Financial Advisor Kenilworth

Kenilworth Independent Financial Advice & Investment

Financial Advisor Kenilworth Warwickshire (CV8): Locating a first-rate financial advisor advisor in the Kenilworth area can be an intimidating experience, in particular if you are needing financial advice for the first time. Nevertheless, all qualified financial advisors are bound by one simple rule; they all have to observe the regulations of the Financial Conduct Authority (FCA), whether you are searching for mortgage, pensions, investment or even insurance guidance. Any advice given by a FCA approved financial advisor in Kenilworth comes with the guarantee that should anything go awry, you can get in touch with the Financial Ombudsman Scheme or the Financial Services Compensation Scheme.

Free Kenilworth Financial Advisor Quotes

When choosing a financial advisor in Kenilworth, a decent place to begin could be friends and relations, but you must keep in mind that your circumstances may not be in line with theirs, and you may need a different type of advice. Every financial advisor is not suitable for everyone, and their advice needs to be personalised to your specific circumstances. It pays to chat to at least three different companies when you're choosing a financial advisor, as this is a major decision, and you will be looking to find one that you feel comfortable with and can trust, and at the same time check out the various options they can provide.

Financial Advisor Kenilworth Warwickshire (CV8)

There are 2 principal types of financial advisor in Kenilworth; restricted advisors and independent financial advisors. An IFA should not be limited to just one company's services or products. Independent financial advice should be given in an impartial and unbiased way and across the full spectrum of financial companies and products. This will allow you to select from the widest range of services to meet your needs. A restricted advisor might be concerned with a single product, such as a mortgage advisor, or be restricted to products and services from a single provider.

The FCA demands that any Kenilworth financial advisor must be transparent about their charges, before taking you on as a client. Depending on the kind of services you're looking for, you could be charged by the hour, a set fee or perhaps even a slice of your investment. A free preliminary consultation may be offered, so you can discuss your objectives and circumstances to find out if the advisor is the best fit. In some larger Kenilworth companies, you might find that your account is looked after by a team rather than an individual.

Financial Advisors Kenilworth UK (01926)

You'll be required to fill in a "Fact Find" document, which is a confidential disclosure form relating your financial situation and goals to the advising company. You will also be handed a Key Facts or Initial Disclosure Document, which gives you information about the financial advisor, their situation for offering independent or restricted advice and the extent of their permissions in the financial arena. This document will also lay down your own legal rights and the options you can take if you aren't satisfied with the service, and would like to make a complaint. It should detail what you are signing up for, and any possible risks and benefits should you opt to accept the offered advice, and it has to be set down in plain English. The cooling-off period should also be explained in this Key Facts Document. This enables you to cancel your agreement within a specific period of time, and whenever any penalty charges are incurred.

When talking with the financial advisor for the first time make sure you check their qualifications and experience. After all you are on the verge of entrusting your long-term financial wellbeing to their expertise, so you must not be self-conscious about asking such questions. A Level 4 qualification is the minimum certification for any financial advisor in Kenilworth, and they must also be in a position to provide you with an annual Statement of Professional Standing. If your advisor's name does not appear on the Financial Services Register, don't stress, the company the person works for will almost certainly be on the register and their personnel are all covered by the regulations. If these cannot be presented the person can still offer financial guidance rather than financial advice. Guidance is different to advice as it's not regulated in the same way, and if errors occur there may be no recourse to either party.

Financial Advisor Quotes in Kenilworth Warwickshire

You'll be asked about the level of risk you are willing and able to accept, if you are seeking advice on investing money. High risk investments could offer higher rewards, but all or some of your capital could be lost. In order to get the very best financial and investment advice, your savings objectives must be taken into account, i.e. how rapidly you need access to your money, how much cash you want to invest and short or long term investments. The one question that you should ask of yourself, which is usually ignored, is just how much you can actually afford to lose. Generally known as your capacity for loss, this will most likely affect the services and products that you are offered.

Financial Advice Near Kenilworth Warwickshire

Right from the start, it's imperative that you let your financial advisor know about any regular payments, mortgages, savings accounts or investments that you currently have. To ensure that you receive the most appropriate advice for you, they need to gather a clear and full picture of your financial situation. The diversification of your savings and investments by spreading the risk load across various products, is a vital part of reliable financial advice. Having a knowledge of the best areas to consider, a certified financial advisor will favour products that fit in with your goals and financial situation.

Your financial advisor will attempt to communicate in as much plain speech as possible, to unveil the multifaceted world of finance. After comparing the products and services that match your needs, you should be in a position to make an informed and deliberative decision. If you're mind is firmly on the environment, you can even ask your financial advisor to stick to ethical investments and savings. This not only gives you investment opportunities, but also enables you to support renewable energy or zero carbon projects, and avoid companies that do not share the same values as you do.

It's not that easy to have a close working relationship with a financial advisor in Kenilworth without this impacting your work life and other obligations. This can be alleviated by supplementing one-on-one meetings with video conferencing and telephone, therefore allowing you to get the advice you need at convenient times. Remote and home working is now a large part of our society, and any professional financial advice provider in Kenilworth will have stringent measures in force to keep your details confidential and secure, even if you hardly ever have a one-to-one meeting with your personal advisor.


You must always understand that the financial sector can be unpredictable, and the value of your investments can just as easily drop as well as rise. If your investment isn't making as much money as you were hoping for, it can be very worrying and demoralising. A downward spiral in your investment is not a recognised cause for complaint, unless your financial advisor has supplied you with misleading or incorrect information.

Independent Financial Advisor Near Kenilworth (CV8)

As described in the Key Facts Document, any complaints should commence with the company's complaints procedure. If the problem remains unsolved within the period set by the regulating authority, and the financial advisor is a member of the FCA, 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 found that the complaint is justified, a decision is made on how the client can be financially compensated. The financial advisor and their company must abide by any decision that is made by the Ombudsman, which becomes legally binding as soon as the customer has accepted it. The Ombudsman will also take into account any distress, hassle, upset and inconvenience caused to the client during the process, and establish the level of compensation accordingly.

Book a Financial Advisor in Kenilworth UK

Financial advice can be provided in Kenilworth and also in nearby places like: Wroxhall, Royal Leamington Spa, Blackdown, Cubbington, Honiley, Warwick, Baginton, Stoneleigh Park, Hill Wootton, Hatton Park, Balsall Common, Bubbenhall, Burton Green, Castle End, Leek Wootton, and in these postcodes CV8 1FL, CV8 1GL, CV8 1FF, CV8 1LT, CV8 1BY, CV8 1LS, CV8 1HR, CV8 1EW, CV8 1FD, CV8 1AA. Local Kenilworth financial advisers will most likely have the postcode CV8 and the telephone dialling code 01926. Checking this out will guarantee that you're accessing local financial advisers. Kenilworth home and business owners can benefit from these and countless other comparable services.

Skills and Knowledge Necessary for a Financial Advisor

  • Excellent skills in verbal communication.
  • The ability to promote services and products.
  • To have a flexible work ethic.
  • An outstanding knowledge of economics and accounting associated with financial markets and products.
  • To have the ability to network and build solid relationships with customers.
  • To have good IT skills.
  • To be thorough and pay attention to detail.
  • Effective business management skills for negotiating product rates.
  • Good skills in customer service for finding out customer needs.
  • An excellent level of mathematical knowledge for creating financial plans.
  • Active listening skills.

A Financial Advisor's Day to Day Tasks

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

Kenilworth Financial Advice Services

Financial Advice Tasks Kenilworth

There is a wide range of services which are provided by your local Kenilworth financial advisor including pension consolidation advice, long term care fee advice, pensions in divorce, mortgage services, personal financial planning in Kenilworth, personal protection in Kenilworth, pension advice, portfolio management Kenilworth, investment bonds, unit trusts Kenilworth, general financial planning, bereavement benefit advice, pension planning, stakeholder pensions in Kenilworth, trustee investment services, pension reviews, money planning in Kenilworth, multi-asset portfolios, ISA's, corporate bonds, income protection advice in Kenilworth, financial planning in Kenilworth, retirement plans, business protection, familt controlled trusts, life insurance, corporate financial planning, investment reviews, wealth management & investments in Kenilworth, business financial planning Kenilworth, and lots more. These are just a small portion of the duties that can be performed by a financial advisor. Kenilworth professionals will keep you informed about their entire range of services.

Warwickshire Financial Advice Enquiries

Financial Advice Enquiries Warwickshire

The latest Warwickshire financial advice enquiries: Lili Paisley and Jax Paisley from Arley recently enquired about investment bonds. Primrose Tuck and Tobias Tuck from Leamington Spa, Warwickshire recently enquired about life assurance. Mr and Mrs Bartlett from Long Compton, Warwickshire recently enquired about equity release. Cruz and Liya Pratt from Austrey, Warwickshire recently asked for information on financial planning. Elia Gould from Alcester, Warwickshire recently asked for information on family income benefit. Neriah Tyrer from Temple Herdewyke, Warwickshire recently asked for information on offshore investments. Farrah Johnstone from Wolvey, Warwickshire recently asked for information on investment bonds. Mr and Mrs Hastings from Lighthorne, Warwickshire recently asked for information on investment bonds. All of these local residents did a search for "Garden Fencing Warwickshire" and located this webpage on either Bing, Google or Yahoo.


Financial Advisors Near Kenilworth

Also find: Hatton Park financial advisers, Balsall Common financial advisers, Wroxhall financial advisers, Baginton financial advisers, Honiley financial advisers, Leek Wootton financial advisers, Burton Green financial advisers, Bubbenhall financial advisers, Castle End financial advisers, Blackdown financial advisers, Stoneleigh Park financial advisers, Royal Leamington Spa financial advisers, Cubbington financial advisers, Warwick financial advisers, Hill Wootton financial advisors and more. All these villages and towns are catered for by local financial advisers. Kenilworth residents can get financial advice quotations by clicking here.

Kenilworth Financial Advice Services

Find a Financial Advisor in Kenilworth Here
Financial Advice Enquiries in Kenilworth Warwickshire (01926)
  • Kenilworth Tax Advice
  • Kenilworth Mortgage Advice
  • Kenilworth Inheritance Advice
  • Kenilworth Cheap Financial Advice
  • Kenilworth Trustee Investments
  • Kenilworth Pension Advice
  • Kenilworth Estate Planning
  • Kenilworth Investment Advice
  • Kenilworth Corporate Financial Planning
  • Kenilworth Financial Services
  • Kenilworth Retirement Advice
  • Kenilworth Cashflow Analysis
  • Kenilworth Wealth Management
  • Kenilworth Financial Advice Quotations

Financial Advisors Around Kenilworth: People living in the following areas and roads have just recently requested financial advice - The Square, Finham Road, Fennyland Lane, Inveraray Close, Field Close, Farmer Ward Road, Canterbury Close, Rawnsley Drive, Cherry Orchard, Cobbs Road, Tainters Hill, Queen's Road, Brooke Road, Chestnut Avenue, Trentham Gardens, Garlick Drive, Harlech Close, Towers Close, Piper's Lane, Lower Ladyes Hills, Birmingham Road, Wilson Grove, Denewood Way, Riley Close, Gardner Way, Holmewood Close, Hyde Road, Borrowell Lane, Quarry Road, Station Road, as well as the following local Kenilworth postcodes: CV8 1FL, CV8 1GL, CV8 1FF, CV8 1LT, CV8 1BY, CV8 1LS, CV8 1HR, CV8 1EW, CV8 1FD, CV8 1AA. Folks living in these local areas recently needed help from a financial advisor. Kenilworth residents received dependable and top quality financial services in every case.

Kenilworth Warks: A town and civil parish situated in the county of Warwickshire in England's West MIdlands region, Kenilworth boasts a population of about twenty two thousand people and sits on a tributary of the River Sowe called Finham Brook. Kenilworth is situated around 5 miles from Coventry and 6 miles from Leamington, neighbouring villages and towns include Stoneleigh Park, Cubbington, Balsall Common, Hill Wootton, Warwick, Castle End, Blackdown and Baginton. Kenilworth is well known for its now ruined Kenilworth Castle and Kenilworth Abbey, which both bring in numerous tourists to the area. Kenilworth is in the postcode district CV8 and has the telephone dialling code 01926, it's OS grid reference is SP2971. To find out local Kenilworth info go here. (Tags: Kenilworth England, Kenilworth Warwickshire, Kenilworth Warks, Kenilworth UK)

Independent financial advisor in CV8 area, telephone code 01926.

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(This financial advisor Kenilworth content was revised and updated on 06-05-2022)