Financial Advisor Haywards Heath

Haywards Heath Independent Financial Advice & Investment

Financial Advisor Haywards Heath West Sussex (RH16): Locating a first-rate independent financial advisor in Haywards Heath can be a challenging experience, especially if you are seeking financial advice for the first time. Nevertheless, all qualified financial advisors have one thing in common; they all have to observe the regulations of the FCA (Financial Conduct Authority), regardless of whether you're looking for pension, mortgage, investment or even insurance guidance. Any advice given by a FCA authorised financial advisor in Haywards Heath comes with certain guarantees that if anything should go awry, you can get in touch with the Financial Ombudsman or the Financial Services Compensation Scheme.

Free Haywards Heath Financial Advisor Quotes

A good starting place when picking a financial advisor in Haywards Heath can be friends and relations, but keep in mind that the sort of advice you are searching for might be different to theirs. Any advice they provide should be tailored to your specific situation, and every financial advisor isn't suitable for everybody. Choosing a financial advisor is a major decision and it is a good idea to speak with at least three different companies so as to explore the various options they can provide, and to find one that you can trust and feel at ease with.

Financial Advisor Haywards Heath West Sussex (RH16)

Restricted advisors and independent financial advisors, are the two principal kinds of financial advisor in Haywards Heath. An independent financial advisor won't be restricted to a single provider's products and services. Independent financial advice must encompass the whole spectrum of financial products and companies, and must be offered in an unbiased way. If you decide to use an IFA, you'll be able to choose from the broadest possible range of services, so as to find the perfect solution for your needs. A restricted financial advisor might be involved with an individual product, as with a mortgage advisor, or be limited to services and products from one particular company.

Before taking you on as a client, any financial advisor must tell you about their charges, as demanded by the Financial Conduct Authority. Based on the type of product you are interested in, you could be charged by the hour, a set fee or maybe even a percentage of your investment value. You may be offered the possibility of a free initial consultation to enable you to discuss your goals and see if the advisor is the correct fit for your situation. If you go with one of the larger Haywards Heath companies, your account may be managed by a team of advisors rather than one person.

Financial Advisors Haywards Heath UK (01444)

Before any advice is handed out you will have to fill in a confidential disclosure document, known as a "Fact Find" form, which informs the advising company about your targets and financial situation. You should also be handed a Key Facts Document, or Initial Disclosure Document, which provides information about the financial advisor, their status to offer independent or restricted advice and their range of permissions in the financial market. If you're not happy with the service, and wish to complain, this document will also lay down your legal rights and the possible options you can take. It should describe what you're committing yourself to, and any potential benefits and risks that exist if you choose to accept the offered advice, and it must be set down in plain English. The level of cooling-off period should also be spelled out in this Key Facts Document. This makes it possible for you to change your mind within a specific time frame, and cancel your agreement with the financial advisor.

The very first time you're talking to the financial advisor you'll want to check what qualifications and experience they've got. Do not be embarrassed about asking these questions, after all you're on the verge of entrusting your financial wellbeing to their skill. All financial advisors in Haywards Heath must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. If your advisor's name doesn't show up on the Financial Services Register, you shouldn't freak out, the firm the person works for should be found on the register and their staff are all covered by the regulations. If these cannot be presented the individual can still offer financial guidance instead of financial advice. Guidance isn't regulated in the way that financial advice is, which means that if errors are made the client won't have any recourse.

Financial Advisor Quotes in Haywards Heath West Sussex

You will be asked the amount of risk you are prepared to take, if you are seeking advice on investments. Better rewards could be possible with higher risk investments, but you stand a greater chance of losing all or some of your money. Your savings objectives must be carefully considered if decent investment advice is to be given, i.e. how much you have to invest, long or short term investments and how rapidly you need access to your funds. "How much money can you truly afford to lose?" Is the one important question that you should really be asking yourself. Sometimes referred to as your capacity for loss, this will most likely influence the services and products that you are offered.

Financial Advice Near Haywards Heath West Sussex

From the outset, it's vital that you tell your financial advisor about any regular outgoings, investments, savings or mortgage loans that you have. They'll need to know this, so they can get a picture of your financial circumstances and give the appropriate advice for you. Spreading the risk across different products by diversifying your savings and investments, is something that good financial advice should embrace. In order to reflect your goals and financial circumstances, an experienced financial advisor in Haywards Heath will understand the best products to consider.

A financial advisor will throw open the complex world of finance, and try to converse in the clearest possible way. This will enable you to compare products and services which meet your needs, and make an informed decision. If environmental issues are at the forefront of your mind, you could perhaps ask that ethical savings and investment schemes take precedence. This not only provides you with investment possibilities, but also allows you to support zero carbon or renewable energy projects, and stay away from businesses and companies that do not share the same values as you.

Working alongside your financial advisor in Haywards Heath can be tricky to manage around your work day and other responsibilities. To enable you to seek advice at a time to suit you, face-to-face appointments can be augmented with telephone calls and video conferencing. Even if you rarely have a one-to-one meeting with your advisor, a competent financial advice provider in Haywards Heath will have stringent measures in place to ensure your details are kept secure and confidential, because remote and home working is now commonplace.


Investments can just as easily go down as well as up, as the financial world can be a volatile one. If it happens that your investment isn't making the amount of money you hoped for, it can be a very worrying and demoralising time. However, except if it is owing to misleading or wrong information from your financial advisor, a downward spiral in your investment isn't seen as a basis for complaint.

Independent Financial Advisor Near Haywards Heath (RH16)

As detailed in the Key Facts Document, any disputes should start out with the firm's complaints procedure. You can inform the Financial Ombudsman of the situation if it is unresolved within the period stipulated by the regulating body, and the financial advisor is a member of the Financial Conduct Authority.

After independently reviewing the cause of the complaint, the Financial Ombudsman will come to a decision on the issue. If the complaint is found to be justified, a decision is made on how to rectify the situation or financially compensate the customer. This will become legally binding as soon as it has been agreed on by the customer, and the financial advisor and their firm must abide by the ruling. Any compensation as set out by the Ombudsman will also take into account any annoyance, distress, inconvenience and trouble caused to the client during the situation.

Book a Financial Advisor in Haywards Heath UK

Financial advice can be provided in Haywards Heath and also in: Paxhill Park, West Hoathly, Brook Street, Horsted Keynes, Lindfield, Staplefield, Scaynes Hill, Danehill, North Chailey, Ardingly, Cuckfield, Burgess Hill, Balcombe, Sandrocks, Wivelsfield, and in these postcodes RH16 1QH, RH16 1AQ, RH16 1EF, RH16 1BX, RH16 1EP, RH16 1DG, RH16 1NG, RH16 1LN, RH16 1HP, RH16 1QA. Locally based Haywards Heath financial advisors will likely have the phone code 01444 and the postcode RH16. Checking this out can ensure you access local financial advisers. Haywards Heath householders can benefit from these and lots of other related services.

A Financial Advisor's Daily Tasks

  • Financial advisors make deals with with financial product providers.
  • Financial advisors keep detailed records of potential transactions and clients.
  • Financial advisors work in collaboration with their peers to obtain trends, market information and statistics.
  • Financial advisors provide counselling, education and consultation regarding finances and investments.
  • Financial advisors recommend the financial products that are best-suited to their customers.
  • Financial advisors produce financial reports.
  • Financial advisors meet targets for sales and performance.
  • Financial advisors keep abreast of new financial products and regulation changes.
  • Financial advisors update clients regarding their investments.
  • Financial advisors talk to clients regarding their plans and finances.

Haywards Heath Financial Advice Services

Financial Advice Tasks Haywards Heath

There is a variety of services which can be provided by your local Haywards Heath financial advisor including investment consolidation advice, pension transfers Haywards Heath, general financial planning, cheap financial advice, pension planning, investment bonds, stakeholder pensions Haywards Heath, unit trusts Haywards Heath, business protection, income protection advice Haywards Heath, familt controlled trusts, pensions in divorce Haywards Heath, long term care fee advice, mutual funds, bridging finance, money planning, retirement plans, cashflow planning, saving for children in Haywards Heath, investing an inheritance, tax financial planning, pension reviews in Haywards Heath, corporate bonds Haywards Heath, independent financial advice Haywards Heath, financial advice services, annuities Haywards Heath, family income benefit, pension drawdowns, financial planning, equity release, and lots more. These are just an example of the tasks that can be conducted by a financial advisor. Haywards Heath professionals will tell you about their full range of services.


Financial Advisors Near Haywards Heath

Also find: Burgess Hill financial advisors, Cuckfield financial advisors, Ardingly financial advisors, Wivelsfield financial advisors, Brook Street financial advisors, Sandrocks financial advisors, North Chailey financial advisors, Lindfield financial advisors, West Hoathly financial advisors, Danehill financial advisors, Scaynes Hill financial advisors, Paxhill Park financial advisors, Horsted Keynes financial advisors, Staplefield financial advisors, Balcombe financial advisors and more. All these villages and towns are served by local financial advisers. Haywards Heath residents can get price quotes by going here.

Haywards Heath Financial Advice Services

Find a Financial Advisor in Haywards Heath Here
Financial Advice Enquiries in Haywards Heath West Sussex (01444)
  • Haywards Heath Inheritance Advice
  • Haywards Heath Cashflow Analysis
  • Haywards Heath Tax Advice
  • Haywards Heath Wealth Management
  • Haywards Heath Financial Advice
  • Haywards Heath Financial Services
  • Haywards Heath Retirement Planning
  • Haywards Heath Trustee Investments
  • Haywards Heath Life Insurance Advice
  • Haywards Heath Pension Advice
  • Haywards Heath Estate Planning
  • Haywards Heath Mortgage Advice
  • Haywards Heath Financial Advice Quotes
  • Haywards Heath Investment Advice

Financial Advisors Around Haywards Heath: Financial advice has recently been provided in these Haywards Heath areas - Muster Green North, Hillside Walk, Bolding Way, Burchetts Close, Summerhill Close, The Grove, Langridge Lane, Laburnum Way, Trevelyan Place, Sussex Road, Lewes Road, Orchard Way, Frankton Avenue, Petlands Gardens, Lucastes Avenue, Northlands Avenue, Quakers Lane, Pasture Hill Road, Vale Road, Drummond Close, Greenhill Way, The Rushes, Colwell Road, Perrymount Road, Snowdrop Lane, The Droveway, Heyworth Ride, Windermere Road, as well as these Haywards Heath area postcodes: RH16 1QH, RH16 1AQ, RH16 1EF, RH16 1BX, RH16 1EP, RH16 1DG, RH16 1NG, RH16 1LN, RH16 1HP, RH16 1QA. People residing in these areas recently requested help from a financial advisor. Haywards Heath residents enjoyed trusted and competent financial services.

If you need local Haywards Heath information go here

Independent financial advisor in RH16 area, telephone code 01444.

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(This financial advisor Haywards Heath information was successfully updated on 01-09-2022)