Financial Advisor Liphook

Liphook Independent Financial Advice & Investment

Financial Advisor Liphook Hampshire (GU30): Locating a first-rate financial advisor advisor in Liphook can be a daunting experience, in particular if you are needing financial advice for the first time. However, all financial advisors are bound by one common rule; they must all stick to the regulations set by the Financial Conduct Authority, regardless of whether you're looking for mortgage, investments, pensions or even insurance advice. This comes with various guarantees, thus after getting advice from a FCA certified financial advisor in Liphook, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if anything goes wrong.

Free Liphook Financial Advisor Quotes

Recommendations from friends and relatives can be a decent starting place in selecting a financial advisor in Liphook, but bear in mind that their circumstances could be different to what you are looking for. Financial advice must be specifically tailored to your particular circumstances, and you will discover that certain financial advisors might not be suitable for you. It pays to talk to at least three different firms when you're choosing a financial advisor, as this is an important decision, and you need to find one that you can trust and feel comfortable with, and at the same time investigate the options they offer.

Financial Advisor Liphook Hampshire (GU30)

Independent financial advisors and restricted advisors, are the two principal kinds of financial advisor in Liphook. Offering a more extensive range of options, an IFA won't be limited to the products and services of a single company. Independent financial advice should be provided in an honest and impartial way and across the entire spectrum of financial products and companies. If you choose to use an independent financial advisor, you'll be able to choose from the widest possible range of products, so as to find the ideal solution for your needs. A restricted financial advisor may be tied to services and products from a specific provider, or might even concentrate on an individual product, as may be the case with a mortgage advisor.

The Financial Conduct Authority requires that any financial advisor in Liphook must discuss their charges with you, before taking you on as a client. Based upon the type of product you require, you could be charged a set fee, by the hour or possibly even a specific percentage of your investment. To discuss your goals and find out if the advisor is the proper choice for your situation, a free initial consultation could be offered. In some larger Liphook firms, you could find that your account is handled by a team rather than an individual.

Financial Advisors Liphook UK (01428)

You'll need to complete a "Fact Find" document, which is a confidential disclosure form relating your desired goals and financial situation to the advising firm. You should also be handed an Initial Disclosure, or Key Facts Document, which provides you with information about the financial advisor, their situation for offering restricted or independent advice and their range of permissions in the financial market. Your own legal rights will also be laid out in this document, in addition to the options you can take if you need to submit a complaint because you aren't satisfied with the service you're given. It has to be typed out in plain English and outline what you are committing yourself to, and any possible risks and benefits that exist should you elect to take the advice offered. This document must also inform you about the cooling-off period. This enables you to cancel the agreement with your financial advisor within a specific time period, and if any penalties have to be paid.

You should check what experience and qualifications the financial advisor has when you first speak to them. You shouldn't be self-conscious about asking such questions, after all you are about to entrust your financial wellbeing to their expertise. All Liphook financial advisors must hold at least a Level 4 qualification and be able to present an annual Statement of Professional Standing. You should not freak out if your specific financial advisor's name does not appear on the Financial Services Register, so long as the firm is listed on the register, their employees are covered by the legislation. The individual may still offer financial guidance as opposed to advice, if these cannot be presented. Guidance differs to advice as it isn't regulated, and if errors occur there will probably be no recourse to the client.

Financial Advisor Quotes in Liphook Hampshire

You will be asked about the amount of risk you're willing and able to accept, if you are seeking advice on investing money. Higher risk investments could offer substantial rewards, however some or all of your money could be lost. Good investment and financial advice will take you savings goals into consideration, i.e. how much you have to invest, long or short term investments and how quickly you need to access your money. "How much money can you afford to lose?" Is the one crucial question that you should really be asking yourself. This is referred to as your 'capacity for loss' and may influence the products and services that may be offered to you.

Financial Advice Near Liphook Hampshire

Right from the start, it is vital that you tell your financial advisor about any existing savings accounts, regular payments, mortgage loans or investments that you currently have. This should give a full and clear picture of your financial situation, and without this the advice you are given may not be the most appropriate for you. Diversifying your savings and investments by spreading the risk across various different products, is an important part of good quality financial advice. So as to match your financial circumstances and your goals, an experienced financial advisor in Liphook will be aware of the best products to consider.

Your financial advisor will try to communicate in the clearest possible way, while throwing open the complex world of finance. You should be in a position to come to an informed and considered decision when you have learned about the various products and services which meet your needs. You could ask your financial advisor to only specify ethical savings and investment schemes. This does not just give you investment possibilities, but also enables you to lend your support to zero carbon or renewable energy projects, and keep clear of companies and businesses that don't share the same values that you do.

It's not always easy to have a close working relationship with a financial advisor in Liphook without this affecting your work and other obligations. To enable you to get advice at a time to suit you, face-to-face meetings can be augmented with telephone calls and video conferencing. A competent financial advice provider in Liphook will have stringent measures in force to keep your details confidential and secure, even if you hardly ever have a face-to-face meeting with your advisor, because home and remote working is no longer unusual.


Investments can easily go down as well as up, since the financial sector can be volatile. If your investment is not making the amount of money you hoped for, it can be very worrying and frustrating. Regrettably, your investment having a downward trend isn't a recognised cause for complaint, unless of course it is owing to wrong or misleading information from your financial advisor.

Independent Financial Advisor Near Liphook (GU30)

As laid out in the Key Facts Document, any complaints should start with the company's complaints procedure. If the problem remains unsolved within the time laid down by the regulating authority, and your financial advisor is registered with the Financial Conduct Authority, you can contact the Financial Ombudsman.

The Financial Ombudsman will look into the cause of the complaint and make a ruling. A decision is made on how to rectify the situation or financially compensate the client, if the complaint is upheld. Once agreed on by the client, the decision will become a legally binding one, and the advisor and their company must abide by it. Any compensation laid down by the Financial Ombudsman will also take into account any distress, upset, inconvenience and trouble caused to the customer during the process.

Book a Financial Advisor in Liphook UK

Financial advice can be provided in Liphook and also in: Conford, Bramshott, Headley Down, Grayshott, Passfield, Rake, Whitehill, Hindhead, Greatham, Liss, Bordon, Longmoor, Hammer, Milland, Haslemere, Shottermill, Linchmere, together with these postcodes GU30 7GR, GU30 7GG, GU30 7XE, GU30 7FA, GU30 7DP, GU30 7NJ, GU30 7AS, GU30 7AQ, GU30 7PT, GU30 7BW. Locally based Liphook financial advisers will most likely have the dialling code 01428 and the postcode GU30. Checking this will make certain that you access local financial advisers. Liphook householders are able to utilise these and lots of other similar services. Click the "enquiry" banner or form to get information on financial advisors in your location.

Hampshire Financial Advice Enquiries

Financial Advice Enquiries Hampshire

Recently posted Hampshire financial advice enquiries: Primrose Beck in Silchester, Hampshire recently enquired about pension advice. Nyah O doherty and Romeo O doherty from Rowlands Castle, Hampshire recently enquired about life assurance. Indi Abbas and Kody Abbas from Broughton, Hampshire recently asked for information on life assurance. Josie Hancock and Lochlan Hancock from North Warnborough recently enquired about financial planning. Ameera Duncan in East Woodhay, Hampshire recently asked about pension advice. Rico and Kacey Aldridge in Bursledon recently enquired about financial planning. Noah Whitfield and Amelie Whitfield in Silchester recently asked for information on life assurance. Mr and Mrs Wilcox from Fordingbridge recently asked for information on investment bonds. These local residents searched for "Garden Fencing Hampshire" and found this website on Google, Yahoo or Bing.

Liphook Financial Advice Services

Financial Advice Tasks Liphook

There are a wide array of services which can be provided by your local Liphook financial advisor including familt controlled trusts Liphook, tax planning Liphook, investment advice, unit trusts, stakeholder pensions, personal protection Liphook, annuities, cheap financial advice in Liphook, inheritance tax planning, pension drawdowns, bridging finance in Liphook, pension transfers in Liphook, portfolio management Liphook, death benefits, corporate bonds, divorce planning, cash flow modelling, ethical investments, wealth management Liphook, pension planning, business planning, offshore investments in Liphook, mutual funds, money planning, life assurance advice Liphook, long term care fee planning, general financial planning Liphook, business protection Liphook, life insurances, retirement planning, and lots more. These are just some of the tasks that can be conducted by a financial advisor. Liphook professionals will keep you informed about their full range of services.

Hampshire Financial Advisors

Hampshire Services Financial Advisor Advisers Advice Financial Investment Advisor Advisors 01428 GU30 Financial Advice Liphook

Around Hampshire you'll also locate: Broughton financial advisors, Drayton financial advice, Totton and Eling investment advisors, Sherborne St John investment advice, Owslebury investment advisors, Everton financial advice, Pennington financial advisors, Copythorne financial advisors, Copythorne investment advisors, Fair Oak investment advisors, Otterbourne investment advice, Whitehill financial advisors, Gosport financial advisors, Locks Heath financial advisors, Sparsholt investment advice, Fair Oak investment advice, Crookham Village financial advisors, Over Wallop financial advisors, Ecchinswell financial advisors, Pennington investment advisors, Rowlands Castle financial advice, Headley financial advice, Headley Down investment advice, Ropley investment advice, Hamble le Rice investment advisors, Widley investment advice, Twyford investment advisors, East Woodhay financial advisors, Wickham financial advisors, Southsea investment advice.

Day to Day Duties of a Financial Advisor

  • Financial advisors keep a record of potential customers and transactions.
  • Financial advisors work with associates to collect market information, statistics and trends.
  • Financial advisors produce detailed financial reports.
  • Financial advisors thrash out advantageous deals with with financial product providers.
  • Financial advisors chat with clients about their finances and plans.
  • Financial advisors provide consultation, counselling and education regarding finances and investments.
  • Financial advisors regularly update clients about their investments.
  • Financial advisors keep fully up to date with new products and law changes.
  • Financial advisors meet targets for performance and sales.
  • Financial advisors recommend the financial products that are best-suited to their clients.

Necessary Skills for a Financial Advisor

  • To be confident in using a computer and the principal software.
  • Good verbal communication skills.
  • Active listening skills.
  • Good management skills for negotiating product fees.
  • To have the ability to network and build relationships with clients.
  • To pay attention to detail and be thorough.
  • An excellent knowledge of accounting and economics with regard to financial markets and products.
  • An outstanding level of mathematical knowledge for producing financial strategies.
  • Good customer service skills for identifying client needs and requirements.
  • To be good at promoting services and products.
  • To have a flexible approach to work.

Financial Advisors Near Liphook

Also find: Headley Down financial advisers, Longmoor financial advisers, Hindhead financial advisers, Shottermill financial advisers, Conford financial advisers, Milland financial advisers, Bordon financial advisers, Bramshott financial advisers, Whitehill financial advisers, Linchmere financial advisers, Passfield financial advisers, Haslemere financial advisers, Rake financial advisers, Liss financial advisers, Grayshott financial advisers, Hammer financial advisers, Greatham financial advisors and more. All of these areas are catered for by local financial advisers. Liphook residents can get financial advice quotations by going here.

Liphook Financial Advice Services

Find a Financial Advisor in Liphook Here
Financial Advice Enquiries in Liphook Hampshire (01428)
  • Liphook Cashflow Analysis
  • Liphook Financial Services
  • Liphook Corporate Financial Advice
  • Liphook Tax Advice
  • Liphook Estate Planning
  • Liphook Pension Advice
  • Liphook Retirement Planning
  • Liphook Mortgage Advice
  • Liphook Financial Advice Quotes
  • Liphook Financial Advice
  • Liphook Wealth Management
  • Liphook Life Insurance Advice
  • Liphook Trustee Investments
  • Liphook Inheritance Advice

Financial Advisors Around Liphook: Financial advice has recently been given in these Liphook streets and roads - Victoria Way, Station Road, Calve Croft, Tudor Court, Goose Rye Court, Fairway Close, Wheatsheaf Common, Collyers Crescent, Beechcroft Close, Avenue Close, Manor Fields, Hazeldene Road, Dryden Way, Bircholt Road, Grenville Close, Hill House Hill, Midhurst Road, Forest Lane Close, The Mead, Redhouse Mews, Highfield Lane, The Maltings, Court Close, Shipley Court, Paddock Way, Calgary Gardens, Ash Grove, Childerstone Close, as well as these local Liphook postcodes: GU30 7GR, GU30 7GG, GU30 7XE, GU30 7FA, GU30 7DP, GU30 7NJ, GU30 7AS, GU30 7AQ, GU30 7PT, GU30 7BW. Folks in these local areas recently required help from a financial advisor. Liphook residents enjoyed the benefits of high quality and competent financial services in every case.

Financial Advisor Jobs Liphook: See financial advisor jobs in Liphook by going here: General Financial Advisor Jobs

For local Liphook information click here

Independent financial advisor in GU30 area, phone code 01428.

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(This financial advisor Liphook article was edited and updated on 28-06-2022)