Financial Advisor Hassocks

Hassocks Independent Financial Advice & Investment

Financial Advisor Hassocks West Sussex (BN6): If you are seeking financial advice for the first time, trying to find a reliable financial advisor advisor in Hassocks can be an intimidating experience. However, all professional financial advisors have one thing in common; they must all stick to the regulations laid down by the FCA (Financial Conduct Authority), whether you are after mortgage, investment, pensions or even insurance advice. The good thing about this is that should a financial advisor who is FCA authorised give you poor quality advice, and things go wrong, you have guarantees, and are able to get in touch with the Financial Ombudsman Scheme or the Financial Services Compensation Scheme to get it put right.

Free Hassocks Financial Advisor Quotes

Recommendations from family and friends can be a decent starting place in picking a financial advisor in Hassocks, but bear in mind that their situation might be different to what you are looking for. Financial advice must be specifically tailored to your unique circumstances, and you'll find that some financial advisors might not be appropriate for you. Selecting a financial advisor is a big decision and it is a good idea to talk to at least three different firms so as to check out the options they provide, and to find one you can trust and feel comfortable with.

Financial Advisor Hassocks West Sussex (BN6)

Independent financial advisors (IFA) and restricted advisors, are the 2 main kinds of financial advisor in Hassocks. An independent financial advisor should not be restricted to the services or products of just one provider. Encompassing the full spectrum of financial companies and products, independent financial advice must be given in an unbiased and impartial way to clientele. If you choose to use an independent financial advisor, you will be able to pick from the broadest possible range of products, so as to find the right solution for your needs. If you use a restricted advisor you'll soon realise that they might be restricted to products and services of one particular provider, or as in the case of a mortgage advisor, will only be concerned with one individual product.

The Financial Conduct Authority requires that any financial advisor in Hassocks must be fully transparent with you about their charges, before taking you on as a client. Determined by the product you are looking for, you could be charged by the hour, a set fee or perhaps even a specific percentage of your investment value. To enable you to discuss your objectives and find out if the advisor is a right fit for you and your situation, you may be offered the possibility of a free initial consultation. In some of the larger Hassocks firms, you might find that your account is managed by a team rather than an individual advisor.

Financial Advisors Hassocks UK (01273)

To describe your financial situation and ambitions to the advising firm, you will be required to fill in a "Fact Find" document, which is a confidential disclosure form. To provide details of the financial advisor, their status to offer independent or restricted advice and their scope of permissions in the financial arena, you will also be given a Key Facts Document, or Initial Disclosure Document. This document will also lay down your own legal rights and your options if you aren't satisfied with the service, and want to submit a complaint. It should describe precisely what you're committing yourself to, and any potential benefits and risks that exist if you decide to take the offered advice, and it has to be set down in clear language. You will find the level of cooling-off period in the Key Facts Document. Within a specific time frame, this permits you to cancel your contract.

Make sure you check the qualifications and experience of the financial advisor the first time you talk to them. Do not be self-conscious about asking these questions, after all you're about to entrust your financial future to their expertise. Every Hassocks financial advisor must be in a position to present an annual Statement of Professional Standing, and must hold a minimum of a Level 4 qualification. If your advisor's name doesn't appear on the Financial Services Register, you shouldn't freak out, the company the advisor works for will almost certainly be on the register and their staff will be covered by the legislation. If these cannot be presented the individual may still offer financial guidance instead of advice. In terms of finance guidance differs to advice and isn't regulated in the same way. Therefore there's no recourse for either party if mistakes are made.

Financial Advisor Quotes in Hassocks West Sussex

If you're seeking advice on investments you will be asked the amount of risk you're comfortable with. Most investments carry some degree of risk, but high risk investments may offer larger rewards, and also more likelihood of losing some or all of your cash. In order to get the very best financial and investment advice, your savings goals must be carefully considered, i.e. how rapidly you need access to your money, how much cash you want to invest and short or long term investments. One question you should ask of yourself, which is frequently overlooked, is just how much you can actually afford to lose. This is called your capacity for loss and may influence the services and products that could be offered for your consideration.

Financial Advice Near Hassocks West Sussex

Right from the start, it's important to tell your financial advisor about any existing investments, savings, mortgages or regular outgoing payments that you currently have. This gives a clear picture of your financial circumstances, without which the advice you are given will most likely not be the most appropriate for you. Diversifying your savings and investments by spreading the risk load across various different products, is an important part of reliable financial advice. In order to mirror your goals and financial circumstances, a seasoned financial advisor in Hassocks will have the knowledge of the best products to consider.

A financial advisor will unmask the complex world of finance, and communicate in as plain a speech as possible. After learning about the various services and products which meet your needs, you should be able to come to an informed and deliberative decision. You could perhaps ask your advisor to only include ethical savings and investments. You can then keep away from companies that firms meet your standards, but instead lend your support to those firms and businesses that match your concerns, for example renewable energy or zero carbon.

It can prove tricky to manage work and other commitments around working closely with a financial advisor in Hassocks. This can be reduced by augmenting one-on-one appointments with video conferencing and phone calls, therefore allowing you to seek the advice you need at convenient times. Remote and home working is now commonplace, and an established financial advice company in Hassocks will have rigorous measures in force to keep your details confidential and secure, even if you rarely have a one-on-one meeting with your advisor.


You need to bear in mind that the financial sector can be an unpredictable one, and the value of your investments can just as easily go down as well as up. If it just so happens that your investment isn't making as much money as you were hoping for, it can be a very disheartening and worrying time. However, except if it is because of wrong or misleading information from your financial advisor, your investment having a downward trend is not a recognised grounds for complaint.

Independent Financial Advisor Near Hassocks (BN6)

Any complaints should begin with the firm's official complaints procedure as described in the Key Facts Document. If the problem is unsolved within the timeframe set by the regulating authority, and your advisor is a member of the Financial Conduct Authority, you can notify the Financial Ombudsman.

The Financial Ombudsman will independently review the cause of the complaint and come to a decision. A decision will be made on how to rectify or financially compensate the client, if the complaint is justified. Once the ruling is agreed on by the customer it becomes a legally binding decision that the financial advisor and their company, must abide by. The Ombudsman will also take into consideration any annoyance, inconvenience, distress and hassle caused to the client during the situation, and establish the level of compensation proportionately.

Book a Financial Advisor in Hassocks UK

Financial advice can be provided in Hassocks and also in: Poynings, Sayers Common, Hurstpierpoint, Clayton, Stanmer, Plumpton, Steyning, Pyecombe, Plumpton Green, Wivelsfield Green, Burgess Hill, Albourne, Keymer, Ditchling, and in these postcodes BN6 0EJ, BN6 8HT, BN6 8AN, BN6 9NN, BN6 8JG, BN6 8NE, BN6 8NF, BN6 8PX, BN6 9LU, BN6 8LW. Locally based Hassocks financial advisers will probably have the postcode BN6 and the dialling code 01273. Checking this will ensure you access locally based financial advisers. Hassocks householders will be able to utilise these and many other related services. Simply click the "enquiry" banner to get information on financial advisors in your area.

West Sussex Financial Advice Enquiries

Financial Advice Enquiries West Sussex

Recent West Sussex financial advice enquiries: Khaleesi and Harri Mccormack in Stedham, West Sussex recently asked for information on equity release. Shannon and Winston Nichols in Westergate, West Sussex recently asked for information on financial planning. Huxley Marshall and Hajra Marshall from Funtington recently enquired about pension advice. Fleur and Lewis Fischer in West Thorney, West Sussex recently enquired about pension advice. Louise Neale from Funtington recently enquired about pension advice. Mr and Mrs Mclaughlin in Rogate, West Sussex recently asked about investment advice. Mr and Mrs Fraser from Durrington recently asked about equity release. Mr and Mrs Bithell in Aldwick recently asked for information on offshore investments. All of these local people conducted a search for "Garden Fencing West Sussex" and came across this webpage on either Bing, Yahoo or Google.

A Financial Advisor's Everyday Tasks

  • Financial advisors work in conjuction with associates to obtain trends, statistics and market information.
  • Financial advisors consistently update customers regarding their investments.
  • Financial advisors provide education, counselling and consultation regarding finances and investments.
  • Financial advisors talk with clients about their plans and finances.
  • Financial advisors keep detailed records of potential transactions and clients.
  • Financial advisors research financial products and explain them simply and clearly to their clients.
  • Financial advisors keep fully up to date with new products and legislation changes.
  • Financial advisors meet performance and sales targets.
  • Financial advisors produce in-depth financial reports.
  • Financial advisors negotiate with financial product providers.

Hassocks Financial Advice Services

Financial Advice Tasks Hassocks

There is a wide range of services which are provided by your local Hassocks financial advisor including personal pensions advice, independent financial advice, saving for children, pension drawdowns, portfolio management, divorce planning, investing an inheritance, bridging finance, annuities, offshore investments, life assurance advice, will writing services, pension consolidation, personal financial planning, financial services, annuity purchases, investment consolidation Hassocks, mortgage services Hassocks, trustee investment services in Hassocks, multi-asset portfolios, retirement plans, cheap financial advice, ethical investments, tax advice in Hassocks, general financial planning Hassocks, wealth management, mutual funds Hassocks, stakeholder pension advice in Hassocks, corporate financial planning, financial planning, and more. These are just a selection of the duties that can be carried out by a financial advisor. Hassocks professionals will inform you of their whole range of financial services.

West Sussex Financial Advisors

Financial 01273 Advisers BN6 West Sussex Advice Services Financial Advice Hassocks Investment Advisors Advisor Financial Advisor

Around West Sussex you will likewise discover: Rusper investment advisors, Fishbourne financial advisors, Midhurst financial advice, Henfield financial advisors, Broadbridge Heath investment advice, Ferring investment advisors, Iping financial advisors, Ashington investment advice, Aldwick financial advice, Petworth financial advice, Partridge Green financial advice, Plaistow investment advisors, Milland financial advice, Felpham financial advice, Storrington investment advisors, Fishbourne investment advice, Hassocks investment advisors, Westergate investment advice, Bolney investment advice, Rustington investment advisors, Bersted financial advisors, Westbourne financial advisors, Eastergate investment advice, East Preston investment advice, Small Dole investment advice, Pulborough investment advisors, Selsey investment advice, Scaynes Hill investment advisors, Burgess Hill financial advisors, Storrington investment advice.


Financial Advisors Near Hassocks

Also find: Plumpton financial advisers, Keymer financial advisers, Stanmer financial advisers, Sayers Common financial advisers, Poynings financial advisers, Plumpton Green financial advisers, Albourne financial advisers, Hurstpierpoint financial advisers, Steyning financial advisers, Wivelsfield Green financial advisers, Pyecombe financial advisers, Burgess Hill financial advisers, Clayton financial advisers, Ditchling financial advisors and more. The majority of these towns and villages are served by local financial advisers. Hassocks residents can get quotes by clicking here.

Hassocks Financial Advice Services

Find a Financial Advisor in Hassocks Here
Financial Advice Enquiries in Hassocks West Sussex (01273)
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  • Hassocks Estate Planning
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  • Hassocks Financial Services
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  • Hassocks Life Insurance Advice

Financial Advisors Around Hassocks: In Belmont Close, Oldlands Avenue, Stonepound Road, Bankside, Dale Avenue, Newlands Close, The Quadrant, Stanford Close, Wilmington Close, Silverdale, Fir Tree Way, Woodsland Road, Clayton Avenue, Station Approach, Stanford Avenue, Windmill Avenue, North Court, Abbots Close, Willowbrook Way, The Close, Woodsland Close, North Bank, Station Approach West, Church Mead, Wellhouse Lane, Birch Way, Bonny Wood Road, as well as these Hassocks area postcodes: BN6 0EJ, BN6 8HT, BN6 8AN, BN6 9NN, BN6 8JG, BN6 8NE, BN6 8NF, BN6 8PX, BN6 9LU, BN6 8LW, people have recently needed financial advice. Folks residing in these areas recently requested the help of a financial advisor. Hassocks residents received dependable and high quality financial services on each occasion.

To find local info relating to Hassocks, West Sussex check here

Independent financial advisor in BN6 area, 01273.

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(This financial advisor Hassocks information was last updated on 28-06-2022)