Financial Advisor Marlow

Marlow Independent Financial Advice & Investment

Financial Advisor Marlow Buckinghamshire (SL7): Finding a first-rate financial advisor advisor in the Marlow area can be an intimidating experience, in particular if you're needing financial advice for the very first time. Whether it's pension, investments, mortgage or even insurance advice that you are after, there's one common rule for all professional financial advisors; they must all abide by Financial Conduct Authority regulations. This comes with various guarantees, thus after taking advice from a FCA certified financial advisor in Marlow, you can seek recompense from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if if things go awry.

Free Marlow Financial Advisor Quotes

A good starting point when choosing a financial advisor in Marlow may be family and friends, but bear in mind that the type of advice you are looking for might be different to theirs. Every financial advisor isn't suitable for everyone, and any advice they provide should be tailored to your unique situation. Choosing a financial advisor is a major decision and it is a good idea to chat to at least three different companies so as to explore the various options they offer, and to find one that you can trust and feel at ease with.

Financial Advisor Marlow Buckinghamshire (SL7)

Independent financial advisors and restricted advisors, are the 2 main types of financial advisor in Marlow. An independent financial advisor won't be restricted to the services and products of a single company. Independent financial advice should cover the whole gamut of financial products and companies, and must be given in an unbiased way. If you elect to use an IFA, you will be able to pick from the widest possible range of services, so as to find the perfect solution for your needs. If you go to a restricted advisor you will soon realise that they may be limited to products and services of one particular company, or as with a mortgage advisor, will only be focused on one individual product.

The FCA requires that any financial advisor must discuss their charges with you, before taking you on as a client. Dependant upon the services you require, you could be charged a set fee, by the hour or even a proportion of your investment. To discuss your aims and see if the advisor is a good fit for your circumstances, you might be offered the possibility of a free first consultation. Your account might be managed by a team as opposed to a single advisor, if you opt to use one of the larger firms in Marlow.

Financial Advisors Marlow UK (01628)

To summarise your goals and financial situation to the advising firm, you will be required to complete a "Fact Find" document, which is a confidential disclosure form. To provide details of the financial advisor, their situation for offering restricted or independent advice and the scope of their permissions in the financial arena, you'll also be given a Key Facts or Initial Disclosure Document. This document should also set down your legal rights and the possible options you can take if you aren't happy with the service provided, and need to complain. It has to be typed out in plain English and describe what you are signing up for, and any possible benefits and risks if you elect to take the advice offered. This document will also inform you about the allowed cooling-off period. This allows you to change your mind within a specific period of time, and cancel the contract with your financial advisor.

When talking to your financial advisor for the first time you'll want to check their experience and qualifications. Asking these questions should not be a cause for embarrassment, because after all you're about to entrust them with your financial wellbeing. Every Marlow financial advisor must be able to present an annual Statement of Professional Standing, and must hold at least a Level 4 qualification. When you check the Financial Services Register, you shouldn't panic if your financial advisor's name doesn't show up on there; you ought to be able to find the company name, and that means the legislation covers all of their advisors. If these cannot be presented the individual can still offer financial guidance as opposed to financial advice. In financial terms guidance is somewhat different to advice and is not regulated. Therefore there is no recourse for the client if financial blunders occur.

Financial Advisor Quotes in Marlow Buckinghamshire

If it's investing money that you're interested in, your advisor will need to know the amount of risk you might be willing and able to take with your hard-earned money. High risk investments may offer higher rewards, however some or all of your cash could be lost. Your savings objectives will have to be considered if good financial and investment advice is to be given, i.e. long or short term investments, how much you wish to invest and how quickly you need access to your money. "How much can you actually afford to lose?" Is the one crucial question that you should really be asking yourself. This could affect the services and products that could be offered for your consideration, and is sometimes referred to as your 'capacity for loss'.

Financial Advice Near Marlow Buckinghamshire

Right from the start, it is vital that you tell your financial advisor about any mortgage loans, investments, regular outgoing payments or savings accounts that you have. They'll need these details, so they can get a clear picture of your financial situation and give the appropriate advice for you. The diversification of your investments and savings by spreading the risk across different products, is an essential part of reliable financial advice. Having a knowledge of the best areas to consider, a professional financial advisor will favour products that match your financial situation and goals.

Your financial advisor will communicate in the clearest possible way, while unmasking the multifaceted world of finance. After learning about the products and services which meet your needs, you should be able to come to an informed and knowledgeable decision. If you're mind is firmly on the environment, you can maybe ask your financial advisor to stick to ethical investments and savings. This not only gives you investment possibilities, but also allows you to support green energy or zero carbon projects, and stay away from companies that don't share the same values as you.

Having a close working relationship with your financial advisor in Marlow could cause problems with your work day and other commitments. One-on-one appointments can be supplemented with video conferencing and telephone calls to enable you to get advice at a time to suit you. Working from home and remote working is now so common, and a professional financial advice company in Marlow will have strict measures in place to ensure your details are kept secure and confidential, even if you rarely have a one-to-one meeting with your advisor.


You need to keep in mind that the financial world is an unpredictable sector, and the value of your investments can just as easily go down as well as up. It can be incredibly worrying and demoralising if your investment fails to make the amount of money you were hoping for. However, except if it's down to incorrect or misleading information from your financial advisor, a downward spiraling of your investment is not seen as a cause for complaint.

Independent Financial Advisor Near Marlow (SL7)

Any complaints should begin with the firm's complaints procedure as indicated in the Key Facts Document. If the issue remains unresolved within the time schedule laid down by the regulating body, and the financial advisor is a member of the Financial Conduct Authority, you can get in touch with the Financial Ombudsman.

The Financial Ombudsman will come to a decision after independently reviewing the cause of the complaint. If the complaint is upheld, a decision will be made on how to financially compensate the client. The financial advisor and their firm must comply with any ruling that's made by the Ombudsman, which becomes a legally binding decision as soon as the customer has agreed to it. Any compensation fixed by the Ombudsman will also account for any annoyance, hassle, distress and inconvenience caused to the customer during the process.

Book a Financial Advisor in Marlow UK

Financial advice can be provided in Marlow and also in nearby places like: Bisham, Taplow, Lower Woodend, Booker, High Wycombe, Cookham Dean, Hurley Bottom, Maidenhead, Hurley, Burnham, Little Marlow, Rotten Row, Lane End, Medmenham, Rosehill, Wooburn Green, Cookham, and in these postcodes SL7 1HT, SL7 1EY, SL7 1NT, SL7 1PJ, SL7 1AP, SL7 1EG, SL7 1LU, SL7 1HF, SL7 1NE, SL7 1PG. Local Marlow financial advisors will probably have the telephone code 01628 and the postcode SL7. Checking this out will guarantee you access locally based financial advisers. Marlow home and business owners will be able to benefit from these and numerous other comparable services.

Skills and Knowledge Needed to be a Financial Advisor

  • To be able to network and build solid relationships with customers.
  • Effective skills in customer service for finding out client requirements.
  • A thorough knowledge of accounting and economics with regard to financial products and markets.
  • Effective business management skills for the negotiation of product rates.
  • Outstanding verbal communication skills.
  • To have attentive listening skills.
  • The ability to promote services and products.
  • To have a goal driven mentality.
  • To be thorough and pay attention to detail.
  • A good level of numeracy for developing financial packages.
  • To have good IT skills.

Buckinghamshire Financial Advisors

SL7 01628 Buckinghamshire Advisers Financial Advisor Advice Financial Advice Marlow Advisors Services Advisor Financial Investment

Around Buckinghamshire you can additionally find: Chesham Bois investment advice, Great Brickhill financial advice, Wexham financial advisors, Edgcott financial advisors, Seer Green financial advice, Stowe financial advisors, Great Missenden financial advisors, Oakley financial advisors, Denham investment advice, Little Missenden investment advice, Taplow investment advice, Ellesborough financial advisors, Aston Clinton investment advice, Tingewick investment advisors, Stoke Poges investment advice, Stoke Mandeville investment advice, Medmenham financial advice, Latimer financial advice, Denham Green investment advice, Great Linford investment advice, Penn investment advisors, Iver investment advisors, Padbury investment advice, Penn financial advice, Marlow Bottom financial advisors, Grendon Underwood investment advisors, Denham investment advisors, Great Marlow investment advisors, Pitstone financial advice.

Marlow Financial Advice Services

Financial Advice Tasks Marlow

There are a number of different services which can be provided by your local Marlow financial advisor including divorce financial planning, savings advice, corporate bonds, mutual funds, cash flow modelling, annuities, retirement advice in Marlow, pensions in divorce, equity release in Marlow, investment consolidation advice Marlow, money planning in Marlow, ISA's, cashflow analysis, pension consolidation, personal protection, wealth management & investments, will writing services in Marlow, independent financial advice, corporate financial planning, death benefit advice, portfolio management Marlow, unit trusts in Marlow, income protection advice, pension reviews, inheritance tax planning, financial planning, financial advice services, personal pensions advice, trustee investment services in Marlow, pension transfer advice in Marlow, and lots more. Listed are just a selection of the duties that can be carried out by a financial advisor. Marlow professionals will be happy to tell you about their entire range of financial services.

Buckinghamshire Financial Advice Enquiries

Buckinghamshire Financial Advice Enquiries

Latest Buckinghamshire financial advice enquiries: Evelina Goodall from Long Crendon, Buckinghamshire recently asked for information on life assurance. Coen Ferguson and Kiara Ferguson from Newton Longville recently enquired about offshore investments. Mr and Mrs Michael from Stoke Poges, Buckinghamshire recently asked for information on family income benefit. Lara and Dewi Dubois from Stoke Hammond recently enquired about family income benefit. Ianis Sheldon and Amina Sheldon from Wooburn recently asked for information on financial planning. Henri Parkin from Padbury recently enquired about investment advice. Darcy and Kelvin Millard from Wing recently asked for information on life assurance. Rudy Lindsay from Ivinghoe, Buckinghamshire recently asked for information on financial planning. These local residents conducted a search for "Garden Fencing Buckinghamshire" and found this website on Yahoo, Google or Bing.


Financial Advisors Near Marlow

Also find: Maidenhead financial advisers, Booker financial advisers, High Wycombe financial advisers, Rotten Row financial advisers, Lane End financial advisers, Rosehill financial advisers, Little Marlow financial advisers, Medmenham financial advisers, Burnham financial advisers, Bisham financial advisers, Taplow financial advisers, Cookham financial advisers, Cookham Dean financial advisers, Hurley Bottom financial advisers, Hurley financial advisers, Lower Woodend financial advisers, Wooburn Green financial advisors and more. All these towns and villages are catered for by local financial advisers. Marlow residents can get financial advice price quotes by going here.

Marlow Financial Advice Services

Find a Financial Advisor in Marlow Here
Financial Advice Enquiries in Marlow Buckinghamshire (01628)
  • Marlow Corporate Financial Advice
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  • Marlow Inheritance Advice
  • Marlow Life Insurance Advice
  • Marlow Retirement Advice
  • Marlow Tax Advice
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  • Marlow Wealth Management
  • Marlow Financial Advice Quotations
  • Marlow Trustee Investments
  • Marlow Cashflow Analysis
  • Marlow Cheap Financial Advice
  • Marlow Pension Advice

Financial Advisors Around Marlow: People living in the following streets and areas have recently requested financial advice - Chiltern Road, Badgers Way, Claremont Road, Bradenham Lane, Clayhill, Beverley Close, St James Courtyard, Station Road, Castleton Court, Savill Way, Seymour Park Road, Crown Lane, Byron Close, Shelley Road, Dedmere Road, School Lane, Barnhill Road, Chisbridge Lane, Beechwood Drive, Stapleton Close, Denton Court, The Croft, The Rushes, Beechtree Avenue, Claymoor Park, Burroughs Grove Hill, as well as these local Marlow postcodes: SL7 1HT, SL7 1EY, SL7 1NT, SL7 1PJ, SL7 1AP, SL7 1EG, SL7 1LU, SL7 1HF, SL7 1NE, SL7 1PG. People residing in these areas recently requested the help of a financial advisor. Marlow residents enjoyed the benefits of dependable and top notch financial services on each occasion.

Marlow Buckinghamshire: The charming town of Marlow can be found in the county of Buckinghamshire (Bucks) in the South Eastern region of Great Britain. Marlow is about 6 miles from High Wycombe and 9 miles from Maidenhead (Berks), places nearby include Taplow, Wooburn Green, Rosehill, Cookham Dean, Hurley, Medmenham, Rotten Row and Cookham. Marlow has the dialling code 01628, is in the postcode district SL7 and has a population of around 14,000. Marlow is situated on the banks of the River Thames. (Tags: Marlow United Kingdom, Marlow Buckinghamshire, Marlow Bucks, Marlow England)

Financial Adviser Jobs Marlow: Get financial adviser jobs near Marlow here: Financial Advisor Jobs Marlow

Independent financial advisor in SL7 area, and dialling code 01628.

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(This financial advisor Marlow content was revised and updated on 06-05-2022)