Financial Advisor Greenwich

Greenwich Independent Financial Advice & Investment

Financial Advisor Greenwich Greater London (SE10): It can be a challenging experience trying to locate a good financial advisor advisor in the Greenwich area, particularly if it's the first time that you're in search of financial advice. However, all professional financial advisors have one thing in common; they all have to stick to the regulations laid down by the FCA (Financial Conduct Authority), whether you're after mortgage, pensions, investments or even insurance advice. This comes with certain guarantees, thus after getting advice from a FCA registered financial advisor in Greenwich, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if if things go wrong.

Free Greenwich Financial Advisor Quotes

Recommendations from friends and family can be a good starting place in choosing a financial advisor in Greenwich, but bear in mind that their situation could be different to what you are looking for. Every financial advisor isn't suitable for everybody, and any advice they provide needs to be tailored to your specific circumstances. It is a good idea to talk to at least 3 different firms when you're considering a financial advisor, as this is a major decision, and you need to find one that you feel comfortable with and can trust, and explore the various options they can provide.

Financial Advisor Greenwich Greater London (SE10)

There are 2 principal types of financial advisor in Greenwich; independent financial advisors and restricted advisors. An independent financial advisor won't be confined to just one company's services and products. Independent financial advice must cover the full gamut of financial companies and products, and must be offered in an impartial way. If you choose to use an IFA, you will be able to choose from the broadest possible array of products, in order to find the right solution for you. If you use a restricted advisor you will discover that they may be limited to products and services of a specific provider, or as in the case of a mortgage advisor, might only be involved with one solitary product.

Before accepting you as a client, any Greenwich financial advisor must discuss their charges with you, as required by the Financial Conduct Authority. You might be charged a set fee, by the hour or maybe even a specific percentage of your investment, based on type of product you're looking for. You might be offered a free first consultation to allow you to discuss your objectives and find out if the advisor is the correct fit for you and your circumstances. Your account may be handled by a team rather than one individual advisor, if you opt to use one of the larger Greenwich companies.

Financial Advisors Greenwich UK (020)

You will have to fill in a "Fact Find" document, which is a confidential disclosure form relating your goals and financial situation to the advising firm. You should also be handed an Initial Disclosure Document, or Key Facts Document, which provides you with details about the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial market. If you are not happy with the service provided, and wish to complain, this document will also lay down your own rights and the options you can take. It should be easy to understand, written in plain English, and explain exactly what you are committing yourself to, along with the risks and benefits of taking the proffered advice. The level of cooling-off period should also be fully explained in this Key Facts Document. This allows you to change your mind within a specific time period, and cancel the agreement with your financial advisor.

When talking to your financial advisor initially you need to check their qualifications and experience. Asking these questions shouldn't cause you any embarrassment, because after all you're entrusting them with your financial future. All financial advisors in Greenwich must as a minimum hold a Level 4 qualification and present an annual Statement of Professional Standing. If your advisor's name does not show up on the Financial Services Register, don't panic, the firm the advisor works for will almost certainly be on the register and their employees are all covered by the legislation. If they're not able to present these accreditations, the person cannot offer advice but is allowed to offer financial guidance. Guidance is different to advice as it's not regulated in the same way, and if financial errors are made there will likely be no recourse to either party.

Financial Advisor Quotes in Greenwich Greater London

If it's investments that you're interested in, the advisor will want to know the amount of risk you might be ready to take with your hard-earned money. Most investments carry some element of risk, but high risk investments could offer better rewards, and also more chance of losing some or all of your money. In order to get the most effective financial and investment advice, your savings objectives will need to be given careful consideration, i.e. how much capital you want to invest, short or long term investments and how quickly you need access to your money. You should invariably ask yourself the one crucial question, how much can you really afford to lose. Generally known as your 'capacity for loss', this will quite likely have an effect on services and products that you're offered.

Financial Advice Near Greenwich Greater London

You must let your financial advisor know about any current personal savings, investments, mortgages or regular outgoings. This gives a clear and full picture of your current financial situation, without which the advice you get might not be the most appropriate for you. Diversifying your savings and investments by spreading the risk load across a range of different products, is a crucial part of reliable financial advice. An experienced financial advisor in Greenwich will understand the best products to consider, which reflect your goals and your financial situation.

A financial advisor will open up the complex world of finance, and communicate in as much plain speech as possible. You should be in a position to make an informed and educated decision once you have compared the various services and products that match your needs. If you're environmentally minded, you can even ask your financial advisor to stick to ethical investments and savings. You can then keep away from investments that investments meet your criteria, but instead support those businesses and firms that match your concerns, for instance renewable energy or zero carbon.

It can prove tricky to manage your work life and other commitments around a close working relationship with your financial advisor in Greenwich. To enable you to get advice at a time to suit you, face-to-face meetings can be backed up with video conferencing and telephone. An experienced financial advice firm in Greenwich will have strict measures in force to keep your details secure and confidential, even if you never have a one-to-one meeting with your advisor, because home and remote working is no longer unusual.


Investments can easily go down as well as up, as the financial world can be volatile. If it happens that your investment is not making as much money as you hoped for, it can be a demoralising and stressful time. Regrettably, a downward trend in your investment is not a recognised basis for complaint, unless it is because of incorrect or misleading information from your advisor.

Independent Financial Advisor Near Greenwich (SE10)

The firm's complaints procedure should be the starting point for any disputes, and the Key Facts Document should explain this. If the financial advisor is a member of the Financial Conduct Authority, you can tell the Financial Ombudsman about the problem if it remains unsolved within the time period set out by the regulating body.

The Financial Ombudsman will make a ruling after reviewing the cause for complaint independently. A decision will be made on how to financially compensate the customer, if the complaint is upheld. This will become a legally binding decision once it has been accepted by the client, and the financial advisor and their company must comply with the decision. Any compensation as set out by the Ombudsman will also take into account any upset, inconvenience, distress and hassle caused to the client during the process.

Book a Financial Advisor in Greenwich UK

Financial advice can be provided in Greenwich and also in nearby places like: Peckham, Welling, Maze Hill, Lewisham, Southfields, Crofton Park, Vanbrugh Park, Blackheath, Eltham, Charlton, Surrey Quays, Polthorne Estate, Newlands, North Greenwich, Isle of Dogs, Lee, and in these postcodes SE10 0AP, SE10 0LY, SE10 0HU, SE10 0PH, SE10 0AT, SE10 0LL, SE10 0FE, SE10 0JU, SE10 0AQ, SE10 0NE. Locally based Greenwich financial advisors will likely have the telephone dialling code 020 and the postcode SE10. Verifying this can make sure that you're accessing local financial advisers. Greenwich householders will be able to utilise these and many other comparable services.

Pension Planning

A secure retirement is achieved through the crucial process of pension planning. Engaging the services of a financial advisor can be instrumental in achieving a significant enhancement of this process. Your current financial situation will be assessed by an experienced advisor, understanding your retirement goals and designing a customised pension plan. The complexities of UK pension choices, including workplace pensions, the state pension, and self-invested personal pensions (SIPPs), are navigated by them. You can take advantage of their expertise to make informed decisions about tax implications, contributions and investment choices. To create a robust pension plan, providing financial stability and peace of mind for your future, working with a financial advisor in Greenwich is essential.

UK pension planning revolves around the State Pension, which is a government-backed scheme that provides a standard level of retirement income. Eligibility for the State Pension is generally based on a person's National Insurance record, which is built up over their working life. However, changes to the State Pension age and the number of qualifying years have made understanding the intricacies of this scheme more important than ever before. (42316)

Greenwich Financial Advice Services

Financial Advice Tasks Greenwich

There is a range of services which are provided by your local Greenwich financial advisor including cheap financial advice, corporate bonds Greenwich, pension consolidation advice, familt controlled trusts in Greenwich, investment consolidation, savings advice, pension reviews, pension advice, long term care fee advice, income protection advice, pension planning, critical illness cover Greenwich, personal pensions, investment bonds, inheritance tax planning in Greenwich, mortgage services, retirement advice Greenwich, death benefits in Greenwich, saving for children, corporate financial planning in Greenwich, general financial planning, life insurance advice in Greenwich, investment reviews, family income benefit, trusts, bridging finance, money planning Greenwich, portfolio management, wealth management & investments, business financial planning, and lots more. Listed are just a selection of the tasks that can be conducted by a financial advisor. Greenwich professionals will be happy to inform you of their whole range of financial services.

Necessary Skills to be Financial Advisors

  • The ability to promote financial services and products.
  • An outstanding knowledge and understanding of accounting and economics relating to financial markets and products.
  • Excellent skills in verbal communication.
  • An outstanding level of mathematical knowledge for building financial plans.
  • To have good IT skills.
  • Good business management skills for the negotiation of product rates.
  • To have a flexible approach to work.
  • To pay attention to detail and be thorough.
  • Good skills in customer service for identifying customer needs and requirements.
  • To have the ability to network and build relationships with clients.
  • To have the ability to listen attentively

Financial Advisors Near Greenwich

Also find: North Greenwich financial advisors, Lee financial advisors, Polthorne Estate financial advisors, Royal Arsenal financial advisors, Isle of Dogs financial advisors, Maze Hill financial advisors, Newlands financial advisors, Silvertown financial advisors, Welling financial advisors, Vanbrugh Park financial advisors, Surrey Quays financial advisors, Southfields financial advisors and more. Financial advisers are available for discussions in almost all of these towns and villages. Business and home owners in these areas can make enquiries about financial advice by clicking here.

Greenwich Financial Advice Services

Find a Financial Advisor in Greenwich Here
Financial Advice Enquiries in Greenwich Greater London (020)
  • Greenwich Independent Financial Advice
  • Greenwich Tax Advice
  • Greenwich Pension Advice
  • Greenwich Cashflow Analysis
  • Greenwich Inheritance Advice
  • Greenwich Investment Advice
  • Greenwich Cheap Financial Advice
  • Greenwich Estate Planning
  • Greenwich Trustee Investments
  • Greenwich Life Insurance Advice
  • Greenwich Retirement Advice
  • Greenwich Corporate Financial Advice
  • Greenwich Financial Advice Quotes
  • Greenwich Wealth Management

For the best local Greenwich information look here

Independent financial advisor in SE10 area, phone code 020.

TOP - Financial Advisor Greenwich

Independent Financial Advisers Greenwich - Financial Advisers Greenwich - Financial Advice Quotations Greenwich - Investment Advisors Greenwich - Cheap Financial Advice Greenwich - Personal Financial Advisers Greenwich - Financial Advisor Near Greenwich - Financial Advisor Greenwich - Retirement Advisors Greenwich


(This financial advisor Greenwich page was revised and updated on 20-02-2024)