Financial Advisor Glasgow

Glasgow Independent Financial Advice & Investment

Financial Advisor Glasgow Scotland (G1): Finding a decent independent financial advisor in Glasgow can be a challenging experience, particularly if you're needing financial advice for the first time. Whether it's pensions, mortgage, investment or even insurance advice that you're looking for, there is one common rule for all qualified financial advisors; they all have to adhere to Financial Conduct Authority (FCA) regulations. Any advice given from a FCA approved financial advisor in Glasgow comes with guarantees that should things go awry, you have access to the Financial Services Compensation Scheme or the Financial Ombudsman.

Free Glasgow Financial Advisor Quotes

Recommendations from friends and neighbours can be a good starting point in choosing a financial advisor in Glasgow, but bear in mind that their circumstances could be different to the kind of advice you're looking for. Financial advice needs to be individually tailored to your unique circumstances, and you'll discover that some financial advisors might not be suitable for your requirements. To investigate the various options that they are offering and find a financial advisor that you feel comfortable with and can trust, it pays to chat to at least three different companies, because selecting a financial advisor is a major decision.

Financial Advisor Glasgow Scotland (G1)

There are 2 principal kinds of financial advisor in Glasgow; independent financial advisors (IFA) and restricted advisors. The benefit of using an independent financial advisor is that they won't be limited to a single company's products and services, and can offer a broader range of options. Covering the whole spectrum of financial companies and products, independent financial advice must be given in an unbiased and impartial way to customers. This will enable you to pick from the broadest range of services to meet your needs. If you use a restricted advisor you'll soon realise that they could be restricted to products and services of one particular firm, or as in the case of a mortgage advisor, will only be concerned with one product.

Before taking you on as a client, any financial advisor in Glasgow must discuss their charges with you, as required by the FCA. You may be charged a set fee, by the hour or maybe even a specific percentage of your investment, determined by kind of services you require. To allow you to discuss your goals and see if the advisor is the proper choice for you and your situation, a free initial consultation may be offered. If you use one of the larger Glasgow companies, your account may be looked after by a team of advisors rather than a single individual.

Financial Advisors Glasgow UK (0141)

To outline your financial situation and goals to the advising firm, you'll be required to fill out a "Fact Find" document, which is a confidential disclosure form. A Key Facts Document, or Initial Disclosure Document will also be given to you, providing details about the financial advisors themselves, outlining their scope of permissions in the financial market and their status to offer restricted or independent advice. If you aren't satisfied with the service, and wish to complain, this document should also lay out your legal rights and the options you can take. It should be written in plain English and detail what you are signing up for, and any potential risks and benefits that exist should you opt to take the offered advice. You'll find the amount of cooling-off period in the Key Facts Document. This permits you to have a change of heart within a certain period of time, and cancel your agreement with the financial advisor.

You need to check the experience and qualifications of your financial advisor when you first speak to them. After all you are on the verge of entrusting your financial wellbeing to their expertise, so you must not be embarrassed about asking these questions. Every Glasgow financial advisor must be able to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. If the advisor's name does not appear on the Financial Services Register, you don't need to stress, the firm the person works for will almost certainly be on the register and their advisors are all covered by the regulations. The individual may still offer financial guidance as opposed to advice, if these cannot be provided. In financial terms guidance is somewhat different to advice and isn't regulated in the same way. Therefore there is no recourse for the client if financial blunders occur.

Financial Advisor Quotes in Glasgow Scotland

If it's investments that you're interested in, your advisor will question you about the level of risk you are prepared to accept with your hard-earned cash. Many investments carry some element of risk, but high risk investments could potentially offer higher rewards, but also more likelihood of losing your cash. Your savings objectives will need to be carefully considered if the best investment and financial advice is to be given, i.e. how rapidly you need access to your funds, how much you wish to invest and short or long term investments. The one question that you should ask yourself, which is usually ignored, is how much you can afford to lose. Commonly called your 'capacity for loss', this will most likely have an effect on products and services that you're offered.

Financial Advice Near Glasgow Scotland

You need to tell your financial advisor about your existing mortgages, investments, regular outgoings or personal savings. To ensure that you get the best advice for you, they need to have a clear and full picture of your finances. Good quality financial advice should include diversifying your investments and savings by spreading the risk load across a number of different products. A certified financial advisor in Glasgow will be aware of the best areas to consider, which mirror your goals and your financial situation.

Communicating in the clearest way possible, your financial advisor will lay bare the complex world of investment and finance. After learning about the products and services which meet your needs, you should be able to come to an informed and intelligent decision. You can maybe ask your financial advisor only to choose ethical investments and savings. This does not just give you investment possibilities, but also allows you to support zero carbon or green energy projects, and stay clear of businesses that do not share the same values.

Working closely with a financial advisor in Glasgow can be challenging to manage around your work life and other responsibilities. To allow you to seek advice at a time to suit you, one-on-one appointments can be augmented with telephone and video conferencing. Home and remote working is now a large part of our society, and an experienced financial advice firm in Glasgow will have stringent measures in place to keep your details secure and confidential, even if you hardly ever have an in-person meeting with your advisor.

COMPLAINTS

Investments can be a volatile area, and their values can fall as well as rise. If your investment is not making the amount of money you hoped for, it can be extremely stressful and demoralising. A downward spiraling of your investment isn't seen as a grounds for complaint, unless your advisor has supplied you with misleading or wrong information.

Independent Financial Advisor Near Glasgow (G1)

As laid out in the Key Facts Document, any disputes should commence with the company's official complaints procedure. If the issue is unresolved within the period set out by the regulating body, and the advisor is registered with the FCA, you can advise the Financial Ombudsman.

The Financial Ombudsman will look into the cause for complaint and make a ruling. If it's found that the complaint is legitimate, a decision is made on how the client can be compensated. Once agreed on by the customer, the ruling becomes a legally binding one, and the financial advisor and their company must comply with it. Any upset, inconvenience, hassle and distress caused to the client during the process, will be accounted for when the Financial Ombudsman establishes the level of compensation.

Book a Financial Advisor in Glasgow UK

Financial advice can be provided in Glasgow and also in: Patrick, Laurieston, Maryhill, Strathbungo, Gorbals, Springburn, Rutherglen, Kinning Park, Govan, Pollokshields, Anderston, Bishopbriggs, Dennistoun, Oatlands, Kevinhaugh, Bearsden, Hillhead, as well as in these postcodes G1 1GX, G1 1AB, G1 1UG, G1 1XU, G1 2DW, G1 1RS, G1 1GA, G1 1SL, G1 1SH, G1 2NP. Local Glasgow financial advisors will probably have the postcode G1 and the telephone code 0141.

Scotland Financial Advisors

Advisers Scotland Glasgow Services Financial Advisor Financial Advisor Advisors 0141 Financial Advice G1 Investment Advice

Around Scotland you will likewise find: Inchture financial advisors, Carnwath investment advisors, Newtonmore financial advisors, Elderslie investment advice, Ballingry financial advisors, Whitecraig investment advisors, Banavie investment advisors, Chryston investment advice, Kinross financial advisors, Longside financial advisors, Ladybank financial advisors, Alyth financial advisors, Bishopbriggs financial advisors, Windygates financial advisors, Aboyne financial advice, Wigtown investment advice, Kirriemuir financial advisors, Largs investment advice, Newarthill investment advice, Sandbank investment advice, Carronshore financial advisors, Dunkeld financial advisors, Menstrie financial advisors, Milnathort financial advice, Blantyre financial advisors, Girvan financial advice, Cullen investment advisors, Inverkip financial advice, Chryston financial advisors, Blantyre investment advisors.

Glasgow Financial Advice Services

Financial Advice Tasks Glasgow

There is a wide range of services that are provided by your local Glasgow financial advisor including cashflow analysis in Glasgow, independent financial advice, ISA's Glasgow, annuities Glasgow, business planning Glasgow, bridging finance Glasgow, annuity purchases in Glasgow, mortgage advice Glasgow, wealth management & investments Glasgow, personal financial planning Glasgow, trustee investment services in Glasgow, life insurance advice, long term care fee advice, family income benefit, pension reviews in Glasgow, investment planning in Glasgow, pension plans in Glasgow, financial planning, retirement plans, life assurance in Glasgow, portfolio management, inheritance tax planning, stakeholder pensions Glasgow, investment advice, corporate bonds, and more.

GLASGOW FINANCIAL ADVISOR QUOTES

Financial Advisors Near Glasgow

Also find: Kevinhaugh financial advisors, Springburn financial advisors, Patrick financial advisors, Oatlands financial advisors, Dennistoun financial advisors, Maryhill financial advisors, Hillhead financial advisors, Govan financial advisors, Anderston financial advisors, Strathbungo financial advisors, Bishopbriggs financial advisors, Bearsden financial advisors, Rutherglen financial advisors, Laurieston financial advisors, Kinning Park financial advisors, Gorbals financial advisors, Pollokshields financial advisors and more.

Glasgow Financial Advice Services

Find a Financial Advisor in Glasgow Here
Financial Advice Enquiries in Glasgow Scotland (0141)
  • Glasgow Pension Advice
  • Glasgow Financial Services
  • Glasgow Corporate Financial Planning
  • Glasgow Retirement Planning
  • Glasgow Wealth Management
  • Glasgow Mortgage Advice
  • Glasgow Investment Advice
  • Glasgow Estate Planning
  • Glasgow Financial Advice Quotations
  • Glasgow Financial Advice
  • Glasgow Cashflow Analysis
  • Glasgow Life Insurance Advice
  • Glasgow Tax Advice
  • Glasgow Inheritance Advice

Financial Advisors Around Glasgow: Households in Mosspark Square, Craigmuir Crescent, Possil Road, Cloverbank Gardens, Staffin Street, Dunearn Street, Blackhill Road, Broomloan Road, Rothes Place, Clyde Place, Sannox Gardens, Lethamhill Crescent, Garscadden Road, Seaward Street, Incholm Street, Heron Street, Ravenshall Road, Shields Road, Leader Street, Prince Albert Road, Main Street, McPherson Street, Kerr Drive, Harhill Street, Kinarvie Gardens, Seath Street, Laggan Road, Falcon Terrace Lane, Craigbarnet Crescent, Cresswell Street, have needed financial advice recently. Financial advisors have also been active in these Glasgow area postcodes: G1 1GX, G1 1AB, G1 1UG, G1 1XU, G1 2DW, G1 1RS, G1 1GA, G1 1SL, G1 1SH, G1 2NP.

More Glasgow Services: Obviously, whenever you happen to be looking at your finances in Glasgow, Scotland, you'll probably need all kinds of different services and apart from a financial advisor in Glasgow, Scotland, you may also need family lawyers in Glasgow, wills in Glasgow, tax preparation in Glasgow, estate planning in Glasgow, bookkeepers in Glasgow, solicitors in Glasgow, property law & conveyancing in Glasgow, debt recovery & collection in Glasgow, mortgage advice in Glasgow, contracts lawyers in Glasgow, mortgage brokers in Glasgow, business financial planning in Glasgow, business consulting in Glasgow, investment advisors in Glasgow, accountants in Glasgow, payroll services in Glasgow, banruptcy lawyers in Glasgow, and other different Glasgow experts.

To find local information on Glasgow, Scotland click here

Glasgow Financial Advisor Jobs: Get financial adviser jobs in Glasgow here: Glasgow Financial Advisor Jobs

Independent financial advisor in G1 area, telephone code 0141.

TOP - Financial Advisor Glasgow

Mortgage Advice Glasgow - Independent Financial Advisor Glasgow - Pension Advice Glasgow - Investment Advisors Glasgow - Financial Advice Quotes Glasgow - Business Financial Advice Glasgow - 0141 - G1 - Financial Advisor Near Glasgow

HOME - FINANCIAL ADVISORS UK