Financial Advisor Hucknall

Hucknall Independent Financial Advice & Investment

Financial Advisor Hucknall Nottinghamshire (NG15): If you are in search of financial advice for the very first time, trying to find a reliable independent financial advisor in the Hucknall area can be an intimidating experience. Whether it is investment, pensions, mortgage or even insurance guidance that you are searching for, there is one common rule for all professional financial advisors; they all have to stick to FCA (Financial Conduct Authority) regulations. Any advice given by a FCA registered financial advisor in Hucknall comes with certain guarantees that if anything should go wrong, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman.

Free Hucknall Financial Advisor Quotes

When picking a financial advisor in Hucknall, a good starting point could be friends and relatives, but you must bear in mind that your circumstances may not be the same as theirs, and you might be in need of a different kind of advice. Not every financial advisor is suitable for everyone, and any advice they provide should be adapted to your unique circumstances. Selecting the right financial advisor is crucial and it is a good idea to speak to at least 3 different firms in order to investigate the various options they offer, and to find one that you can trust and feel at ease with.

Financial Advisor Hucknall Nottinghamshire (NG15)

Restricted advisors and independent financial advisors, are the two main types of financial advisor in Hucknall. An independent financial advisor will not be restricted to the products and services of just one company. Independent financial advice must be given in an honest and impartial way and should cover the full spectrum of financial products and companies. This will permit you to choose from the widest possible range of services to match your needs. A restricted advisor might be limited to services and products from a particular firm, or might even concentrate on just one product, as can happen with a mortgage advisor.

Before any financial advisor accepts you as a client, they are required by the Financial Conduct Authority to be transparent about their charges. In accordance with the product you're interested in, you could be charged a set fee, by the hour or perhaps even a percentage of your investment. You may be offered a free first consultation to allow you to discuss your goals and find out if the advisor is a right fit for you and your situation. If you use one of the larger Hucknall firms, your account may be looked after by a team of advisors rather than one individual.

Financial Advisors Hucknall UK (0115)

Before any financial advice is given you will have to complete a confidential disclosure document, known as a "Fact Find" form, which informs the advising company about your objectives and financial situation. A Key Facts or Initial Disclosure Document will also be handed to you, providing details of the financial advisors themselves, detailing the extent of their permissions in the financial arena and their status to offer restricted or independent advice. This document will also set down your rights and the options you can take if you are not happy with the service, and wish to complain. It must be easy to understand, written in plain English, and describe precisely what you are signing up for, along with the benefits and risks of taking the proffered advice. The Key Facts Document should also inform you of the level of cooling-off period. This allows you to cancel your contract with the financial advisor within a specific time frame, and if any penalty charges have to be paid.

Make sure you check what qualifications and experience the financial advisor has when you first speak with them. You shouldn't be self-conscious about asking these questions, after all you are just about to entrust your financial wellbeing to their expertise. All financial advisors in Hucknall must as a minimum hold a Level 4 qualification and be able to present an annual Statement of Professional Standing. If your advisor's name does not show up on the Financial Services Register, you don't need to freak out, the company the individual works for should be found on the register and their staff are all covered by the legislation. If these cannot be provided the person can still offer financial guidance as opposed to advice. Guidance is different to advice as it isn't regulated in the same way, and if financial errors occur there may be no recourse to the client.

Financial Advisor Quotes in Hucknall Nottinghamshire

If it's investing money that you are interested in, your advisor will need to know the amount of risk you are ready to take on with your hard-earned money. Substantial rewards could be possible with high risk investments, but you stand a greater chance of losing some or all of your cash. Good financial and investment advice will take into account your savings objectives, i.e. short or long term investments, how much you have to invest and how quickly you need access to your money. "How much can you afford to lose?" Is the one vital question that you really need to ask yourself. Generally known as your capacity for loss, this will very likely influence the products and services that you're offered.

Financial Advice Near Hucknall Nottinghamshire

If you already have any current mortgage loans, regular outgoing payments, investments or savings, you have to let your financial advisor know about these. To make certain that you get the best advice for you, they need to gather a clear and full picture of your financial circumstances. Good financial advice should allow for diversifying your investments and savings by spreading the risk across various products. Having an understanding of the best areas to consider, an experienced financial advisor will favour products that most closely match your financial circumstances and goals.

Communicating in the plainest speech possible, your financial advisor will throw open the complex world of finance and investment. After learning about the various services and products that meet your needs, you should be able to come to an informed and intelligent decision. If you're mind is firmly on the environment, you could ask your financial advisor to stick to ethical investment and savings schemes. This allows you to give your support to businesses and companies that address your concerns, e.g. zero carbon or renewable energy, or perhaps keeping away from corporations that do not meet your standards.

Working closely with your financial advisor in Hucknall can be challenging to fit in around your work day and other obligations. One-on-one meetings can be complemented with phone calls and video conferencing to allow you to seek advice at a time to suit you. Even if you rarely have a one-to-one meeting with your advisor, an established financial advice firm in Hucknall will have strict measures in place to keep your details secure and confidential, because working from home and remote working is now a large part of our society.


The value of your investments could drop as well as rise, and this is something that you have to remember. If your investment isn't making the amount of money you were hoping for, it can be quite frustrating and stressful. However, except if it is because of incorrect or misleading information from your advisor a downward trend in your investment is not a recognised grounds for complaint.

Independent Financial Advisor Near Hucknall (NG15)

Any disputes should start out with the firm's complaints procedure as described in the Key Facts Document. If the problem remains unresolved within the timeframe set out by the regulating body, and your advisor is a member of the Financial Conduct Authority, you can inform the Financial Ombudsman.

After looking into the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If it is established that the complaint is justified, a decision will be made on how the customer can be compensated. On acceptance by the client, the ruling becomes legally binding, and the financial advisor and their company must comply with it. The Ombudsman will also take into account any inconvenience, annoyance, trouble and distress caused to the customer during the dispute, and establish the level of compensation proportionately.

Book a Financial Advisor in Hucknall UK

Financial advice can be provided in Hucknall and also nearby in: Underwood, Giltbrook, Nutall, Papplewick, Bestwood, Calverton, Rainworth, Berry Hill, Old Basford, Aspley, Ravenshead, Linby, Bulwell, Nottingham, Butlers Hill, Arnold, Blidworth, Watnall, and in these postcodes NG15 5DJ, NG15 5BU, NG15 6JP, NG15 5EE, NG15 6EL, NG15 5WY, NG15 6AL, NG15 5DG, NG15 6DQ, NG15 6JA. Locally based Hucknall financial advisors will probably have the dialling code 0115 and the postcode NG15. Simply click the "enquiry" banner to get information on financial advisors in your area.

Financial Advice Enquiries Nottinghamshire

Nottinghamshire Financial Advice Enquiries

The latest Nottinghamshire financial advice enquiries: Lloyd Hamer from Gamston recently asked for information on life assurance. Payton Clegg from Lowdham recently asked for information on life assurance. Ayda Barnett and Niall Barnett from Bilsthorpe recently enquired about offshore investments. Abel and Sumaya Sharkey from Rainworth, Nottinghamshire recently asked for information on mortgages. Skylah and Martin Mcdonnell from Beckingham, Nottinghamshire recently asked for information on equity release. Gabrielius Farrell and Felicity Farrell from East Leake recently asked for information on life assurance. Maddox Atkinson and Sasha Atkinson from Ranskill, Nottinghamshire recently enquired about equity release. Mr and Mrs Norton from Walesby recently enquired about investment advice.

Hucknall Financial Advice Services

Financial Advice Tasks Hucknall

There is a variety of services that are provided by your local Hucknall financial advisor including general financial planning, unit trusts, long term care fee advice in Hucknall, income protection advice, independent financial advice in Hucknall, investment advice, equity release advice Hucknall, pension transfer advice, financial services in Hucknall, pension advice in Hucknall, pension reviews in Hucknall, family income benefit, ethical investment advice, cheap financial advice Hucknall, annuities, bridging finance, corporate financial planning, personal financial planning, financial analyst services, mortgage financial planning, life assurance, trusts in Hucknall, tax advice, investment planning Hucknall, corporate bonds Hucknall, and more.

Nottinghamshire Financial Advisors

Services Nottinghamshire Advice Advisor Hucknall 0115 Advisers Financial Financial Advice Advisors Investment NG15 Financial Advisor

Around Nottinghamshire you'll also discover: Kirkby in Ashfield investment advisors, Bramcote financial advice, Bilsthorpe financial advice, Stapleford investment advisors, Walesby investment advice, Clipstone financial advice, Calverton financial advisors, Harworth Bircotes investment advice, Lowdham investment advisors, Misterton financial advice, Blyth financial advice, Carlton in Lindrick financial advisors, Rhodesia financial advice, Woodborough investment advice, Hodsock investment advice, Edwinstowe investment advisors, Keyworth investment advisors, Walkeringham financial advisors, Ollerton financial advisors, Shireoaks investment advice, Hodsock financial advice, Clipstone financial advisors, Cotgrave financial advisors, Bramcote financial advisors, Lambley investment advisors, Coddington financial advice, Tuxford investment advisors, Burton Joyce financial advice, Bingham financial advisors, Gotham investment advice.

Skills Necessary for a Financial Advisor

  • To have the ability to network and establish relationships with clients.
  • To be thorough and pay attention to detail.
  • To have a flexible approach to work.
  • An outstanding understanding and knowledge of accounting and economics relating to financial markets and products.
  • To be confident in using a computer and the primary software packages.
  • To have attentive listening skills.
  • An excellent level of math knowledge for producing financial plans.
  • The ability to promote financial services and products.
  • Good business management skills for negotiating product fees.
  • Good verbal communication skills.
  • Excellent customer service skills for determining client needs.

Financial Advisors Near Hucknall

Also find: Bulwell financial advisors, Nottingham financial advisors, Ravenshead financial advisors, Nutall financial advisors, Giltbrook financial advisors, Linby financial advisors, Calverton financial advisors, Blidworth financial advisors, Old Basford financial advisors, Rainworth financial advisors, Arnold financial advisors, Papplewick financial advisors, Underwood financial advisors, Bestwood financial advisors, Butlers Hill financial advisors, Watnall financial advisors, Berry Hill financial advisors, Aspley financial advisors and more.

Hucknall Financial Advice Services

Find a Financial Advisor in Hucknall Here
Financial Advice Enquiries in Hucknall Nottinghamshire (0115)
  • Hucknall Pension Advice
  • Hucknall Mortgage Advice
  • Hucknall Cashflow Analysis
  • Hucknall Financial Advice Quotes
  • Hucknall Estate Planning
  • Hucknall Tax Advice
  • Hucknall Retirement Planning
  • Hucknall Investment Advice
  • Hucknall Financial Advice
  • Hucknall Trustee Investments
  • Hucknall Corporate Financial Planning
  • Hucknall Inheritance Advice
  • Hucknall Wealth Management
  • Hucknall Life Insurance Advice

Financial Advisors Around Hucknall: Households in Blatherwick Close, Oakfield Road, Lakeland Avenue, Long Acre, Central Avenue, Green Close, Eastwell Street, Stainsborough Road, Oakenhall Avenue, Bath Lane, Orchard Court, Farm Avenue, Robins Row, Fircroft Drive, Sherwood Street, Linby Avenue, Portland Road, Griffiths Way, Drury Close, Kingsway Road, Papplewick Lane, Leen Valley Way, St. Michaels View, Vine Terrace, Dawlish Close, Laxton Drive, Perlethorpe Drive, Tavistock Close, Portland Gardens, have needed financial advice just recently. Financial advisors have also been active in the following Hucknall area postcodes: NG15 5DJ, NG15 5BU, NG15 6JP, NG15 5EE, NG15 6EL, NG15 5WY, NG15 6AL, NG15 5DG, NG15 6DQ, NG15 6JA.

If you're interested in local info about Hucknall, Nottinghamshire click here

Independent financial advisor in NG15 area, 0115.

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