Financial Advisor Grantham

Grantham Independent Financial Advice & Investment

Financial Advisor Grantham Lincolnshire (NG31): It can be an intimidating experience trying to find a good independent financial advisor in the Grantham area, in particular if it's the very first time that you're needing financial advice. Nevertheless, all financial advisors are bound by one common rule; they must all follow the regulations laid down by the Financial Conduct Authority, regardless of whether you are searching for mortgage, investments, pensions or even insurance advice. Any advice given by a FCA approved financial advisor in Grantham comes with the guarantee that should anything go awry, you can contact the Financial Ombudsman Scheme or the Financial Services Compensation Scheme.

Free Grantham Financial Advisor Quotes

A decent starting point when picking a financial advisor in Grantham can be family and friends, but keep in mind that the kind of advice you are looking for could be somewhat different to theirs. Their advice needs to be adapted to your unique circumstances, and not every financial advisor is suitable for everybody. It is a good idea to talk to at least 3 different companies when you are selecting a financial advisor, as this is an important decision, and you'll be looking to find one that you can trust and feel at ease with, and at the same time explore the options they can provide.

Financial Advisor Grantham Lincolnshire (NG31)

There are 2 main types of financial advisor in Grantham; restricted advisors and independent financial advisors (IFA). The good thing about seeing an independent financial advisor is that they won't be confined to the services and products of just one provider, and can offer a more extensive range of options. Independent financial advice must be given in an impartial way and across the whole spectrum of financial companies and products. This will permit you to choose from the widest possible range of services to match your needs. If you go to a restricted financial advisor you will soon realise that they could be limited to products and services of a particular provider, or as in the case of a mortgage advisor, may only be involved with one individual product.

Before any financial advisor in Grantham 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 even a specific percentage of your investment value, according to type of product you're looking for. To discuss your objectives and determine whether the advisor is suitable for you and your situation, a free preliminary consultation could be offered. In some of the bigger Grantham companies, you might find that your account is managed by a team rather than an individual advisor.

Financial Advisors Grantham UK (01476)

You'll need to complete a "Fact Find" document, which is a confidential disclosure form relating your financial situation and aims to the advising firm. A Key Facts Document, or Initial Disclosure Document will also be given to you, to provide information about the financial advisors themselves, detailing the extent of their permissions in the financial sector and their status to offer independent or restricted advice. If you aren't satisfied with the service provided, and wish to complain, this document will also set down your own rights and the options you can take. It has to be simple to understand, written in plain language, and explain precisely what you are signing up for, together with the risks and benefits of taking the proffered advice. You will find the level of cooling-off period in this document. This permits you to change your mind within a certain time period, and cancel your agreement with the financial advisor.

The first time you are chatting with the financial advisor ensure that you check what experience and qualifications they have. Asking these questions should not be a cause for embarrassment, because after all you're about to entrust them with your financial wellbeing. Every financial advisor in Grantham must be able to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. When checking the Financial Services Register, you should not stress if your specific advisor's name does not appear on there; you ought to be able to find the firm name, and that means the legislation covers all of their employees. The individual can still offer financial guidance as opposed to advice, if these cannot be presented. In terms of finance guidance is somewhat different to advice and isn't regulated. Therefore there isn't any recourse for either party if financial mistakes arise.

Financial Advisor Quotes in Grantham Lincolnshire

If you're looking for advice on investing money you'll be asked about the level of risk you're comfortable with. High risk investments may offer larger rewards, but some or all of your money could be lost. Good quality investment and financial advice will take you savings aims into consideration, i.e. how quickly you need to access your funds, how much cash you want to invest and long or short term investments. The one question that you should ask of yourself, which is normally ignored, is just how much money you can afford to lose. Sometimes referred to as your capacity for loss, this will most likely have an effect on services and products that you're offered.

Financial Advice Near Grantham Lincolnshire

You'll want to let your financial advisor know about any current regular outgoings, investments, mortgage loans or savings accounts. To make certain that you receive the most suitable advice for you, they need to gather a full and clear picture of your finances. Spreading the risk across a number of different products by diversifying your investments and savings, is something that smart financial advice should allow for. So as to reflect your financial situation and goals, a competent financial advisor in Grantham will have the knowledge of the best products to consider.

A financial advisor will unveil the complex world of finance, and converse in as plain a speech as possible. After comparing the various products and services which match your needs, you should be in a position to make an informed and deliberative decision. If you are mind is firmly on the environment, you could perhaps ask your advisor to stick to ethical savings and investments. This doesn't just give you investment opportunities, but also enables you to lend your support to green energy or zero carbon projects, and stay clear of companies and businesses that don't share the same values that you do.

It is not always easy to work closely with a financial advisor in Grantham without this impacting your work day and other obligations. To allow you to get advice at a time to suit you, face-to-face meetings can be backed up with phone calls and video conferencing. Even if you never have a face-to-face meeting with your advisor, an experienced financial advice provider in Grantham will have stringent measures in place to ensure your details are kept secure and confidential, because working from home and remote working is now so common.


You must bear in mind that the financial world is an unpredictable sector, and the value of your investments could just as easily go down as well as up. If your investment fails to make as much money as you were hoping for, it can be extremely stressful and frustrating. However, unless it's due to misleading or wrong information from your financial advisor, a downward spiral in your investment is not seen as a grounds for complaint.

Independent Financial Advisor Near Grantham (NG31)

Any grievances should commence with the company's complaints procedure as indicated in the Key Facts Document. If the issue is unresolved within the time set out by the regulating body, and your financial advisor is a member of the FCA, you can advise the Financial Ombudsman.

After reviewing the cause of the complaint, the Financial Ombudsman will come to a decision on the issue. A decision is made on how to rectify or financially compensate the customer, if the complaint is upheld. The advisor and their firm must comply with any decision that's made by the Ombudsman, which becomes a legally binding decision once the customer has accepted it. The Financial Ombudsman will also take into account any inconvenience, upset, distress and hassle caused to the customer during the dispute, and establish the level of compensation accordingly.

Book a Financial Advisor in Grantham UK

Financial advice can be provided in Grantham and also in nearby places like: Belton, Bottesford, Sedgebrook, Manthorpe, Allington, Barrowby, Ropsley, Gonerby Hill Foot, Great Gonerby, Harlaxton, Great Pondon, Somerby Hill, Woolsthorpe, Muston, Stoke Rochford, and in these postcodes NG31 6AA, NG31 0HL, NG31 6JW, NG31 6JT, NG31 0BL, NG31 6DP, NG31 6ED, NG31 6BY, NG31 6ES, NG31 6HP. Local Grantham financial advisors will most likely have the postcode NG31 and the telephone dialling code 01476. Verifying this will confirm that you access local financial advisers. Grantham homeowners can utilise these and countless other comparable services. Click the "enquiry" form or banner to get information on financial advisors in your area.

Lincolnshire Financial Advisors

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In the Lincolnshire area you'll also find: Wyberton financial advice, Metheringham financial advice, Scampton investment advice, Scampton investment advisors, North Kelsey financial advisors, Waddington investment advice, Spalding financial advice, Wrangle financial advice, Ingham investment advice, Stamford investment advisors, Long Sutton financial advisors, Woodhall Spa investment advisors, Deeping St James financial advice, Stickney financial advisors, Ulceby financial advisors, Crowle financial advice, Tetney financial advisors, Wainfleet All Saints investment advisors, Barton Upon Humber investment advice, Spalding investment advice, Westwoodside investment advisors, Swineshead financial advice, Barnetby le Wold financial advisors, Holton le Clay financial advisors, Humby financial advice, Barton Upon Humber financial advice, Donington financial advice, Sutton St Nicholas investment advisors, Belton financial advisors, Sturton By Stow investment advice.

Grantham Financial Advice Services

Financial Advice Tasks Grantham

There are a whole host of services that can be provided by your local Grantham financial advisor including corporate financial planning, wealth management & investments, general financial planning, divorce planning, pension drawdowns Grantham, mortgage financial planning Grantham, income protection advice, personal pensions advice, investment consolidation advice, mutual funds Grantham, annuities in Grantham, unit trusts, stakeholder pension advice Grantham, trusts, financial analyst services in Grantham, ISA's Grantham, tax financial planning, pension advice in Grantham, investment planning, life assurance advice, financial planning, equity release, corporate bonds, bereavement benefit advice, business protection, personal protection in Grantham, financial advice services Grantham, annuity purchases, savings advice, familt controlled trusts, and lots more. These are just some of the duties that can be performed by a financial advisor. Grantham professionals will inform you of their whole range of services.

Financial Advice Enquiries Lincolnshire

Financial Advice Enquiries Lincolnshire

Recent Lincolnshire financial advice enquiries: Kylan Rossi from Moulton Chapel recently asked for information on financial planning. Victor Higgs from Branston recently asked for information on investment bonds. Michael and Elisabeth Richmond from Scawby recently enquired about investment advice. Macauley and Georgina Forbes from Baston, Lincolnshire recently enquired about pension advice. Shiv Hubbard from Humby, Lincolnshire recently asked for information on life assurance. Dahlia Watkins and Jakob Watkins from Barrowby recently asked for information on offshore investments. Henley Reid and Hafsa Reid from New Waltham recently enquired about financial planning. Matias Blake from Corby Glen, Lincolnshire recently enquired about getting financial advice. These local residents conducted a search for "financial advisor Lincolnshire" and noticed this web page on Yahoo, Bing or Google.


Financial Advisors Near Grantham

Also find: Muston financial advisers, Stoke Rochford financial advisers, Gonerby Hill Foot financial advisers, Great Pondon financial advisers, Woolsthorpe financial advisers, Somerby Hill financial advisers, Sedgebrook financial advisers, Belton financial advisers, Allington financial advisers, Barrowby financial advisers, Ropsley financial advisers, Great Gonerby financial advisers, Harlaxton financial advisers, Manthorpe financial advisers, Bottesford financial advisors and more. The majority of these places are catered for by local financial advisers. Grantham residents can get financial advice quotes by going here.

Grantham Financial Advice Services

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Financial Advice Enquiries in Grantham Lincolnshire (01476)
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Financial Advisors Around Grantham: Households in Central Place, Sewstern Lane, Daybrook Close, Brading Avenue, Templars Way, Stubton Road, The Close, Cringleway, Spring End, Bytham Road, Barkston Heath, Denton Lane, Alford Street, School Row, Arnhem Drive, Belton Grove, Steeple Leas, Seventh Avenue, Council Houses, Swallows Close, Cliffe Road, Creeton Road, Bitchfield Road, Covill Close, St Andrews View, Scotland Lane, The Knoll, Cedarwood Close, Coverley Road, St Annes Street, have needed financial advice recently. Financial advisors have also been active in these local Grantham postcodes: NG31 6AA, NG31 0HL, NG31 6JW, NG31 6JT, NG31 0BL, NG31 6DP, NG31 6ED, NG31 6BY, NG31 6ES, NG31 6HP. People living in these areas recently needed help from a financial advisor. Grantham residents enjoyed dependable and top quality financial services in all cases.

Financial Advisor Jobs Grantham: See financial adviser jobs near Grantham by clicking here: General Financial Advisor Jobs

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Independent financial advisor in NG31 area, 01476.

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(This financial advisor Grantham page was reviewed and updated on 06-05-2022)