Financial Advisor Lindfield

Lindfield Independent Financial Advice & Investment

Financial Advisor Lindfield West Sussex (RH16): It can be an intimidating experience trying to find a good independent financial advisor in the Lindfield area, particularly if it is the very first time that you are needing financial advice. Whether it's investment, pension, mortgage or even insurance guidance that you are looking for, there is one common rule for all financial advisors; they all have to follow Financial Conduct Authority (FCA) regulations. The good thing about this is that should a financial advisor who is FCA authorised give you bad advice, and anything goes wrong, you have guarantees, and can contact the Financial Ombudsman or the Financial Services Compensation Scheme to get it put right.

Free Lindfield Financial Advisor Quotes

When choosing a financial advisor in Lindfield, a decent starting point could be friends and relations, but you must keep in mind that your circumstances might not be in line with theirs, and you may be in need of a different kind of advice. Their advice needs to be adapted to your unique circumstances, and every financial advisor is not suitable for everybody. Choosing the right financial advisor is crucial and it pays to speak to at least three different companies so as to check out the various options they provide, and to find one you can trust and feel at ease with.

Financial Advisor Lindfield West Sussex (RH16)

Restricted advisors and independent financial advisors (IFA), are the 2 main types of financial advisor in Lindfield. An independent financial advisor should not be confined to a single provider's products or services. Independent financial advice must be given in an unbiased way and should cover the full spectrum of financial companies and products. Using an IFA should enable you to choose from the widest possible range of services. If you use a restricted financial advisor you'll find that they could be restricted to services and products of a single company, or as with a mortgage advisor, will only be focused on one individual product.

The Financial Conduct Authority requires that any financial advisor in Lindfield must be fully transparent with you about their charges, before taking you on as a client. Based on the product you're interested in, you could be charged a set fee, by the hour or even a slice of your investment. You will sometimes be offered the possibility of a free first consultation to allow you to discuss your aims and see if the advisor is suitable for your situation. Your account might be managed by a team as opposed to one individual advisor, if you opt to go to one of the bigger Lindfield companies.

Financial Advisors Lindfield UK (01444)

You will be asked to fill in a "Fact Find" form, which is a confidential disclosure document relating your objectives and financial situation to the advising firm. You'll also be handed a Key Facts or Initial Disclosure Document, which provides you with information on the financial advisor, their situation for offering independent or restricted advice and their scope of permissions in the financial market. If you're not happy with the service, and wish to complain, this document will also set down your own rights and the options you can take. It should be simple to understand, written in layman's terms, and outline exactly what you're committing yourself to, along with the benefits and risks of going along with the advice. The level of cooling-off period should also be explained in this Key Facts Document. Within a specific time frame, this makes it possible for you to cancel your agreement with the financial advisor.

The first time you are speaking with the financial advisor you should check what experience and qualifications they've got. After all you're on the verge of entrusting your long-term financial wellbeing to their expertise, so you must not be embarrassed about asking these questions. All financial advisors in Lindfield must as a minimum hold a Level 4 qualification and present an annual Statement of Professional Standing. When you check the Financial Services Register, you don't need to freak out if your particular advisor's name does not show up on there; you ought to be able to find the company name, and this means that the regulations covers all of their advisors. If they're not able to supply these accreditations, the person cannot offer advice but is allowed to offer financial guidance. In financial terms guidance differs to advice and isn't regulated in the same way. Therefore there isn't any recourse for the client if errors arise.

Financial Advisor Quotes in Lindfield West Sussex

If you're looking for advice on investing money you will be asked about the level of risk you're ready and able to take. Most investments carry some element of risk, but higher risk investments may offer bigger rewards, and also more likelihood of losing some or all of your money. Your savings aims must be considered if good investment and financial advice is to be given, i.e. long or short term investments, how quickly you need to access your funds and how much capital you want to invest. You must always ask yourself the one important question, how much money can you afford to lose. Referred to as your 'capacity for loss', this will most likely influence the services and products that you're offered.

Financial Advice Near Lindfield West Sussex

You must tell your financial advisor about your existing mortgages, regular payments, personal savings or investments. They will need to know this, so that they can get a picture of your financial circumstances and give the correct advice for you. Sound financial advice should include diversifying your investments and savings by spreading the risk load across a range of different products. With a knowledge of the best areas to consider, an experienced financial advisor will focus attention on products that match your financial circumstances and goals.

Communicating in the clearest possible way, your financial advisor will reveal the complex world of finance and investment. You should be able to come to an informed and considered decision after you have compared the various products and services that meet your needs. You could perhaps ask your financial advisor to only specify ethical savings and investments. This does not just give you investment opportunities, but also allows you to lend your support to green energy or zero carbon projects, and stay clear of businesses that don't share the same values as you do.

It isn't always easy to have a close working relationship with a financial advisor in Lindfield without this impacting your work life and other commitments. This can be alleviated by supplementing face-to-face meetings with phone calls and video conferencing, thus enabling you to seek the guidance you need at convenient times. Even if you never have a one-to-one meeting with your personal advisor, a professional financial advice provider in Lindfield will have rigorous measures in force to ensure your details are kept secure and confidential, because working from home and remote working is now so common.


You have to keep in mind that the financial sector can be volatile, and investment values can just as easily drop as well as rise. If your investment is not making the amount of money you hoped for, it can be very frustrating and stressful. Regrettably, a downward spiraling of your investment is not seen as a grounds for complaint, unless of course it's because of wrong or misleading information from your financial advisor.

Independent Financial Advisor Near Lindfield (RH16)

As described in the Key Facts Document, any complaints should commence with the company's official complaints procedure. If the matter remains unsolved within the time schedule set out by the regulating body, and your advisor is a member of the Financial Conduct Authority, you can advise the Financial Ombudsman.

The Financial Ombudsman will independently review the cause for complaint and come to a decision. If it's found that the complaint is justifiable, a decision is made on how the client can be compensated. Once the ruling has been accepted by the client it becomes a legally binding decision which the financial advisor and their firm, must abide by. Any distress, upset, trouble and inconvenience caused to the customer during the process, will be accounted for when the Ombudsman fixes the level of compensation.

Book a Financial Advisor in Lindfield UK

Financial advice can be provided in Lindfield and also in nearby places like: West Hoathly, North Chailey, Sheffield Green, Paxhill Park, Ardingly, Balcombe, Scaynes Hill, Sandrocks, Cuckfield, Wivelsfield, Brook Street, Horsted Keynes, Danehill, Haywards Heath, Staplefield, as well as in these postcodes RH16 1RN, RH16 2DG, RH16 2HH, RH16 2NU, RH16 2RS, RH16 2EY, RH16 1RX, RH16 2LU, RH16 2HT, RH16 2NQ. Local Lindfield financial advisors will likely have the postcode RH16 and the telephone code 01444. Checking this can make sure that you access locally based financial advisers. Lindfield home and business owners can utilise these and numerous other comparable services.

Lindfield Financial Advice Services

Financial Advice Tasks Lindfield

There is a wide range of services that are provided by your local Lindfield financial advisor including equity release advice, stakeholder pension advice, will writing services in Lindfield, investment bonds in Lindfield, personal protection in Lindfield, corporate bonds, financial planning, ethical investments, business planning, cheap financial advice Lindfield, life assurance advice Lindfield, tax advice, pensions in divorce in Lindfield, pension plans Lindfield, inheritance tax planning, multi-asset portfolios, offshore investment advice, pension reviews, annuity purchase, divorce planning Lindfield, mortgage services Lindfield, mutual funds Lindfield, saving for children Lindfield, pension transfers in Lindfield, income protection advice, unit trusts, bereavement benefit advice in Lindfield, pension advice, portfolio management, financial services, and lots more. These are just an example of the duties that can be handled by a financial advisor. Lindfield professionals will be happy to tell you about their whole range of services.

Skills Needed to be a Financial Advisor

  • Good management skills for negotiating product rates.
  • To be good at promoting services and products.
  • Excellent skills in verbal communication.
  • To be able to network and build relationships with clients.
  • To be thorough and pay attention to detail.
  • A good level of numeracy for building financial plans.
  • To be organised and self-motivated.
  • To be confident in using a computer and the appropriate software programs.
  • To have attentive listening and interpersonal skills.
  • Excellent customer service skills for determining client requirements and needs.
  • A thorough understanding of accounting and economics with regard to financial markets and products.

West Sussex Financial Advice Enquiries

West Sussex Financial Advice Enquiries

Current West Sussex financial advice enquiries: Sonny and Isla-Rose Abel in Milland, West Sussex recently enquired about investment advice. Tamara Fulton and Guy Fulton from Southgate recently asked for information on equity release. Casey and Yusuf Winfield in Easebourne, West Sussex recently enquired about pension advice. Arham Hudson and Winter Hudson from Linchmere, West Sussex recently enquired about mortgage advice. Aiza and Zakariyah Macintyre in Ashurst Wood, West Sussex recently asked for information on offshore investments. Kairo Slater and Elouise Slater in Rusper recently asked about getting financial advice. Payton Crossley and Darcy Crossley from Loxwood, West Sussex recently enquired about getting financial advice. Lenny and Matylda Chaplin from Broadbridge Heath, West Sussex recently asked for information on mortgages. All of these local people conducted a search for "financial advisor West Sussex" and noticed this page on Yahoo, Bing or Google.


Financial Advisors Near Lindfield

Also find: Sheffield Green financial advisers, Brook Street financial advisers, Balcombe financial advisers, Wivelsfield financial advisers, Danehill financial advisers, Horsted Keynes financial advisers, Scaynes Hill financial advisers, Sandrocks financial advisers, Staplefield financial advisers, Cuckfield financial advisers, Paxhill Park financial advisers, Haywards Heath financial advisers, West Hoathly financial advisers, Ardingly financial advisers, North Chailey financial advisors and more. All of these villages and towns are catered for by local financial advisers. Lindfield residents can get financial advice estimates by clicking here.

Lindfield Financial Advice Services

Find a Financial Advisor in Lindfield Here
Financial Advice Enquiries in Lindfield West Sussex (01444)
  • Lindfield Cashflow Analysis
  • Lindfield Financial Services
  • Lindfield Pension Advice
  • Lindfield Wealth Management
  • Lindfield Corporate Financial Planning
  • Lindfield Inheritance Advice
  • Lindfield Estate Planning
  • Lindfield Cheap Financial Advice
  • Lindfield Trustee Investments
  • Lindfield Independent Financial Advice
  • Lindfield Mortgage Advice
  • Lindfield Life Insurance Advice
  • Lindfield Financial Advice Quotes
  • Lindfield Investment Advice

Financial Advisors Around Lindfield: Financial advice has recently been provided in the following Lindfield areas and streets - Green Meadows, Backwoods Lane, Brook Lane, School Lane, Finches Court, High Street, East Wick, Old School Court, Beckworth Lane, The Wilderness, Brookway, Chestnuts Close, Noahs Ark Lane, Summerhill Drive, High Beech Lane, Harvest Close, French Gardens, Scamps Hill, Barrington Wood, Hickman's Lane, Portsmouth Wood, Chaloner Road, Portsmouth Wood Close, Linden Grove, as well as the following local Lindfield postcodes: RH16 1RN, RH16 2DG, RH16 2HH, RH16 2NU, RH16 2RS, RH16 2EY, RH16 1RX, RH16 2LU, RH16 2HT, RH16 2NQ. People in these local areas recently required help from a financial advisor. Lindfield residents benefited from reliable and high quality financial services in every case.

To find out local Lindfield info go here

Independent financial advisor in RH16 area, phone code 01444.

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