Financial Advisor Huntingdon

Huntingdon Independent Financial Advice & Investment

Financial Advisor Huntingdon Cambridgeshire (PE29): Locating a good independent financial advisor in Huntingdon can be a daunting experience, especially if you are needing financial advice for the very first time. Whether you are looking for pension, investment, mortgage or even insurance guidance, all qualified financial advisors have one thing in common; they must all follow the regulations laid down by the Financial Conduct Authority. This comes with various guarantees, so after taking advice from a FCA registered financial advisor in Huntingdon, you can seek reparation from the Financial Ombudsman Scheme or the Financial Services Compensation Scheme, if something should go awry.

Free Huntingdon Financial Advisor Quotes

When choosing a financial advisor in Huntingdon, a decent place to begin could be friends and neighbours, however you must remember that your circumstances might not be the same as theirs, and you might be in need of a different sort of advice. Not every financial advisor is suitable for everybody, and their advice needs to be personalised to your particular situation. It is a good idea to talk with at least 3 different firms when you're considering a financial advisor, since this is a major decision, and you need to find one that you feel comfortable with and can trust, and also explore the various options they offer.

Financial Advisor Huntingdon Cambridgeshire (PE29)

Restricted advisors and independent financial advisors, are the two principal types of financial advisor in Huntingdon. The advantage of seeing an IFA is that they should not be confined to the products and services of just one provider, and can offer a wide range of options. Independent financial advice must be offered in an unbiased way and across the whole gamut of financial companies and products. This will permit you to choose from the widest possible range of services to suit your needs. A restricted advisor may be limited to products and services from a specific firm, or may even focus on an individual product, as in the case of a mortgage advisor.

Before any financial advisor in Huntingdon takes you on as a client, they're required by the Financial Conduct Authority to discuss their charges with you. Although it varies determined by the kind of product you are interested in, there may be an hourly rate, a set fee, or you could even be charged a slice of the money you're investing. A free first consultation may be offered, so that you can discuss your goals and circumstances to find out if the advisor is a good fit. In some bigger Huntingdon companies, you could find that your account is being handled by a team as opposed to an individual advisor.

Financial Advisors Huntingdon UK (01480)

To summarise your financial situation and objectives to the advising firm, you'll be required to complete a "Fact Find" form, which is a confidential disclosure document. A Key Facts Document, or Initial Disclosure Document will also be given to you, to provide information about the financial advisors themselves, explaining their range of permissions in the financial market and their status to offer independent or restricted advice. This document should also lay out your rights and the options you can take if you're not satisfied with the service, and would like to complain. It must be written in plain English and detail what you're signing up for, and any possible benefits and risks that exist if you elect to accept the offered advice. You can find the level of cooling-off period in this document. This permits you to cancel your agreement with the financial advisor within a specific time period, and if any penalties are incurred.

You need to check the qualifications and experience of your financial advisor the first time you talk to them. You should not be embarrassed about asking these questions, after all you are on the verge of entrusting your financial future to their skill. A Level 4 qualification in financial advice is the minimum qualification for any Huntingdon financial advisor, and they must also be able to provide you with an annual Statement of Professional Standing. You should not panic if your advisor's name does not appear on the Financial Services Register, as long as the company is listed on the register, their personnel will be covered by the regulations. If they are not able to present these accreditations, the person cannot offer advice but is allowed to offer financial guidance. Guidance is not subject to regulations in the same way as financial advice, meaning that if mistakes occur the client won't have any recourse.

Financial Advisor Quotes in Huntingdon Cambridgeshire

If it is investments that you are interested in, your advisor will want to know the level of risk you are willing to take with your hard-earned money. Better rewards might be possible with high risk investments, but you stand a greater chance of losing some or all of your money. In order to get the best financial and investment advice, your savings aims must be carefully considered, i.e. short or long term investments, how much you have to invest and how quickly you need access to your funds. One question you should ask yourself, which is normally ignored, is how much money you can afford to lose. Commonly called your 'capacity for loss', this will most likely influence the products and services that you are offered.

Financial Advice Near Huntingdon Cambridgeshire

If you have already got any current investments, mortgages, savings accounts or regular outgoing payments, you have to let your financial advisor know about these. They'll need to know this, so that they can get a clear picture of your finances and give the correct advice for your needs. The diversification of your investments and savings by spreading the risk across a range of different products, is an essential part of reliable financial advice. A competent financial advisor in Huntingdon will have the knowledge of the best products to consider, which reflect your financial situation and your goals.

A financial advisor will unveil the multifaceted world of finance, and converse in as much plain speech as possible. After comparing the services and products that match your needs, you should be able to make an informed and calculated decision. You can even ask your advisor only to include ethical savings and investment schemes. You can then steer clear of corporations that businesses meet your standards, but instead support those firms and enterprises that match your concerns, for example green energy or zero carbon.

It isn't always easy to work closely with a financial advisor in Huntingdon without this impacting your work day and other responsibilities. To allow you to seek advice at times that suit you, face-to-face meetings can be backed up with telephone and video conferencing. A professional financial advice company in Huntingdon will have strict measures in force to ensure your details are kept confidential and secure, even if you rarely have an in-person meeting with your personal advisor, because home and remote working is now so common.


Investments can go down as well as up, as the financial world can be volatile. If it just so happens that your investment fails to make as much money as you were hoping for, it can be an extremely worrying and disheartening time. Sadly, your investment having a downward trend isn't seen as a cause for complaint, unless it is owing to wrong or misleading information from your financial advisor.

Independent Financial Advisor Near Huntingdon (PE29)

The firm's complaints procedure should be the place to start with any grievances, and the Key Facts Document should explain this. If your financial advisor is a member of the Financial Conduct Authority, you can inform the Financial Ombudsman of the issue if it remains unsolved within the time period set out by the regulating authority.

The Financial Ombudsman will make a ruling after independently reviewing the cause of the complaint. If it's found that the complaint is legitimate, a decision is made on how the customer can be compensated or the situation rectified. Once agreed on by the client, the decision becomes a legally binding one, and the financial advisor and their firm must abide by it. The Ombudsman will also take into consideration any hassle, inconvenience, distress and annoyance caused to the customer during the situation, and set the level of compensation proportionately.

Book a Financial Advisor in Huntingdon UK

Financial advice can be provided in Huntingdon and also in nearby places like: Great Stukeley, Offord Cluny, Little Stukeley, Alconbury, Alconbury Weston, Houghton, Ellington, Godmanchester, Hartford, Stukeley Meadows, Buckden, Hemingford Grey, Brampton, Sapley, and in these postcodes PE29 1BL, PE29 1RG, PE29 1RY, PE29 1JT, PE28 2XN, PE29 1AG, PE29 1GG, PE29 1HR, PE29 1LZ, PE28 0PS. Local Huntingdon financial advisers will most likely have the dialling code 01480 and the postcode PE29. Verifying this will make certain that you access local financial advisers. Huntingdon home and business owners can benefit from these and many other comparable services.

Regular Duties for a Financial Advisor

  • Financial advisors keep fully abreast of regulation changes and new products.
  • Financial advisors update clients concerning their investments.
  • Financial advisors work in collaboration with their peers to gather trends, statistics and market information.
  • Financial advisors maintain a record of potential customers and transactions.
  • Financial advisors provide consultation, education and counselling with regards to investments and finances.
  • Financial advisors recommend the best-suited financial products to their clients.
  • Financial advisors collaborate with financial product providers.
  • Financial advisors produce comprehensive financial reports.
  • Financial advisors speak with clients regarding their plans and finances.
  • Financial advisors meet sales and performance targets.

Skills and Knowledge Needed to be a Financial Advisor

  • A competent level of mathematical knowledge for building financial packages.
  • To have excellent IT skills.
  • To be thorough and pay attention to detail.
  • Excellent customer service skills for determining client requirements.
  • A solid understanding of accounting and economics with regard to financial markets and products.
  • To be able to network and build relationships with customers.
  • To be target driven.
  • Active listening and interpersonal skills.
  • Good management skills for the negotiation of product prices.
  • Excellent verbal communication skills.
  • The ability to sell services and products.

Cambridgeshire Financial Advice Enquiries

Cambridgeshire Financial Advice Enquiries

Recent Cambridgeshire financial advice enquiries: Harper Best and Heidi Best from Bourn recently asked for information on financial planning. Leo Howe from Swavesey, Cambridgeshire recently asked for information on family income benefit. Mikael Fitzgerald from Alconbury recently asked for information on financial planning. Andrew Wooldridge and Kristina Wooldridge from Waresley recently asked for information on equity release. Tillie and Haris Plumb from Foxton recently enquired about mortgage advice. Lennon and Naomi Whitehead from Burwell recently asked for information on offshore investments. Mayson Nairn from Elm, Cambridgeshire recently enquired about mortgage advice. Mr and Mrs Charlton from Stretham recently enquired about family income benefit. Most of these local residents did a search for "Garden Fencing Cambridgeshire" and came across this website on either Yahoo, Bing or Google.

Huntingdon Financial Advice Services

Financial Advice Tasks Huntingdon

There is a range of services that are provided by your local Huntingdon financial advisor including long term care fee advice, portfolio management Huntingdon, money planning, divorce planning, business planning, pension advice Huntingdon, cash flow modelling, income protection Huntingdon, mutual funds, life assurance, ethical investment advice in Huntingdon, investment bonds, family income benefit Huntingdon, pension transfer advice, financial planning, familt controlled trusts, multi-asset portfolios, unit trusts in Huntingdon, investment planning Huntingdon, cheap financial advice, will writing services, corporate bonds in Huntingdon, mortgage advice, bridging finance Huntingdon, investment consolidation advice in Huntingdon, personal pensions Huntingdon, business protection in Huntingdon, trustee investment services, personal financial planning, personal protection in Huntingdon, and more. These are just some of the duties that can be accomplished by a financial advisor. Huntingdon professionals will be delighted to keep you abreast of their entire range of financial services.


Financial Advisors Near Huntingdon

Also find: Sapley financial advisers, Houghton financial advisers, Hemingford Grey financial advisers, Ellington financial advisers, Brampton financial advisers, Alconbury Weston financial advisers, Great Stukeley financial advisers, Godmanchester financial advisers, Little Stukeley financial advisers, Alconbury financial advisers, Buckden financial advisers, Stukeley Meadows financial advisers, Offord Cluny financial advisers, Hartford financial advisors and more. The majority of these towns and villages are serviced by local financial advisers. Huntingdon residents can get price quotes by going here.

Huntingdon Financial Advice Services

Find a Financial Advisor in Huntingdon Here
Financial Advice Enquiries in Huntingdon Cambridgeshire (01480)
  • Huntingdon Estate Planning
  • Huntingdon Trustee Investments
  • Huntingdon Corporate Financial Advice
  • Huntingdon Tax Advice
  • Huntingdon Inheritance Advice
  • Huntingdon Financial Advice Quotations
  • Huntingdon Cheap Financial Advice
  • Huntingdon Retirement Advice
  • Huntingdon Independent Financial Advice
  • Huntingdon Cashflow Analysis
  • Huntingdon Life Insurance Advice
  • Huntingdon Wealth Management
  • Huntingdon Pension Advice
  • Huntingdon Mortgage Advice

Financial Advisors Around Huntingdon: Households in Bradley Road, Capulet Close, Stevenson Court, Tidley Cross, Bluntisham Road, Balmoral Way, Bure Close, Anson Place, Abbots Crescent, St Felix Road, Beech Drive, Sambar Close, The Glebe, St Marys Road, Darrington Close, Town Orchard, Chequers Close, Annesley Close, Bayliss, Alms Houses, Ash Close, The Chestnuts, Barker Close, The Paddock, Coneygear Road, Turvers Lane, Sharps Lane, Burberry Road, Shakespeare Road, Bushmead Road, have needed financial advice recently. Financial advisors have also been active in the following Huntingdon area postcodes: PE29 1BL, PE29 1RG, PE29 1RY, PE29 1JT, PE28 2XN, PE29 1AG, PE29 1GG, PE29 1HR, PE29 1LZ, PE28 0PS. People residing in these areas recently needed the help of a financial advisor. Huntingdon residents enjoyed dependable and top quality financial services on every occasion.

Huntingdon Financial Advisor Jobs: See financial adviser jobs in Huntingdon by going here: General Financial Advisor Jobs

Huntingdon Cambridgeshire England: The attractive, ancient market town of Huntingdon can be found in the county of Cambridgeshire in the Eastern area of the United Kingdom. Huntingdon is about 20 miles from Cambridge and 10 miles from St Neots, neighbouring places include Great Stukeley, Houghton, Sapley, Stukeley Meadows, Ellington, Alconbury Weston, Little Stukeley and Godmanchester. Huntingdon has the postcode PE 26, PE28 and PR29, has the area dialling code 01480 and has a population of approximately 24,000. Huntingdon was formerly in Huntingdonshire, it received its charter in 1205 from King John. For the latest local Huntingdon info go here. (Tags: Huntingdon United Kingdom, Huntingdon England, Huntingdon Cambs, Huntingdon Cambridgeshire)

Independent financial advisor in PE29 area, (dialling code 01480).

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(This financial advisor Huntingdon article was last updated on 06-05-2022)