still offer financial guidance rather than advice, if these cannot be provided. In financial terms guidance is different to advice and is not regulated in the same way. Therefore there is no recourse for the client if mistakes occur.

Financial Advisor Quotes in Frimley Surrey

You will be asked about the level of risk you're prepared to accept, if you are seeking advice on investments. Many investments carry some element of risk, but high risk investments could offer larger rewards, and also more chance of losing your cash. Your savings objectives must be considered if good quality financial and investment advice is to be given, i.e. how much money you want to invest, how quickly you need to access your money and short or long term investments. The one question that you should ask yourself, which is usually neglected, is how much money you can really afford to lose. This is commonly called your capacity for loss and might influence the products and services that may be offered to you.

Financial Advice Near Frimley Surrey

From the outset, it's crucial that you let your financial advisor know about any regular outgoings, mortgages, savings or investments that you currently have. This will provide a clear and full picture of your financial situation, without which the advice you get may not be the most appropriate for you. Good financial advice should allow for diversifying your savings and investments by spreading the risk load across various different products. So as to match your goals and financial situation, a competent financial advisor in Frimley will have the knowledge of the best products to consider.

A financial advisor will unmask the multifaceted world of finance, and converse in the clearest possible way. This will help you to compare products and services which meet your needs, and come to an informed decision. You can perhaps ask your financial advisor only to include ethical savings and investments. This will allow you to give your support to firms and businesses which match your concerns, i.e. zero carbon or renewable energy, or perhaps staying away from companies that don't meet your requirements.

Having a close working relationship with your financial advisor in Frimley could cause problems with your work and other responsibilities. To allow you to get advice at a time to suit you, one-on-one meetings can be augmented with video conferencing and telephone. An established financial advice company in Frimley will have strict measures in force to ensure your details are kept secure and confidential, even if you hardly ever have a face-to-face meeting with your personal advisor, because remote and home working is now so common.


You must understand that the financial world is a volatile sector, and investment values could just as easily drop as well as rise. If it just so happens that your investment is not making as much money as you hoped for, it can be an extremely disheartening and worrying time. A downward trend in your investment is not seen as a grounds for complaint, unless your financial advisor has given you misleading or incorrect information.

Independent Financial Advisor Near Frimley (GU16)

As indicated in the Key Facts Document, any disputes should start out with the firm's official complaints procedure. If your advisor is registered with the FCA, you can tell the Financial Ombudsman about the problem if it is unsolved within the time-frame stipulated by the regulating authority.

The Financial Ombudsman will look into 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 compensated. Once agreed on by the customer, the decision will become legally binding, and the advisor and their company must comply with it. Any inconvenience, upset, distress and hassle caused to the customer during the situation, will be considered when the Ombudsman sets the level of compensation.

Book a Financial Advisor in Frimley UK

Financial advice can be provided in Frimley and also in: Lightwater, College Town, Cricket Hill, Owlsmoor, Bagshot, Hawley, Crowthorne, Darby Green, Frimley Green, Camberley, Blackwater, West End, Deepcut, Yateley, Sandhurst, Bisley, Fox Lane, together with these postcodes GU15 2JY, GU16 8QB, GU16 8BX, GU16 8PB, GU16 8DH, GU15 1ER, GU16 7AF, GU16 7EB, GU16 8PW, GU16 7EQ. Locally based Frimley financial advisers will likely have the postcode GU16 and the telephone code 01276, 01252. Verifying this should confirm that you access locally based financial advisers. Frimley home and business owners will be able to utilise these and countless other related services.

Frimley Financial Advice Services

Financial Advice Tasks Frimley

There are a number of different services that can be provided by your local Frimley financial advisor including pension planning in Frimley, ISA's Frimley, familt controlled trusts, divorce financial planning, savings advice, personal protection, income protection advice Frimley, pensions in divorce, life assurance, equity release advice, corporate financial planning, cashflow planning Frimley, mutual funds, annuities, retirement planning, pension transfer advice, investment bonds, saving for children, annuity purchase Frimley, inheritance tax planning in Frimley, cash flow modelling in Frimley, family income benefit, multi-asset portfolios, investment consolidation advice, corporate bonds, financial advice services, pension reviews, will writing services Frimley, business protection, investing an inheritance, and lots more. Listed are just a few of the activities that can be handled by a financial advisor. Frimley professionals will let you know their whole range of services.


Financial Advisors Near Frimley

Also find: Owlsmoor financial advisers, Cricket Hill financial advisers, Crowthorne financial advisers, Frimley Green financial advisers, College Town financial advisers, Deepcut financial advisers, Lightwater financial advisers, Blackwater financial advisers, Bagshot financial advisers, Bisley financial advisers, Darby Green financial advisers, Fox Lane financial advisers, Sandhurst financial advisers, Hawley financial advisers, West End financial advisers, Camberley financial advisers, Yateley financial advisors and more. All these villages and towns are covered by local financial advisers. Frimley residents can get price quotes by going here.

Frimley Financial Advice Services

Find a Financial Advisor in Frimley Here
Financial Advice Enquiries in Frimley Surrey (01276, 01252)
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Financial Advisors Around Frimley: Households in Lendore Road, Braemar Close, Frith Hill Road, Maybury Close, Richmond Close, Croft Way, Melville Avenue, Stamford Avenue, Bret Harte Road, Leonard Close, Bassett Close, Broughton Mews, Partridge Close, Latham Avenue, Hawkswood Avenue, The Grove, Balmoral Drive, Yew Tree Walk, Purley Way, Ansell Road, Oakway Drive, Hollytree Gardens, The Cloisters, Cedar Lane, Shamrock Close, have needed financial advice recently. Financial advisors have also been active in the following Frimley area postcodes: GU15 2JY, GU16 8QB, GU16 8BX, GU16 8PB, GU16 8DH, GU15 1ER, GU16 7AF, GU16 7EB, GU16 8PW, GU16 7EQ. Folks in these local areas recently required help from a financial advisor. Frimley residents enjoyed the benefits of reliable and high quality financial services.

If you want local information regarding Frimley, Surrey check here

Independent financial advisor in GU16 area, and dialling code 01276, 01252.

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(This financial advisor Frimley article was checked and updated on 28-06-2022)