Financial Advisor Midhurst

Midhurst Independent Financial Advice & Investment

Financial Advisor Midhurst West Sussex (GU29): It can be an intimidating experience trying to locate a reliable independent financial advisor in Midhurst, in particular if it is the very first time that you are seeking financial advice. Whether you are looking for pensions, mortgage, investments or even insurance advice, all professional financial advisors are bound by one common rule; they must all conform to the regulations of the Financial Conduct Authority. Any advice given by a FCA authorised financial advisor in Midhurst comes with certain guarantees that if things go awry, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman Scheme.

Free Midhurst Financial Advisor Quotes

When selecting a financial advisor in Midhurst, a decent place to start could be family and friends, however you must remember that your circumstances might not be the same as theirs, and you may be in need of a different sort of advice. Financial advice must be specifically tailored to your unique situation, and you will discover that some financial advisors might not be appropriate for you. Selecting the right financial advisor is crucial and it is wise to talk with at least three different companies in order to explore the options they can provide, and to find one you feel comfortable with and can trust.

Financial Advisor Midhurst West Sussex (GU29)

Restricted advisors and independent financial advisors (IFA), are the two main kinds of financial advisor in Midhurst. An IFA won't be confined to just one provider's services or products. Independent financial advice must be given in an impartial way and should cover the entire gamut of financial companies and products. Consulting an IFA should allow you to pick from the widest possible array of products. If you go to a restricted advisor you will soon realise that they might be restricted to services and products of a particular company, or as with a mortgage advisor, might only be concerned with one product.

Before taking you on as a client, any financial advisor in Midhurst must be transparent about their charges, as set out by the FCA. You might be charged a set fee, by the hour or even a proportion of your investment, according to services you are looking for. You might be offered the chance of a free preliminary consultation to enable you to discuss your aims and see if the advisor is the correct fit for you and your circumstances. Your account might be managed by a team as opposed to a single advisor, if you elect to use one of the larger Midhurst companies.

Financial Advisors Midhurst UK (01730)

To outline your financial situation and goals to the advising firm, you will be required to complete a "Fact Find" document, which is a confidential disclosure form. You'll also be handed an Initial Disclosure Document, or Key Facts Document, which provides you with details of the financial advisor, their status to offer restricted or independent advice and the extent of their permissions in the financial sector. If you aren't happy with the service, and wish to make a complaint, this document should also set down your legal rights and your options. It should describe what you're signing up for, and any potential benefits and risks that exist if you elect to accept the offered advice, and it should be set down in plain English. The allowed cooling-off period should also be explained in this Key Facts Document. This enables you to cancel the contract with your financial advisor within a certain time period, and whenever any penalty charges are incurred.

When talking with your financial advisor initially make sure you check their experience and qualifications. Asking such questions should not be a cause for embarrassment, because you're about to entrust them with your long-term financial wellbeing. Every Midhurst financial advisor must be able to present an annual Statement of Professional Standing, and must at least hold a Level 4 qualification. Don't panic if your advisor's name doesn't appear on the Financial Services Register, so long as the company is on the register, their advisors will be covered by the legislation. The individual can still offer financial guidance instead of advice, if these can't be provided. Guidance is not subject to regulations in the way that financial advice is, meaning that if errors occur the client won't have any recourse.

Financial Advisor Quotes in Midhurst West Sussex

If it is investments that you are interested in, your advisor will enquire about the amount of risk you are ready to take on with your hard-earned cash. Most investments carry some element of risk, but high risk investments may offer better rewards, and also more likelihood of losing some or all of your cash. Your savings objectives must be taken into account if good investment advice is to be given, i.e. how rapidly you need to access your money, how much you wish to invest and short or long term investments. "How much can you afford to lose?" Is the one vital question that you should really be asking yourself. This is known as your capacity for loss and may well influence the products and services that are offered to you.

Financial Advice Near Midhurst West Sussex

You should tell your financial advisor about any current investments, regular payments, savings or mortgages. They will need to know this, so that they can get a picture of your financial circumstances and give the best advice for you. Spreading the risk across various products by diversifying your investments and savings, is something that reliable financial advice should allow for. Having an understanding of the best areas to consider, an experienced financial advisor will focus attention on products that most closely match your financial situation and goals.

A financial advisor will lay bare the complex world of finance, and communicate in the clearest possible way. You should be in a position to make an informed and educated decision once you have learned about the various products and services which meet your needs. If you're mind is firmly on the environment, you can even ask your advisor to stick to ethical investment and savings schemes. You can then stay away from corporations that corporations meet your criteria, but instead lend your support to those companies and businesses that match your concerns, for instance green energy or zero carbon.

Working together with your financial advisor in Midhurst can be tricky to manage around work and other obligations. This can be alleviated by supplementing one-on-one meetings with telephone and video conferencing, therefore enabling you to get the advice you need at times that are convenient. Remote and home working is now so common, and an established financial advice provider in Midhurst will have rigorous measures in force to keep your details secure and confidential, even if you rarely have a one-to-one meeting with your advisor.


The value of your investments can go down as well as up, and this is something that you must always keep in mind. If it happens that your investment is not making the amount of money you were hoping for, it can be a disheartening and stressful time. However, unless it's owing to incorrect or misleading information from your advisor a downward spiraling of your investment is not seen as a cause for complaint.

Independent Financial Advisor Near Midhurst (GU29)

As indicated in the Key Facts Document, any grievances should start with the company's complaints procedure. If the matter remains unresolved within the period laid down by the regulating body, and the advisor is registered with the FCA, you can get in touch with the Financial Ombudsman.

After independently reviewing the cause for complaint, the Financial Ombudsman will come to a decision on the issue. If it's found that the complaint is justifiable, a decision will be made on how the client can be financially compensated. The advisor and their company must comply with any ruling that's made, which becomes legally binding as soon as the client has accepted it. The Ombudsman will also account for any trouble, distress, inconvenience and upset caused to the customer during the process, and establish the level of compensation accordingly.

Book a Financial Advisor in Midhurst UK

Financial advice can be provided in Midhurst and also nearby in: Selham, Upperton, Chithurst, West Lavington, South Ambersham, Minstead, Elstead, Iping, Lickfold, Woodlbeding, Hoyle, Redford, Dumpford, Didling, Ingrams Green, Trotten Common, Graffham, Pendean, Heyshott, Easebourne, Lodsworth, Tot Hill, Treyford, and in these postcodes GU29 9FZ, GU29 9NY, GU29 9FU, GU29 9FL, GU29 9HX, GU29 9QF, GU29 9HJ, GU29 9QX, GU29 9BT, GU29 0ET. Local Midhurst financial advisors will probably have the telephone dialling code 01730 and the postcode GU29. Checking this out will guarantee you are accessing local financial advisers. Midhurst property owners will be able to benefit from these and lots of other finance related services.

Midhurst Financial Advice Services

Financial Advice Tasks Midhurst

There are a wide array of services which are provided by your local Midhurst financial advisor including will writing services, bridging finance, pension plans, business protection, investing an inheritance Midhurst, ISA's Midhurst, familt controlled trusts Midhurst, ethical investment advice, investment advice, saving for children, trusts, pension advice Midhurst, financial planning, stakeholder pension advice, pension reviews Midhurst, financial services in Midhurst, cash flow modelling, general financial planning, pensions in divorce, divorce planning in Midhurst, life assurance advice, money planning, cashflow planning, business planning, personal financial planning Midhurst, tax financial planning, critical illness cover, cheap financial advice, pension transfers, portfolio management, and more. These are just an example of the duties that can be handled by a financial advisor. Midhurst professionals will be happy to tell you about their full range of services.

Financial Advisors West Sussex

Midhurst Advice Advisor Financial Advisor West Sussex 01730 Investment Advisers Services Financial GU29 Financial Advice Advisors

In the West Sussex area you'll also locate: Pagham investment advisors, Thakeham investment advice, Rustington financial advice, Horsted Keynes investment advice, Selsey financial advisors, West Wittering investment advice, West Grinstead investment advice, Horsted Keynes financial advisors, Ashington financial advice, Scaynes Hill investment advisors, Arundel investment advisors, Cowfold investment advice, Turners Hill financial advisors, Slinfold financial advice, Horsted Keynes investment advisors, Sidlesham investment advisors, Partridge Green investment advisors, East Wittering investment advice, Southgate investment advisors, Lower Beeding investment advice, West Thorney financial advisors, Lancing investment advice, Burgess Hill financial advisors, North Mundham investment advisors, Pagham investment advice, Balcombe financial advisors, Findon financial advice.


Financial Advisors Near Midhurst

Also find: West Lavington financial advisers, Redford financial advisers, Ingrams Green financial advisers, Woodlbeding financial advisers, Easebourne financial advisers, Lickfold financial advisers, Iping financial advisers, Pendean financial advisers, Trotten Common financial advisers, Heyshott financial advisers, Tot Hill financial advisers, Minstead financial advisers, Upperton financial advisers, Didling financial advisers, Elstead financial advisers, Treyford financial advisers, Chithurst financial advisers, Dumpford financial advisers, Hoyle financial advisers, South Ambersham financial advisers, Lodsworth financial advisers, Selham financial advisers, Graffham financial advisors and more. All these places are served by local financial advisers. Midhurst residents can get estimates by clicking here.

Midhurst Financial Advice Services

Find a Financial Advisor in Midhurst Here
Financial Advice Enquiries in Midhurst West Sussex (01730)
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Financial Advisors Around Midhurst: In Barlavington Way, Sheep Lane, Poplar Way, Ashfield Close, Petersfield Road, Pitsham Wood, Beech Grove, Rumbolds Hill, Bepton Road, Taylors Field, Pitsham Lane, Ashfield Road, Market Square, Lakeside, Heathfield Park, Grange Road, Forest Road, Victoria Close, Holmbush Way, New Road, Duck Lane, Edinburgh Square, Carron Lane, Tufts Field, as well as these Midhurst area postcodes: GU29 9FZ, GU29 9NY, GU29 9FU, GU29 9FL, GU29 9HX, GU29 9QF, GU29 9HJ, GU29 9QX, GU29 9BT, GU29 0ET, folks have recently needed financial advice. People residing in these local areas recently required the help of a financial advisor. Midhurst residents received reliable and top notch financial services on every occasion.

If you're interested in local Midhurst information take a look here

Independent financial advisor in GU29 area, phone code 01730.

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(This financial advisor Midhurst page was revised and updated on 28-06-2022)