Financial Advisor Leyland

Leyland Independent Financial Advice & Investment

Financial Advisor Leyland Lancashire (PR25): If you're seeking financial advice for the first time, trying to locate a first-rate independent financial advisor in the Leyland area can be a daunting experience. Whether it is pension, investment, mortgage or even insurance guidance that you're after, there's one common rule for all qualified financial advisors; they all have to stick to Financial Conduct Authority (FCA) regulations. This comes with various guarantees, thus after getting advice from a FCA certified financial advisor in Leyland, you can seek recompense from the Financial Ombudsman Scheme or the Financial Services Compensation Scheme, if if things go awry.

Free Leyland Financial Advisor Quotes

A decent starting point in choosing a financial advisor in Leyland can be relatives and friends, but bear in mind that the type of advice you are searching for might be significantly different to theirs. Every financial advisor is not suitable for everyone, and any advice they provide should be tailored to your specific situation. It pays to speak with at least three different companies when you're picking a financial advisor, as this is a major decision, and you'll be looking to find one that you can trust and feel comfortable with, and explore the various options they offer.

Financial Advisor Leyland Lancashire (PR25)

Independent financial advisors (IFA) and restricted advisors, are the 2 main types of financial advisor in Leyland. Offering a wide range of options, an IFA should not be confined to the products or services of just one provider. Covering the full spectrum of financial companies and products, independent financial advice should be offered in a frank and unbiased way to clientele. This will permit you to select from the widest range of services to match your needs. A restricted advisor could be limited to services and products from one particular firm, or might even concentrate on a specific product, as you might find with a mortgage advisor.

Before accepting you as a client, any Leyland financial advisor must discuss their charges with you, as demanded by the FCA. Dependant upon the kind of services you require, you could be charged by the hour, a set fee or even a percentage of your investment value. To discuss your goals and determine whether the advisor is a good fit for your circumstances, a free preliminary consultation may be offered. Your account could be handled by a team as opposed to a single advisor, if you elect to go with one of the bigger companies in Leyland.

Financial Advisors Leyland UK (01772)

Before any actual advice is given you will be required to fill out a confidential disclosure form, known as a "Fact Find" document, which tells the advising company about your desired goals and financial situation. An Initial Disclosure, or Key Facts Document will also be handed to you, providing information regarding the financial advisors themselves, outlining their range of permissions in the financial sector and their situation for offering independent or restricted advice. This document should also make clear your own rights and the options you can take if you are not satisfied with the service provided, and need to submit a complaint. It has to be simple to understand, written in layman's terms, and explain precisely what you are signing up for, along with the risks and benefits of going along with the advice. You will find the amount of cooling-off period in this document. Within a certain number of days, this allows you to cancel the agreement with your financial advisor.

You'll want to check what experience and qualifications the financial advisor has when you first speak to them. After all you are just about to entrust your financial wellbeing to their expertise, so you should never be embarrassed about asking these questions. All financial advisors in Leyland must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. Don't worry if your specific financial advisor's name doesn't show up on the Financial Services Register, providing the company is on the register, their advisors are covered by the regulations. If they're not able to present these accreditations, the person cannot offer advice but can offer financial guidance. Guidance is somewhat different to advice as it is not regulated in the same way, and if financial blunders occur there will probably be no recourse to either party.

Financial Advisor Quotes in Leyland Lancashire

If you are needing advice on investments you'll be asked about the amount of risk you are ready and able to accept. High risk investments could potentially offer larger rewards, however some or all of your cash could be lost. Your savings goals will need to be carefully considered if the best investment advice is to be given, i.e. long or short term investments, how rapidly you need to access your money and how much you wish to invest. You must always ask yourself the one vital question, how much can you actually afford to lose. This may well affect the products and services that could be offered for your consideration, and is commonly called your 'capacity for loss'.

Financial Advice Near Leyland Lancashire

You should tell your financial advisor about your existing mortgage loans, regular outgoings, personal savings or investments. They will need this information, so they can get a clear picture of your financial circumstances and give the appropriate advice for you. Spreading the risk across a number of different products through the diversification of your savings and investments, is something that good quality financial advice should allow for. With an understanding of the best areas to consider, a professional financial advisor will favour products that most closely fit in with your goals and financial situation.

Communicating in in the simplest terms possible, your financial advisor will reveal the multifaceted world of finance and investment. This will enable you to compare services and products that meet your needs, and come to an informed decision. You can even ask your advisor to only include ethical investment and savings schemes. This allows you to give your support to enterprises and companies that match your concerns, e.g. zero carbon or renewable energy, or perhaps avoiding investments that do not meet your standards.

Working together with your financial advisor in Leyland can be tricky to fit in around your work life and other obligations. This can be reduced by augmenting face-to-face appointments with telephone calls and video conferencing, therefore enabling you to seek the guidance you need at convenient times. Even if you hardly ever have a one-on-one meeting with your advisor, a competent financial advice provider in Leyland will have strict measures in place to ensure your details are kept confidential and secure, because remote and home working is now so common.


Investments can go down as easily as they can go up, since the financial world can be volatile. If it happens that your investment fails to make as much money as you hoped for, it can be a demoralising and stressful time. However, unless it's down to misleading or wrong information from your financial advisor, a downward spiraling of your investment is not seen as a cause for complaint.

Independent Financial Advisor Near Leyland (PR25)

Any complaints should start with the firm's official complaints procedure as described in the Key Facts Document. If the issue is unsolved within the time-frame set out by the regulating authority, and the financial advisor is a member of the FCA, you can advise the Financial Ombudsman.

After reviewing the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. A decision is made on how to financially compensate the customer, if the complaint is upheld. On acceptance by the client, the ruling will become legally binding, and the advisor and their firm must abide by it. Any compensation as set out by the Ombudsman will also take into consideration any annoyance, trouble, inconvenience and distress caused to the customer during the dispute.

Book a Financial Advisor in Leyland UK

Financial advice can be provided in Leyland and also nearby in: Farington, Bamber Bridge, New Longton, Runshaw Moor, Clayton-le-Woods, Earnshaw Bridge, Midge Hall, Preston, Broadfield, Euxton, Farington Moss, Whittle-le-Woods, Buckshaw Village, and in these postcodes PR25 1DJ, PR25 1XH, PR25 1XX, PR25 1HB, PR25 1AJ, PR25 1UD, PR25 1ZU, PR25 1TU, PR25 1JS, PR25 1UJ. Local Leyland financial advisers will probably have the postcode PR25 and the dialling code 01772. Verifying this should guarantee that you access local financial advisers. Leyland property owners will be able to utilise these and various other similar services. Simply click on the "enquiry" banner to get info on financial advisors in your location.

Leyland Financial Advice Services

Financial Advice Tasks Leyland

There are a wide range of services which are provided by your local Leyland financial advisor including trusts Leyland, death benefits, life assurance, pension transfers, trustee investment services, annuities, cheap financial advice, stakeholder pension advice, personal pensions advice, multi-asset portfolios, personal protection, cashflow planning Leyland, long term care fee planning, corporate bonds, annuity purchases Leyland, inheritance tax planning, divorce planning Leyland, independent financial advice in Leyland, tax financial planning Leyland, pension drawdowns, business protection Leyland, mutual funds, life insurance advice, financial planning, investment consolidation advice, money planning, personal financial planning, bridging finance in Leyland, wealth management & investments, portfolio management in Leyland, and more. These are just a small portion of the tasks that can be handled by a financial advisor. Leyland professionals will let you know their whole range of services.

Financial Advisors Lancashire

Advice Financial Leyland Financial Advisor Services Lancashire Financial Advice PR25 Advisors Advisor 01772 Advisers Investment

In the Lancashire area you can likewise find: Whittle le Woods investment advice, Burscough financial advisors, Stalmine investment advice, Warton financial advisors, Whitworth investment advice, Whitworth financial advice, Little Hoole investment advice, Little Hoole financial advisors, Halton investment advice, Samlesbury financial advice, Caton financial advice, Bamber Bridge investment advisors, Tarleton investment advisors, Barrowford investment advisors, Ellel investment advisors, Coppull investment advice, Bacup financial advice, Hambleton investment advice, Edgworth investment advisors, Barnoldswick investment advisors, Fence financial advice, Oswaldtwistle financial advisors, Rishton financial advisors, Elswick financial advice, Wiswell financial advisors, Scarisbrick investment advisors, Waddington financial advice, Myerscough financial advice, Garstang financial advisors.

Lancashire Financial Advice Enquiries

Lancashire Financial Advice Enquiries

Recent Lancashire financial advice enquiries: Mikey Robin from Bickerstaffe, Lancashire recently enquired about equity release. Mr and Mrs Baird from Samlesbury, Lancashire recently asked for information on mortgages. Leyton Taylor and Paris Taylor from Forton, Lancashire recently asked for information on family income benefit. Mr and Mrs Woodhead from Briercliffe recently enquired about offshore investments. Morgan Keeley from Myerscough recently asked for information on pensions. Fabian Buxton from Much Hoole recently asked for information on financial planning. Kallum Green and Nuala Green from Carnforth, Lancashire recently enquired about offshore investments. Connie and Kayson Close from New Longton recently enquired about financial planning. Most of these local people searched for "Garden Fencing Lancashire" and found this webpage on either Google or another search engine.


Financial Advisors Near Leyland

Also find: Earnshaw Bridge financial advisers, Euxton financial advisers, Farington financial advisers, New Longton financial advisers, Clayton-le-Woods financial advisers, Midge Hall financial advisers, Runshaw Moor financial advisers, Broadfield financial advisers, Farington Moss financial advisers, Whittle-le-Woods financial advisers, Preston financial advisers, Buckshaw Village financial advisers, Bamber Bridge financial advisors and more. All these towns and villages are catered for by local financial advisers. Leyland residents can get estimates by clicking here.

Leyland Financial Advice Services

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Financial Advice Enquiries in Leyland Lancashire (01772)
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  • Leyland Inheritance Advice
  • Leyland Estate Planning
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  • Leyland Investment Advice

Financial Advisors Around Leyland: In the previous twelve months financial advice was provided in the following Leyland streets: Cross Street, Royal Avenue, Seven Stars Road, Slater Lane, Ranaldsway, Elmwood Avenue, Alandale Close, Marshalls Brow, Whernside Way, Dunkirk Lane, Kielder Gardens, Dorothy Avenue, Moorfield Road, Thurston Road, Great Park Drive, Mendip Road, Avocet Court, Orchard Street, Boundary Street, Chatsworth Road, Wellington Avenue, Westlands, Hall Lane, Chiltern Meadow, Kingsdale Close, Glover Close, St. Davids Road, Leafy Close, Old School Close, and in these Lancashire postcodes: PR25 1DJ, PR25 1XH, PR25 1XX, PR25 1HB, PR25 1AJ, PR25 1UD, PR25 1ZU, PR25 1TU, PR25 1JS, PR25 1UJ. People residing in these local areas recently required the help of a financial advisor. Leyland residents enjoyed the benefits of professional and competent financial services in all cases.

Leyland Financial Advisor Jobs: View financial adviser jobs in Leyland by clicking here: General Financial Advisor Jobs

To find local info relating to Leyland, Lancashire check here

Independent financial advisor in PR25 area, phone code 01772.

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(This financial advisor Leyland information was revised and updated on 06-05-2022)