Financial Advisor Littlehampton

Littlehampton Independent Financial Advice & Investment

Financial Advisor Littlehampton West Sussex (BN17): Finding a good independent financial advisor in Littlehampton can be a daunting experience, in particular if you're needing financial advice for the first time. Whether it's investments, mortgage, pension or even insurance advice that you are after, there is one common rule for all professional financial advisors; they must all follow FCA (Financial Conduct Authority) regulations. This comes with certain guarantees, thus after getting advice from a FCA authorised financial advisor in Littlehampton, you can seek recompense from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if if things go awry.

Free Littlehampton Financial Advisor Quotes

Recommendations from friends and relatives can be a decent starting point in choosing a financial advisor in Littlehampton, but keep in mind that their needs may be different to what you are looking for. Every financial advisor is not suitable for everybody, and their advice should be tailored to your unique situation. To explore the various options that they are offering and find a financial advisor that you feel comfortable with and can trust, it is a good idea to talk to at least three different companies, because choosing a financial advisor is a big decision.

Financial Advisor Littlehampton West Sussex (BN17)

Independent financial advisors and restricted advisors, are the 2 principal kinds of financial advisor in Littlehampton. An independent financial advisor should not be confined to the products or services of just one provider. Independent financial advice must be provided in an impartial way and across the whole gamut of financial companies and products. If you choose to use an independent financial advisor, you'll be able to select from the widest possible range of products, in order to find the ideal solution for you. A restricted financial advisor might be involved with an individual product, such as a mortgage advisor, or be restricted to services and products from a particular provider.

Before taking you on as a client, any Littlehampton financial advisor must tell you about their charges, as set out by the FCA. Although it varies based on the kind of service you are interested in, there could be an hourly rate, a set fee, or you may even be charged a percentage of what you're investing. You may be offered the chance of a free first consultation to allow you to discuss your objectives and find out if the advisor is a good fit for your circumstances. In some of the larger Littlehampton companies, you might find that your account is being managed by a team rather than an individual advisor.

Financial Advisors Littlehampton UK (01903)

Before any actual financial advice is given you'll be asked to fill out a confidential disclosure form, called a "Fact Find" document, which informs the advising company about your desired goals and financial situation. To provide information about the financial advisor, their status to offer independent or restricted advice and their scope of permissions in the financial sector, you will also be handed an Initial Disclosure, or Key Facts Document. This document will also set down your own legal rights and the possible options you can take if you are not satisfied with the service, and wish to complain. It should describe what you're signing up for, and any potential benefits and risks should you choose to take the offered advice, and it must be set down in plain language. The Key Facts Document should also tell you about the allowed cooling-off period. This enables you to cancel your contract with the financial advisor within a specific time period, and if any penalties have to be paid.

You need to check what experience and qualifications the financial advisor has the first time you speak with them. Don't be self-conscious about asking such questions, after all you're about to entrust your financial wellbeing to their skill. A Level 4 qualification in financial advice is the minimum required qualification for any Littlehampton financial advisor, and they must also be able to present an annual Statement of Professional Standing. Don't stress if your financial advisor's name doesn't show up on the Financial Services Register, providing the firm is on the register, their personnel will be covered by the regulations. The person may still offer financial guidance instead of advice, if these cannot be provided. Guidance is somewhat different to advice as it's not regulated in the same way, and if errors are made there may be no recourse to the client.

Financial Advisor Quotes in Littlehampton West Sussex

You will be asked the amount of risk you're willing to take, if you are seeking advice on investments. Bigger rewards may be possible with high risk investments, however you stand a greater chance of losing all or some of your capital. The best investment and financial advice will take into account your savings aims, i.e. how much you wish to invest, how quickly you need to access your money and long or short term investments. You should always ask yourself the one vital question, how much can you really afford to lose. This is commonly called your capacity for loss and could affect the services and products that may be offered for your consideration.

Financial Advice Near Littlehampton West Sussex

You must let your financial advisor know about any current savings accounts, mortgages, investments or regular payments. To ensure that you receive the best advice for you, they need to have a clear and full picture of your finances. Spreading the risk across a range of different products through the diversification of your investments and savings, is something that smart financial advice should encompass. With an understanding of the best areas to consider, a certified financial advisor will concentrate on products that match your financial situation and goals.

Communicating in the clearest possible way, your financial advisor will open up the complex world of investment and finance. After comparing the various products and services that meet your needs, you should be in a position to come to an informed and intelligent decision. If you are environmentally minded, you could even ask your advisor to stick to ethical investment and savings schemes. You can then stay away from companies that investments meet your standards, and instead lend your support to those organisations and companies that match your concerns, for instance green energy or zero carbon.

It can prove challenging to manage your work day and other obligations around a close working relationship with your financial advisor in Littlehampton. To enable you to get advice at a time to suit you, face-to-face meetings can be backed up with video conferencing and phone calls. An established financial advice firm in Littlehampton will have strict measures in force to keep your details confidential and secure, even if you never have a one-to-one meeting with your advisor, because home and remote working is now so common.

COMPLAINTS

Investments can easily go down as well as up, as the financial sector can be volatile. It can be quite frustrating and worrying if your investment fails to make as much money as you were hoping for. Regrettably, a downward trend in your investment is not a recognised basis for complaint, except if it is owing to misleading or wrong information from your financial advisor.

Independent Financial Advisor Near Littlehampton (BN17)

The company's complaints procedure should be the place to start with any grievances, and the Key Facts Document should explain this. If the issue is unresolved within the time period stipulated by the regulating authority, and the financial advisor is registered with the FCA, you can contact the Financial Ombudsman.

After looking into the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is found to be justified, a decision will be made on how to rectify the situation or financially compensate the client. Once the ruling has been accepted by the customer it becomes a legally binding decision which the advisor and their firm, must abide by. Any compensation as set out by the Ombudsman will also take into consideration any inconvenience, upset, trouble and distress caused to the customer during the dispute.

Book a Financial Advisor in Littlehampton UK

Financial advice can be provided in Littlehampton and also in nearby places like: East Preston, West Preston, Toddington, Ferring, Kingston Gorse, Angmering on Sea, Middleton on Sea, Atherington, Poling, Ford, Arundel, Goring by Sea, Wick, Climping, Rustington, Kingston, as well as in these postcodes BN17 5HE, BN16 9SU, BN17 5EL, BN16 3NW, BN16 2TY, BN16 9SB, BN17 5HB, BN17 5PA, BN17 5JA, BN17 5LD. Locally based Littlehampton financial advisors will most likely have the postcode BN17 and the phone code 01903. Verifying this will guarantee you're accessing local financial advisers. Littlehampton home and business owners will be able to utilise these and lots of other related services.

Financial Advisors West Sussex

Advice Financial Advice Advisor Advisers Financial Advisor Financial Services West Sussex 01903 Investment Advisors Littlehampton BN17

In West Sussex you will also discover: Sayers Common independent financial advisors, West Wittering independent financial advisors, Kirdford independent financial advisors, Ashington investment advisors, Selsey financial advisors, Mannings Heath pension advice, Rogate independent financial advisors, Iping financial advice, Yapton financial advice, Lavant financial advisers, Chidham independent financial advisors, East Grinstead independent financial advisors, Bosham financial advisors, Milland financial advice, West Wittering pension advice, Funtington pension advice, Durrington independent financial advisors, Rogate financial advice, Boxgrove financial advisors, Lower Beeding independent financial advisors, Ashington financial advice, Rogate financial advisors, Mannings Heath investment advisors, Billingshurst financial advisor, Hurstpierpoint pension advice, West Hoathly investment advice, Worth pension advice, Bosham pension advice, Crawley Down financial advice.

Littlehampton Financial Advice Services

Financial Advice Tasks Littlehampton

There is a wide range of services that are provided by your local Littlehampton financial advisor including business protection, pension consolidation advice, cheap financial advice, bridging finance in Littlehampton, critical illness cover, death benefit advice, life insurances in Littlehampton, general financial planning in Littlehampton, inheritance tax planning in Littlehampton, corporate bonds, independent financial advice, income protection advice, tax financial planning in Littlehampton, financial planning in Littlehampton, mortgage services in Littlehampton, pension planning in Littlehampton, annuity purchase, investment reviews in Littlehampton, trustee investment services in Littlehampton, pension drawdowns, financial analyst services Littlehampton, family income benefit Littlehampton, multi-asset portfolios in Littlehampton, cash flow modelling Littlehampton, personal protection in Littlehampton, financial services, pension reviews, ISA's, annuities, long term care fee planning, and more. These are just a few of the tasks that can be accomplished by a financial advisor. Littlehampton professionals will let you know their whole range of services.

A Financial Advisor's Everyday Duties

  • Financial advisors research financial products and explain them simply and clearly to their customers.
  • Financial advisors make deals with with providers of financial products.
  • Financial advisors produce detailed financial reports.
  • Financial advisors keep fully abreast of law changes and new financial products.
  • Financial advisors talk to customers about their plans and finances.
  • Financial advisors regularly update customers regarding their investments.
  • Financial advisors provide counselling, consultation and education with regards to finances and investments.
  • Financial advisors meet targets for sales and performance.
  • Financial advisors maintain a record of potential clients and transactions.
  • Financial advisors work in conjuction with colleagues to collect statistics, trends and market information.
LITTLEHAMPTON FINANCIAL ADVISOR QUOTES

Financial Advisors Near Littlehampton

Also find: Middleton on Sea financial advisors, Kingston financial advisors, Wick financial advisors, Arundel financial advisors, Ford financial advisors, Kingston Gorse financial advisors, Goring by Sea financial advisors, Rustington financial advisors, Poling financial advisors, West Preston financial advisors, Atherington financial advisors, Angmering on Sea financial advisors, Ferring financial advisors, Toddington financial advisors, Climping financial advisors, East Preston financial advisors and more. Most of these places are catered for by local financial advisers. Littlehampton residents can get quotes by going here.

Littlehampton Financial Advice Services

Find a Financial Advisor in Littlehampton Here
Financial Advice Enquiries in Littlehampton West Sussex (01903)
  • Littlehampton Trustee Investments
  • Littlehampton Inheritance Advice
  • Littlehampton Pension Advice
  • Littlehampton Financial Advice Quotes
  • Littlehampton Tax Advice
  • Littlehampton Corporate Financial Planning
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  • Littlehampton Investment Advice
  • Littlehampton Wealth Management
  • Littlehampton Retirement Planning
  • Littlehampton Life Insurance Advice
  • Littlehampton Cashflow Analysis
  • Littlehampton Mortgage Advice
  • Littlehampton Estate Planning

Financial Advisors Around Littlehampton: In Seawaves Close, Cross Road, Arcade Road, Sussex Street, Thakeham Close, The Leas, Davits Drive, Dawtrey Close, Terminus Road, Ascot Way, Brookpit Lane, Stanley Road, Sea Avenue, The Drills, Arun Close, Beechlands Close, Clun Road, St Marys Way, St Catherines Road, Surrey Street, Cheviot Close, Saxon Close, Chaucer Avenue, Cottrell Close, The Square, The Mole, The Whapple, Shopfield Close, Somerset Road, as well as these Littlehampton area postcodes: BN17 5HE, BN16 9SU, BN17 5EL, BN16 3NW, BN16 2TY, BN16 9SB, BN17 5HB, BN17 5PA, BN17 5JA, BN17 5LD, people have just recently needed financial and investment advice. Folks in these areas recently required the help of a financial advisor. Littlehampton residents received trusted and reliable financial services.

Littlehampton Financial Advisor Jobs: Browse financial adviser jobs near Littlehampton here: Financial Advisor Jobs Littlehampton

For local Littlehampton information click here

Independent financial advisor in BN17 area, and dialling code 01903.

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(This financial advisor Littlehampton information was reviewed and updated on 01-09-2022)