Financial Advisor Henfield

Henfield Independent Financial Advice & Investment

Financial Advisor Henfield West Sussex (BN5): If you're seeking financial advice for the first time, trying to locate a decent financial advisor advisor in Henfield can be an intimidating experience. Whether it's pensions, mortgage, investments or even insurance guidance that you are searching for, there is one common rule for all qualified financial advisors; they all have to adhere to FCA (Financial Conduct Authority) regulations. This comes with various guarantees, therefore after taking advice from a FCA certified financial advisor in Henfield, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if anything goes awry.

Free Henfield Financial Advisor Quotes

A decent starting point when choosing a financial advisor in Henfield could be friends and relatives, but bear in mind that the type of advice you are searching for might be different to theirs. Financial advice needs to be specifically tailored to your unique circumstances, and you'll discover that certain financial advisors may not be suitable for your requirements. To investigate the various options they are offering and find a financial advisor you feel comfortable with and can trust, it pays to chat to at least 3 different firms, because picking a financial advisor is a major decision.

Financial Advisor Henfield West Sussex (BN5)

When you're looking to pick a financial advisor in Henfield, there are 2 main types; restricted advisors and independent financial advisors. An independent financial advisor won't be limited to a single provider's services and products. Covering the full spectrum of financial companies and products, independent financial advice should be given in an unbiased and impartial way to customers. Using an IFA should enable you to select from the broadest possible array of products. A restricted advisor may be involved with a single product, as with a mortgage advisor, or be limited to products and services from one particular firm.

Before any Henfield financial advisor takes you on as a client, they're required by the Financial Conduct Authority to be fully transparent with you about their charges. You may be charged a set fee, by the hour or even a specific percentage of your investment, based upon type of product you are looking for. A free initial consultation might be offered, so that you can discuss your goals and circumstances to determine whether the advisor is the right choice. In some of the larger Henfield companies, you could find that your account is looked after by a team rather than an individual advisor.

Financial Advisors Henfield UK (01273)

You'll need to fill in a "Fact Find" form, which is a confidential disclosure document relating your goals and financial situation to the advising company. To provide information about the financial advisor, their status to offer independent or restricted advice and the scope of their permissions in the financial sector, you will also be given a Key Facts Document, or Initial Disclosure Document. Your own legal rights should also be spelled out in this document, along with your options if you want to submit a complaint because you aren't satisfied with the service you are given. It should outline what you are committing yourself to, and any potential benefits and risks should you decide to take the offered advice, and it has to be set down in plain language. This document should also inform you of the allowed cooling-off period. Within a certain time frame, this makes it possible for you to cancel the agreement.

When speaking to the financial advisor for the first time ensure that you check their qualifications and experience. Asking such questions should never cause you any embarrassment, because after all you're about to entrust them with your long-term financial wellbeing. A Level 4 qualification is the minimum required qualification for any Henfield financial advisor, and they also have to be able to present you with an annual Statement of Professional Standing. When checking the Financial Services Register, don't freak out if your particular financial advisor's name doesn't appear on there; you should be able to locate the firm name, and this means that the legislation covers all of their employees. If they are not able to supply these accreditations, the individual can't offer advice but is able to offer financial guidance. In terms of finance guidance is somewhat different to advice and is not regulated in the same way. Therefore there's no recourse for the client if mistakes arise.

Financial Advisor Quotes in Henfield West Sussex

You will be asked the amount of risk you're willing and able to accept, if you are seeking advice on investing money. High risk investments could potentially offer higher rewards, but all or some of your money could be lost. In order to get the best financial and investment advice, your savings objectives will have to be given careful consideration, i.e. long or short term investments, how much money you want to invest and how quickly you need access to your funds. The one question that you should ask of yourself, which is frequently overlooked, is how much money you can really afford to lose. This may well affect the products and services that you're offered, and is generally referred to as your capacity for loss.

Financial Advice Near Henfield West Sussex

You must let your financial advisor know about any existing mortgages, savings, regular outgoing payments or investments. This will give a clear and full picture of your current financial circumstances, and without this the advice given may not be the most appropriate for you. The diversification of your investments and savings by spreading the risk across various different products, is a crucial part of reliable financial advice. Having an understanding of the best areas to consider, a competent financial advisor will concentrate on products that most closely match your goals and financial situation.

A financial advisor will lay bare the complex world of finance, and try to communicate in the clearest possible way. After comparing the various services and products which match your needs, you should be able to come to an informed and calculated decision. If environmental issues are important to you, you could even ask that ethical savings and investments take precedence. You can then stay clear of businesses that companies meet your criteria, but instead lend your support to those organisations and companies that address your concerns, for instance zero carbon or green energy.

Establishing a close working relationship with a financial advisor in Henfield could create issues with work and other responsibilities. This can be alleviated by supplementing one-on-one meetings with telephone and video conferencing, thus enabling you to get the advice you need at convenient times. An established financial advice provider in Henfield will have strict measures in place to ensure your details are kept secure and confidential, even if you never have a one-on-one meeting with your personal advisor, because remote and home working is now so common.


Investments can just as easily go down as well as up, since the financial sector can be unpredictable. It can be extremely disheartening and worrying if your investment fails to make as much money as you hoped for. However, except if it is owing to wrong or misleading information from your advisor a downward spiraling of your investment isn't a recognised grounds for complaint.

Independent Financial Advisor Near Henfield (BN5)

As laid out in the Key Facts Document, any complaints should begin with the firm's official complaints procedure. If the advisor is registered with the FCA, you can inform the Financial Ombudsman of the problem if it remains unresolved within the time schedule laid down by the regulating body.

The Financial Ombudsman will come to a decision after independently reviewing the cause for complaint. A decision will be made on how to rectify the situation or financially compensate the customer, if the complaint is upheld. The advisor and their firm must abide by any decision that's made by the Ombudsman, which becomes a legally binding decision as soon as the client has accepted it. Any inconvenience, annoyance, distress and trouble caused to the customer during the situation, will be accounted for when the Ombudsman establishes the level of compensation.

Book a Financial Advisor in Henfield UK

Financial advice can be provided in Henfield and also in: Sayers Common, Steyning, Fulking, Edburton, High Cross, Wineham, Twineham, Ashington, Spear Hill, Bines Green, Hickstead, Shermanbury, Blackstone, Oreham Common, Muddleswood, Dial Post, Partridge Green, Albourne, Ashurst, Wiston, Small Dole, Woodmancote, as well as in these postcodes BN5 9RA, BN5 9EL, BN5 9RS, BN5 9SH, BN5 9QD, BN5 9QR, BN5 9NZ, BN5 9ER, BN5 9HW, BN5 9SL. Local Henfield financial advisers will probably have the dialling code 01273 and the postcode BN5. Verifying this should guarantee that you're accessing local financial advisers. Henfield home and business owners are able to benefit from these and lots of other comparable services. Click on the "enquiry" form or banner to get details about financial advisors in your area.

A Financial Advisor's Everyday Duties

  • A financial advisor keeps a record of clients and transactions.
  • A financial advisor works in conjuction with associates to gather trends, statistics and market information.
  • A financial advisor keeps up to date with legislation changes and new products.
  • A financial advisor researches financial products and explains them simply and clearly to clients.
  • A financial advisor provides education, consultation and counselling regarding finances and investments.
  • A financial advisor continually updates clients concerning their investments.
  • A financial advisor produces in-depth financial reports.
  • A financial advisor makes deals with with providers of financial products.
  • A financial advisor speaks to customers about their plans and finances.
  • A financial advisor meets targets for performance and sales.

Henfield Financial Advice Services

Financial Advice Tasks Henfield

There is a variety of services which can be provided by your local Henfield financial advisor including life insurance advice Henfield, savings advice, long term care fee planning, will writing services, tax financial planning in Henfield, annuity purchases, family income benefit, mutual funds, personal protection Henfield, general financial planning, cash flow modelling, financial planning, pension plans in Henfield, investment planning, pension drawdowns in Henfield, income protection, stakeholder pension advice, independent financial advice, bridging finance, mortgage advice, bereavement benefit advice, business planning, financial advice services Henfield, saving for children Henfield, ethical investment advice Henfield, inheritance tax planning, familt controlled trusts Henfield, personal financial planning, investment consolidation in Henfield, equity release advice, and more. These are just a handful of the duties that can be handled by a financial advisor. Henfield professionals will inform you of their entire range of services.

Skills and Knowledge Necessary for a Financial Advisor

  • Excellent management skills for negotiating product fees.
  • Effective skills in customer service for identifying client needs.
  • An outstanding level of mathematical knowledge for building financial packages.
  • To be thorough and pay attention to detail.
  • To be able to network and establish relationships with customers.
  • To be good at selling products and services.
  • Attentive interpersonal and listening skills.
  • To have the ability to use a computer and the appropriate software packages.
  • To have a flexible approach to work.
  • A good knowledge of accounting and economics with regard to financial markets and products.
  • Outstanding skills in verbal communication.

Financial Advice Enquiries West Sussex

Financial Advice Enquiries West Sussex

Current West Sussex financial advice enquiries: Mr and Mrs Cohen from Bosham, West Sussex recently asked for information on investment bonds. Jonathan Mccluskey in Ashington recently asked for information on financial planning. Felix Brookfield in Middleton on Sea, West Sussex recently asked for information on offshore investments. Tara Macmillan from Lindfield recently asked for information on family income benefit. Kallum Hine and Seren Hine in Southwick recently enquired about investment bonds. Mr and Mrs Hughes from Chichester, West Sussex recently asked for information on equity release. Lochlan Ali from Itchingfield recently asked about equity release. Ruben Cheung and Juliet Cheung in Pagham, West Sussex recently enquired about pension advice. All these local residents did a search for "financial advisor West Sussex" and came across this web page on Bing, Google or Yahoo.

West Sussex Financial Advisors

Financial Advisors Services Financial Advice Henfield BN5 Financial Advisor Advisers Advice Advisor 01273 West Sussex Investment

In West Sussex you can additionally get: Harting financial advice, Nuthurst financial advice, Findon financial advisors, Warnham financial advice, Barnham investment advice, Eastergate investment advisors, Chichester financial advice, Ifold financial advisors, Aldwick financial advice, West Chiltington investment advice, Selsey financial advice, Balcombe financial advice, Oving financial advice, Crawley Down financial advice, Findon investment advice, West Chiltington financial advisors, Steyning financial advisors, Chidham financial advice, Sompting financial advice, Barnham financial advisors, Southwater investment advice, East Wittering investment advisors, Turners Hill investment advisors, Nuthurst investment advisors, Yapton investment advice, Slaugham investment advisors, Rusper investment advice, Cowfold investment advice, Turners Hill investment advice, Arundel financial advice.


Financial Advisors Near Henfield

Also find: Wiston financial advisers, Ashington financial advisers, Albourne financial advisers, Wineham financial advisers, Muddleswood financial advisers, Spear Hill financial advisers, Small Dole financial advisers, Dial Post financial advisers, Ashurst financial advisers, Partridge Green financial advisers, Woodmancote financial advisers, Hickstead financial advisers, Oreham Common financial advisers, Steyning financial advisers, Blackstone financial advisers, Sayers Common financial advisers, Twineham financial advisers, High Cross financial advisers, Edburton financial advisers, Fulking financial advisers, Bines Green financial advisers, Shermanbury financial advisors and more. Most of these locations are serviced by local financial advisers. Henfield residents can get financial advice price quotes by going here.

Henfield Financial Advice Services

Find a Financial Advisor in Henfield Here
Financial Advice Enquiries in Henfield West Sussex (01273)
  • Henfield Cashflow Analysis
  • Henfield Wealth Management
  • Henfield Tax Advice
  • Henfield Inheritance Advice
  • Henfield Trustee Investments
  • Henfield Pension Advice
  • Henfield Cheap Financial Advice
  • Henfield Life Insurance Advice
  • Henfield Mortgage Advice
  • Henfield Financial Services
  • Henfield Retirement Planning
  • Henfield Corporate Financial Planning
  • Henfield Independent Financial Advice
  • Henfield Financial Advice Quotes

Financial Advisors Around Henfield: Some Henfield areas where financial advice has recently been given - Henfield Road, Furners Lane, Brighton Road, Windmill Lane, Sake Ride Lane, King James's Lane, Knowles Close, Benson Road, The Hooks, High Street, Oakhurst, Squire Way, Church Lane, Chanctonbury View, Dropping Holms, Cagefoot Lane, Gresham Place, Chess Brook Green, Fawn Rise, Furners Mead, Deer Park, Chantry Close, Faircox Lane, Farm Close, Martyn Close, West End Lane, Henfield Common North, Batts Drive, as well as these Henfield area postcodes: BN5 9RA, BN5 9EL, BN5 9RS, BN5 9SH, BN5 9QD, BN5 9QR, BN5 9NZ, BN5 9ER, BN5 9HW, BN5 9SL. People in these local areas recently requested help from a financial advisor. Henfield residents enjoyed competent and professional financial services on every occasion.

More Henfield Services: Needless to say, whenever you happen to be looking at your finances in Henfield, West Sussex, you'll probably be in need of all sorts of different services and together with a financial advisor in Henfield, West Sussex, you might also need property law & conveyancing in Henfield, accountants in Henfield, wills in Henfield, solicitors in Henfield, mortgage advice in Henfield, tax preparation in Henfield, payroll services in Henfield, investment advisors in Henfield, estate planning in Henfield, business consulting in Henfield, mortgage brokers in Henfield, contracts lawyers in Henfield, debt recovery & collection in Henfield, family lawyers in Henfield, business financial planning in Henfield, banruptcy lawyers in Henfield, bookkeepers in Henfield, and other different Henfield experts.

To get local Henfield info check here

Independent financial advisor in BN5 area, 01273.

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(This financial advisor Henfield page was last updated on 28-06-2022)