Financial Advisor Liphook

Liphook Independent Financial Advice & Investment

Financial Advisor Liphook Hampshire (GU30): Locating a good financial advisor advisor in Liphook can be a challenging experience, particularly if you are seeking financial advice for the very first time. However, all qualified financial advisors are bound by one common rule; they must all follow the regulations set by the Financial Conduct Authority, whether you're looking for pensions, investment, mortgage or even insurance advice. The advantage of this is that should a financial advisor who is FCA approved give you bad advice, and things go wrong, you have guarantees, and are able to get in touch with the Financial Ombudsman Scheme or the Financial Services Compensation Scheme to get things put right.

Free Liphook Financial Advisor Quotes

A good starting place when picking a financial advisor in Liphook may be friends and neighbours, but remember that the type of advice you're searching for might be somewhat different to theirs. Financial advice should be individually tailored to your unique situation, and you'll find that certain financial advisors may not be suitable for you. It is a good idea to chat to at least three different companies when you're selecting 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 check out the various options they can provide.

Financial Advisor Liphook Hampshire (GU30)

When it comes to picking a financial advisor in Liphook, there are basically two principal types; restricted advisors and independent financial advisors (IFA). The benefit of using an IFA is that they will not be confined to a single provider's products and services, and can offer a wide range of options. Covering the full spectrum of financial companies and products, independent financial advice should be offered in an honest and unbiased way to customers. If you decide to use an IFA, you will be able to choose from the broadest possible range of products, in order to find the right solution for you. A restricted advisor might be involved with an individual product, such as a mortgage advisor, or be limited to services and products from a single provider.

The FCA demands that any financial advisor in Liphook must fully discuss their charges with you, before taking you on as a client. You could be charged a set fee, by the hour or perhaps even a percentage of your investment value, based upon kind of services you're interested in. To discuss your aims and find out if the advisor is a right fit for your situation, you might be offered the chance of a free first consultation. If you use one of the larger Liphook firms, your account might be looked after by a team of advisors rather than just one person.

Financial Advisors Liphook UK (01428)

You will be required to fill out a "Fact Find" document, which is a confidential disclosure form relating your financial situation and targets to the advising company. To provide information about the financial advisor, their situation for offering restricted or independent advice and their range of permissions in the financial arena, you'll also be handed a Key Facts or Initial Disclosure Document. This document should also make clear your own legal rights and your options if you aren't satisfied with the service provided, and would like to submit a complaint. It has to be written in plain English and outline what you are signing up for, and any potential benefits and risks that exist if you opt to accept the advice offered. The Key Facts Document should also inform you about the allowed cooling-off period. Within a certain time frame, this enables you to cancel your agreement.

You should check the qualifications and experience of your financial advisor when you first speak to them. After all you are on the verge of entrusting your financial future to their expertise, so you should not be self-conscious about asking such questions. Every financial advisor in Liphook must be in a position to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. You shouldn't stress if your specific financial advisor's name does not show up on the Financial Services Register, providing the company is listed on the register, their advisors are covered by the regulations. If they are unable to provide this evidence, the individual can't offer advice but only financial guidance. Guidance isn't regulated in the way that financial advice is, meaning that if mistakes are made neither party will have any recourse.

Financial Advisor Quotes in Liphook Hampshire

If you're seeking advice on investing money you will be asked the amount of risk you're willing to take. Many investments carry some element of risk, but higher risk investments could offer substantial rewards, but also more likelihood of losing some or all of your capital. In order to get the most effective financial and investment advice, your savings goals will have to be taken into account, i.e. long or short term investments, how much you have to invest and how rapidly you need access to your funds. One question you should ask yourself, which is normally neglected, is just how much money you can actually afford to lose. Generally known as your 'capacity for loss', this will most likely influence the services and products that you are offered.

Financial Advice Near Liphook Hampshire

If you already have any existing regular outgoing payments, mortgage loans, investments or savings, you'll want to let your financial advisor know about these. To ensure that you get the most appropriate advice for you, they need to have a full and clear picture of your finances. Diversifying your investments and savings by spreading the risk load across different products, is an essential part of sound financial advice. So as to mirror your financial situation and goals, a qualified financial advisor in Liphook will be aware of the best areas to consider.

Your financial advisor will try to communicate in as much plain speech as possible, while revealing the multifaceted world of finance. You should be in a position to come to an informed decision when you have compared the various services and products that meet your needs. If you're mind is firmly on the environment, you can perhaps ask your advisor to stick to ethical investment and savings schemes. This doesn't just give you investment possibilities, but also allows you to lend your support to renewable energy or zero carbon projects, and steer clear of businesses that don't share the same values that you do.

Working alongside a financial advisor in Liphook can be challenging to fit in around your work day and other obligations. This can be reduced by supplementing face-to-face appointments with telephone calls and video conferencing, hence enabling you to get the advice you need at times that are convenient. Any professional financial advice company in Liphook will have strict measures in force to keep your details confidential and secure, even if you never have a face-to-face meeting with your personal advisor, because home and remote working is now so common.


Investment values can go down as well as up, and this is a factor that you have to bear in mind. If it happens that your investment is not making as much money as you hoped for, it can be a very stressful and frustrating time. However, unless it is due to wrong or misleading information from your advisor your investment having a downward trend is not a recognised grounds for complaint.

Independent Financial Advisor Near Liphook (GU30)

As laid out in the Key Facts Document, any grievances should start out with the company's official complaints procedure. If the advisor is registered with the FCA, you can let the Financial Ombudsman know about the problem if it remains unsolved within the time schedule set by the regulating authority.

The Financial Ombudsman will make a ruling after reviewing the cause for complaint independently. If the complaint is justified, a decision is made on how to rectify the situation or financially compensate the customer. This becomes a legally binding decision as soon as it has been accepted by the customer, and the financial advisor and their company must abide by the ruling. Any compensation set by the Financial Ombudsman will also take into consideration any inconvenience, upset, trouble and distress caused to the client during the situation.

Book a Financial Advisor in Liphook UK

Financial advice can be provided in Liphook and also in nearby places like: Bordon, Milland, Rake, Whitehill, Headley Down, Bramshott, Greatham, Hindhead, Haslemere, Longmoor, Shottermill, Hammer, Linchmere, Liss, Passfield, Conford, Grayshott, together with these postcodes GU30 7QB, GU30 7BS, GU30 7UP, GU30 7DX, GU30 7PY, GU30 7GW, GU30 7TW, GU30 7DY, GU30 7NY, GU30 7EU. Locally based Liphook financial advisers will most likely have the postcode GU30 and the telephone dialling code 01428. Checking this out will guarantee you're accessing locally based financial advisers. Liphook householders are able to benefit from these and various other related services.

A Financial Advisor's Regular Duties

  • Meeting targets for sales and performance.
  • Working together with colleagues to gather trends, statistics and market information.
  • Talking to customers regarding their plans and finances.
  • Providing consultation, education and counselling regarding finances and investments.
  • Keeping abreast of legislation changes and new financial products.
  • Collaborating with financial product providers.
  • Producing financial reports.
  • Keeping detailed records of potential transactions and clients.
  • Recommending the financial products that are best-suited to clients.
  • Updating customers about their investments.

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 family income benefit, cheap financial advice, wealth management & investments in Liphook, personal protection in Liphook, mortgage financial planning, equity release, portfolio management, pension reviews, saving for children Liphook, personal pensions, critical illness cover Liphook, pension transfer advice in Liphook, cash flow modelling Liphook, ISA's, will writing services Liphook, financial advice services, independent financial advice, pension consolidation Liphook, annuities, tax advice Liphook, offshore investment advice, general financial planning in Liphook, corporate bonds, financial analyst services in Liphook, death benefit advice, trustee investment services, corporate financial planning in Liphook, inheritance tax planning in Liphook, bridging finance in Liphook, stakeholder pension advice, and lots more. These are just a small portion of the activities that can be handled by a financial advisor. Liphook professionals will let you know their whole range of financial services.


Financial Advisors Near Liphook

Also find: Shottermill financial advisors, Passfield financial advisors, Whitehill financial advisors, Rake financial advisors, Greatham financial advisors, Conford financial advisors, Liss financial advisors, Bramshott financial advisors, Haslemere financial advisors, Hammer financial advisors, Bordon financial advisors, Linchmere financial advisors, Hindhead financial advisors, Grayshott financial advisors, Headley Down financial advisors, Longmoor financial advisors, Milland financial advisors and more. All these villages and towns are serviced 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 Mortgage Advice
  • Liphook Investment Advice
  • Liphook Financial Advice Quotations
  • Liphook Inheritance Advice
  • Liphook Financial Advice
  • Liphook Wealth Management
  • Liphook Pension Advice
  • Liphook Life Insurance Advice
  • Liphook Estate Planning
  • Liphook Corporate Financial Planning
  • Liphook Financial Services
  • Liphook Tax Advice
  • Liphook Retirement Advice
  • Liphook Cheap Financial Advice

Financial Advisors Around Liphook: Financial advisors were recently needed by folks living in Calve Croft, Tower Close, Willow Gardens, London Road, Tunbridge Lane, Longbourn Row, Headley Road, Grenville Close, Foley Estate, South Road, Liphook By-Pass, Valley Side, Hooke Court, Station Road, Lark Rise, Meadow Way, Weavers Down, The Maltings, The Firs, Queens Road, Hewshott Lane, Haslemere Road, Hollycombe, Meadow Close, Wey Lodge Close, Wheatsheaf Enclosure and these Liphook postcodes: GU30 7QB, GU30 7BS, GU30 7UP, GU30 7DX, GU30 7PY, GU30 7GW, GU30 7TW, GU30 7DY, GU30 7NY, GU30 7EU. People in these areas recently requested help from a financial advisor. Liphook residents were given trusted and dependable financial services in every case.

Financial Adviser Jobs Liphook: View financial advisor jobs in Liphook here: General Financial Advisor Jobs

To read local Liphook information check here

Independent financial advisor in GU30 area, (dialling code 01428).

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(This financial advisor Liphook article was reviewed and updated on 01-09-2022)