Financial Advisor Market Harborough

Market Harborough Independent Financial Advice & Investment

Financial Advisor Market Harborough Leicestershire (LE16): If you are seeking financial advice for the first time, trying to find a first-rate financial advisor advisor in the Market Harborough area can be an intimidating experience. Whether it is mortgage, pension, investments or even insurance guidance that you are searching for, there's one common rule for all financial advisors; they must all follow FCA (Financial Conduct Authority) regulations. The benefit of this is that should a financial advisor who is FCA certified give you poor quality advice, and things go awry, you have guarantees, and are able to contact the Financial Services Compensation Scheme or the Financial Ombudsman Scheme to have it put right.

Free Market Harborough Financial Advisor Quotes

Neighbours and friends recommendations can be a good starting point in choosing a financial advisor in Market Harborough, but keep in mind that their situation could be different to the type of advice you're looking for. Every financial advisor isn't suitable for everybody, and any advice they provide needs to be tailored to your unique circumstances. Picking a financial advisor is a major decision and it is wise to talk with at least three different firms in order to investigate the various options they can provide, and to find one that you feel comfortable with and can trust.

Financial Advisor Market Harborough Leicestershire (LE16)

When it comes to picking a financial advisor in Market Harborough, there are essentially 2 principal types; restricted advisors and independent financial advisors (IFA). The good thing about seeing an IFA is that they will not be limited to a single provider's services or products, and can offer a more diverse range of options. Covering the entire spectrum of financial products and companies, independent financial advice should be offered in an impartial and unbiased way to clientele. Using an IFA should permit you to select from the widest possible array of services. If you go to a restricted financial advisor you will soon realise that they might be limited to services and products of a particular company, or as with a mortgage advisor, may only be concerned with one individual product.

Before any financial advisor in Market Harborough takes you on as a client, they're required by the Financial Conduct Authority to be fully transparent with you about their charges. You could be charged by the hour, a set fee or even a proportion of your investment value, depending on kind of services you are looking for. To allow you to discuss your aims and find out if the advisor is the proper choice for your situation, a free initial consultation might be offered. Your account may be handled by a team rather than one individual advisor, if you opt to go to one of the bigger Market Harborough firms.

Financial Advisors Market Harborough UK (01858)

Before any advice is handed out you will need to fill in a confidential disclosure form, called a "Fact Find" document, which informs the advising company about your financial situation and targets. To provide information regarding the financial advisor, their situation for offering independent or restricted advice and the extent of their permissions in the financial market, you will also be given an Initial Disclosure Document, or Key Facts Document. This document will also lay down your own rights and your options if you're not happy with the service, and wish to make a complaint. It should be simple to understand, written in layman's terms, and outline precisely what you're signing up for, along with the benefits and risks of going along with the advice. You'll find the amount of cooling-off period in this document. This allows you to have a change of heart within a specific time frame, and cancel your contract with the financial advisor.

Ensure that you check the experience and qualifications of your financial advisor when you first speak with them. You needn't be self-conscious about asking such questions, after all you're about to entrust your long-term financial wellbeing to their expertise. All Market Harborough financial advisors must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. When checking the Financial Services Register, you don't need to panic if your particular advisor's name does not show up on there; you ought to be able to locate the company name, and that means the legislation covers all of their employees. If these cannot be presented the person may still offer financial guidance rather than financial advice. Guidance is different to advice as it isn't regulated in the same way, and if financial errors are made there will likely be no recourse to either party.

Financial Advisor Quotes in Market Harborough Leicestershire

If you are needing advice on investments you will be asked the amount of risk you're willing to take on. High risk investments could potentially offer higher rewards, but all or some of your cash could be lost. Your savings objectives should be taken into account if the best investment and financial advice is to be given, i.e. how much you wish to invest, long or short term investments and how quickly you need to access your funds. You should always ask yourself the one vital question, how much money can you truly afford to lose. This may influence the products and services that could be offered for your consideration, and is referred to as your capacity for loss.

Financial Advice Near Market Harborough Leicestershire

If you've already got any existing mortgages, personal savings, investments or regular outgoing payments, you need to tell your financial advisor about these. This should give a clear picture of your current financial circumstances, and without this the advice you get might not be the best for you. Reliable financial advice should allow for diversifying your investments and savings by spreading the risk load across a number of different products. In order to match your financial circumstances and your goals, a qualified financial advisor in Market Harborough will be aware of the best areas to consider.

A financial advisor will lay bare the multifaceted world of finance, and try to communicate in as plain a speech as possible. This will allow you to compare services and products which meet your needs, and come to an informed decision. You can ask your financial advisor to only include ethical savings and investments. You can then steer clear of investments that companies meet your criteria, and instead support those firms and businesses that match your concerns, for example renewable energy or zero carbon.

Working alongside a financial advisor in Market Harborough 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 and video conferencing, therefore allowing you to seek the guidance you need at convenient times. A competent financial advice company in Market Harborough will have stringent measures in place to keep your details secure and confidential, even if you hardly ever have a one-to-one meeting with your personal advisor, because home and remote working is no longer unusual.


You need to remember that the financial world is an unpredictable sector, and the value of your investments could just as easily drop as well as rise. If it happens that your investment fails to make as much money as you were hoping for, it can be a frustrating and worrying time. Sadly, a downward spiral in your investment is not seen as a basis for complaint, unless of course it's down to wrong or misleading information from your advisor.

Independent Financial Advisor Near Market Harborough (LE16)

The firm's complaints procedure should be the starting place for any grievances, and the Key Facts Document will explain this. If your advisor is registered with the Financial Conduct Authority, you can let the Financial Ombudsman know about the matter if it remains unsolved within the time period laid down by the regulating authority.

The Financial Ombudsman will independently review the cause for complaint and make a ruling. A decision will be made on how to financially compensate the client, if the complaint is justified. The financial advisor and their company must comply with any decision that's made, which becomes a legally binding decision once the customer has accepted it. The Financial Ombudsman will also account for any inconvenience, upset, trouble and distress caused to the client during the situation, and set the level of compensation proportionately.

Book a Financial Advisor in Market Harborough UK

Financial advice can be provided in Market Harborough and also in: Ashley, Braybrooke, Desborough, Sibbertoft, Clipston, Wilbarston, Theddingworth, Stoke Albany, Great Oxendon, Dingley, Marston Thrussell, East Farndon, Great Bowden, Lubenham, Little Bowden, Foxton, and in these postcodes LE16 7JY, LE16 7LF, LE16 0GF, LE16 0SP, LE16 7GY, LE16 0TG, LE16 0FJ, LE16 7FF, LE16 0DE, LE16 7DY. Local Market Harborough financial advisers will likely have the postcode LE16 and the dialling code 01858. Checking this should ensure that you access local financial advisers. Market Harborough property owners are able to benefit from these and countless other finance related services. Simply click on the "enquiry" banner or form to get information on financial advisors in your location.

Market Harborough Financial Advice Services

Financial Advice Tasks Market Harborough

There is a range of services which can be provided by your local Market Harborough financial advisor including income protection advice, investment consolidation advice in Market Harborough, life assurance advice Market Harborough, unit trusts in Market Harborough, personal financial planning Market Harborough, bridging finance, annuity purchase, cashflow planning Market Harborough, divorce financial planning Market Harborough, pension drawdowns, offshore investment advice in Market Harborough, investment bonds, investment planning, personal pensions advice, pensions in divorce in Market Harborough, money planning, tax advice, financial advice services, bereavement benefits, savings advice in Market Harborough, life insurances Market Harborough, financial analyst services Market Harborough, ISA's, trusts in Market Harborough, mortgage advice, pension reviews, cash flow modelling Market Harborough, general financial planning, family income benefit, corporate financial planning Market Harborough, and lots more. These are just a handful of the activities that can be conducted by a financial advisor. Market Harborough professionals will keep you informed about their entire range of financial services.

Financial Advice Enquiries Leicestershire

Financial Advice Enquiries Leicestershire

Recent Leicestershire financial advice enquiries: Marie and Ernest Hagan from Woodhouse Eaves recently asked for information on offshore investments. Lola-Rose and Franco Woodcock from Harby, Leicestershire recently enquired about financial planning. Jett Roche from Enderby, Leicestershire recently asked for information on equity release. Franklin and Lea Jordan from Glen Parva, Leicestershire recently asked for information on life assurance. Lowen and Arissa Nunn from Shackerstone, Leicestershire recently enquired about offshore investments. Jonah Warren and Erika Warren from Burbage recently asked for information on family income benefit. Kornelia Hallam and Nolan Hallam from Earl Shilton recently enquired about family income benefit. Henrietta Hogan and Kade Hogan from Waltham recently enquired about investment bonds. All these local residents searched for "financial advisor Leicestershire" and noticed this web page on Bing, Yahoo or Google.

Leicestershire Financial Advisors

Financial Advice Advisor Advisors LE16 Advice Financial 01858 Services Financial Advisor Investment Market Harborough Advisers Leicestershire

In the Leicestershire area you can also find: East Goscote financial advisors, Lubenham financial advisors, Groby investment advisors, Huncote financial advice, Oadby investment advisors, Countesthorpe financial advice, Quorndon financial advice, Narborough investment advice, Great Glen financial advice, Sharnford investment advice, Blaby financial advice, Shepshed investment advisors, Quorndon financial advisors, Rearsby investment advisors, Donisthorpe financial advice, Swannington financial advice, Barrow Upon Soar financial advice, Burbage investment advice, Lubenham investment advice, Old Dalby financial advisors, Stoke Golding financial advice, Measham investment advisors, Castle Donington financial advice, Peckleton investment advice, Croft financial advice, Ravenstone investment advisors, Higham on the Hill investment advisors, Glenfields financial advisors.

Day to Day Duties for a Financial Advisor

  • Financial advisors recommend the financial products that are best-suited to their clients.
  • Financial advisors keep a record of transactions and clients.
  • Financial advisors meet targets for sales and performance.
  • Financial advisors update customers concerning their investments.
  • Financial advisors provide counselling, consultation and education with regards to investments and finances.
  • Financial advisors produce detailed financial reports.
  • Financial advisors collaborate with financial product providers.
  • Financial advisors work in conjuction with their peers to obtain trends, market information and statistics.
  • Financial advisors keep fully up to date with new financial products and law changes.
  • Financial advisors chat with clients regarding their finances and plans.

Financial Advisors Near Market Harborough

Also find: Marston Thrussell financial advisers, Wilbarston financial advisers, Great Oxendon financial advisers, Foxton financial advisers, Ashley financial advisers, Sibbertoft financial advisers, Dingley financial advisers, Braybrooke financial advisers, Desborough financial advisers, Clipston financial advisers, Lubenham financial advisers, Stoke Albany financial advisers, Great Bowden financial advisers, East Farndon financial advisers, Theddingworth financial advisers, Little Bowden financial advisors and more. The majority of these places are served by local financial advisers. Market Harborough residents can get estimates by clicking here.

Market Harborough Financial Advice Services

Find a Financial Advisor in Market Harborough Here
Financial Advice Enquiries in Market Harborough Leicestershire (01858)
  • Market Harborough Corporate Financial Advice
  • Market Harborough Investment Advice
  • Market Harborough Inheritance Advice
  • Market Harborough Financial Services
  • Market Harborough Tax Advice
  • Market Harborough Independent Financial Advice
  • Market Harborough Retirement Advice
  • Market Harborough Life Insurance Advice
  • Market Harborough Trustee Investments
  • Market Harborough Cashflow Analysis
  • Market Harborough Financial Advice Quotations
  • Market Harborough Cheap Financial Advice
  • Market Harborough Wealth Management
  • Market Harborough Estate Planning

Financial Advisors Around Market Harborough: In Cross Bank, Broadgate, Spinney Close, The Gardens, Church Farm Way, De Roos Way, Church Square, Darescroft, Bury Close, Dunslade Close, Astley Close, Braybrooke Road, Church Causeway, Chatsworth Drive, The Heights, Blind Lane, Dingley Dell, Scott Close, The Maltings, Corby Road, Cranoe Road, The Cross, Cross Street, Butler Gardens, Ashley Road, Selby Close, St Marys Road, as well as these local Market Harborough postcodes: LE16 7JY, LE16 7LF, LE16 0GF, LE16 0SP, LE16 7GY, LE16 0TG, LE16 0FJ, LE16 7FF, LE16 0DE, LE16 7DY, folks have recently needed financial and investment advice. People living in these local areas recently required the help of a financial advisor. Market Harborough residents enjoyed the benefits of professional and reliable financial services on each occasion.

More Market Harborough Services: Obviously, whenever you're looking at your finances in Market Harborough, Leicestershire, you are likely to need all sorts of different services and as well as a financial advisor in Market Harborough, Leicestershire, you may additionally need payroll services in Market Harborough, estate planning in Market Harborough, mortgage advice in Market Harborough, contracts lawyers in Market Harborough, accountants in Market Harborough, bookkeepers in Market Harborough, tax preparation in Market Harborough, property law & conveyancing in Market Harborough, debt recovery & collection in Market Harborough, business consulting in Market Harborough, business financial planning in Market Harborough, investment advisors in Market Harborough, wills in Market Harborough, solicitors in Market Harborough, family lawyers in Market Harborough, banruptcy lawyers in Market Harborough, mortgage brokers in Market Harborough, and other different Market Harborough experts.

For local information on Market Harborough, Leicestershire click here

Independent financial advisor in LE16 area, (dialling code 01858).

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(This financial advisor Market Harborough page was last updated on 01-09-2022)