Financial Advisor Milton Keynes

Milton Keynes Independent Financial Advice & Investment

Financial Advisor Milton Keynes Buckinghamshire (MK1): Finding a good independent financial advisor in the Milton Keynes area can be a daunting experience, in particular if you are seeking financial advice for the very first time. Nevertheless, all professional financial advisors have one thing in common; they all have to adhere to the regulations laid down by the FCA (Financial Conduct Authority), regardless of whether you are after pension, investments, mortgage or even insurance guidance. Any advice given through a FCA approved financial advisor in Milton Keynes comes with the guarantee that if anything should go wrong, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman.

Free Milton Keynes Financial Advisor Quotes

A good starting place when picking a financial advisor in Milton Keynes could be friends and neighbours, but remember that the sort of advice you're searching for may be different to theirs. Not every financial advisor is suitable for everyone, and any advice they provide needs to be tailored to your unique situation. To check out the various options they're offering and find a financial advisor that you can trust and feel at ease with, it pays to talk to at least 3 different firms, because after all picking a financial advisor is a major decision.

Financial Advisor Milton Keynes Buckinghamshire (MK1)

When you are looking to pick a financial advisor in Milton Keynes, there are basically 2 principal types; independent financial advisors and restricted advisors. The benefit of using an IFA is that they won't be confined to just one company's services and products, and can offer a wide range of options. Independent financial advice must be provided in an impartial way and across the entire spectrum of financial companies and products. Consulting an independent financial advisor should allow you to pick from the broadest possible range of products. If you go to a restricted financial advisor you will discover that they could be limited to services and products of a specific firm, or as with a mortgage advisor, may only be involved with one individual product.

Before any financial advisor accepts you as a client, they're required by the FCA to fully discuss their charges with you. You may be charged by the hour, a set fee or perhaps even a percentage of your investment, according to type of service you're interested in. You might be offered a free initial consultation to allow you to discuss your aims and see if the advisor is the correct fit for your situation. In some of the bigger Milton Keynes firms, you may find that your account is handled by a team as opposed to an individual.

Financial Advisors Milton Keynes UK (01908)

You'll be required to fill out a "Fact Find" form, which is a confidential disclosure document relating your targets and financial situation to the advising firm. A Key Facts or Initial Disclosure Document will also be given to you, to provide details of the financial advisors themselves, outlining the scope of their permissions in the financial market and their status to offer independent or restricted advice. Your rights will also be set out in this document, together with the possible options you can take if you want to make a complaint because you are not happy with the service you are given. It must be simple to understand, written in plain language, and describe precisely what you're signing up for, along with the benefits and risks of going along with the advice. You will find the level of cooling-off period in the Key Facts Document. This allows you to change your mind within a specific number of days, and cancel your agreement with the financial advisor.

When speaking with your financial advisor the very first time you should check their qualifications and experience. After all you are on the verge of entrusting your financial future to their expertise, so you must not be embarrassed about asking these questions. All financial advisors in Milton Keynes must as a minimum hold a Level 4 qualification and present an annual Statement of Professional Standing. If your advisor's name doesn't appear on the Financial Services Register, don't freak out, the firm the person works for should be found on the register and their staff are all covered by the regulations. If they are not able to provide these accreditations, the individual can't offer advice but can offer financial guidance. Guidance is different to advice as it isn't regulated, and if errors occur there will likely be no recourse to the client.

Financial Advisor Quotes in Milton Keynes Buckinghamshire

You will be asked the level of risk you are ready and able to accept, if you are seeking advice on investments. High risk investments could potentially offer substantial rewards, however all or some of your capital could be lost. In order to get the very best financial and investment advice, your savings objectives will have to be given careful consideration, i.e. how rapidly you need to access your funds, long or short term investments and how much you have to invest. One question you should ask of yourself, which is normally overlooked, is just how much you can afford to lose. This is generally referred to as your capacity for loss and could influence the products and services that are offered for your consideration.

Financial Advice Near Milton Keynes Buckinghamshire

From the outset, it is important to tell your financial advisor about any mortgage loans, investments, regular outgoings or savings accounts that you currently have. They'll need this information, so that they can get a picture of your financial situation and give the appropriate advice for your needs. The diversification of your investments and savings by spreading the risk load across a number of different products, is an essential part of reliable financial advice. With a knowledge of the best areas to consider, an experienced financial advisor will concentrate on products that match your financial situation and goals.

Your financial advisor will attempt to communicate in the clearest possible way, while opening up the complex world of finance. This will permit you to compare products and services that meet your needs, and come to an informed decision. If environmental issues are important to you, you could even ask that ethical investment and savings schemes take precedence. This allows you to give your support to companies and organisations that match your concerns, i.e. zero carbon or green energy, or perhaps steering clear of corporations that do not meet your criteria.

Establishing a close working relationship with your financial advisor in Milton Keynes could create issues with your work day and other obligations. One-on-one appointments can be supplemented with video conferencing and phone calls to allow you to get advice at a time to suit you. Even if you never have an in-person meeting with your advisor, a competent financial advice firm in Milton Keynes will have strict measures in force to ensure your details are kept confidential and secure, because remote and home working is now a large part of our society.


You must always keep in mind that the financial world is an unpredictable sector, and the value of your investments could just as easily drop as well as rise. If your investment is not making as much money as you were hoping for, it can be extremely worrying and demoralising. A downward spiraling of your investment isn't seen as a grounds for complaint, unless your advisor has given you misleading or wrong information.

Independent Financial Advisor Near Milton Keynes (MK1)

The firm's official complaints procedure should be the starting place for any disputes, and the Key Facts Document will clarify this. If the financial advisor is a member of the FCA, you can tell the Financial Ombudsman about the matter if it remains unresolved within the time schedule stipulated by the regulating body.

After looking into the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is justified, a decision will be made on how to rectify or financially compensate the customer. This becomes a legally binding decision once it has been agreed on by the client, and the financial advisor and their firm must abide by the decision. Any compensation laid down by the Ombudsman will also account for any hassle, inconvenience, annoyance and distress caused to the customer during the situation.

Book a Financial Advisor in Milton Keynes UK

Financial advice can be provided in Milton Keynes and also in nearby places like: Stoke Hammond, Bletchley, Bradwell, Willen, Tongham, Newport Pagnell, Loughton, Cosgrove, Wolverton, Great Horwood, Stoney Stratford, Woburn Sands, Cranfield, Newton Longville, Buckingham, Olney, as well as in these postcodes MK9 1FG, MK9 1AT, MK9 2JH, MK9 2FX, MK13 8RQ, MK9 2ND, MK9 2LA, MK6 3JG, MK9 1AN, MK9 1AE. Local Milton Keynes financial advisers will likely have the postcode MK1 and the telephone dialling code 01908.

Financial Advisors Buckinghamshire

Buckinghamshire Investment Financial Services Advisor Advisors Advisers 01908 Milton Keynes MK1 Financial Advice Financial Advisor Advice

In Buckinghamshire you'll additionally find: Lavendon investment advisors, New Bradwell investment advisors, Great Marlow financial advice, Stantonbury investment advisors, North Marston financial advice, Stoke Mandeville financial advisors, Little Kingshill financial advisors, Penn investment advice, Little Marlow financial advice, Buckingham financial advisors, Little Kingshill investment advice, Latimer financial advice, Stone investment advisors, North Marston investment advice, Lavendon financial advice, Ivinghoe financial advisors, Steeple Claydon investment advice, Aston Clinton investment advice, Quainton financial advisors, Pitstone financial advice, Chesham Bois financial advice, Stone financial advisors, Sherington investment advice, Hughenden Valley investment advisors, Great Missenden financial advice, Stony Stratford financial advisors, West Wycombe investment advice, Taplow investment advice, Stone financial advice, Chalfont St Giles investment advisors.

Milton Keynes Financial Advice Services

Financial Advice Tasks Milton Keynes

There are a number of different services which are provided by your local Milton Keynes financial advisor including pension advice, mortgage financial planning, long term care fee planning, financial analyst services Milton Keynes, independent financial advice, pension consolidation advice, pension transfer advice, tax financial planning, will writing services, corporate bonds, cheap financial advice, pension plans, life assurance advice, business planning, ethical investment advice in Milton Keynes, trusts, retirement advice, portfolio management, stakeholder pension advice, bridging finance, investment advice, equity release advice, wealth management & investments in Milton Keynes, divorce financial planning in Milton Keynes, family income benefit Milton Keynes, and more.

Regular Duties of a Financial Advisor

  • Financial advisors make advantageous deals with with providers of financial products.
  • Financial advisors work in conjuction with colleagues to obtain market information, trends and statistics.
  • Financial advisors update customers regarding their investments.
  • Financial advisors research financial products and explain them simply and clearly to their customers.
  • Financial advisors produce in-depth financial reports.
  • Financial advisors maintain a record of potential clients and transactions.
  • Financial advisors meet targets for performance and sales.
  • Financial advisors provide education, consultation and counselling with regards to finances and investments.
  • Financial advisors keep up to date with regulation changes and new products.
  • Financial advisors speak with customers regarding their plans and finances.

Financial Advisors Near Milton Keynes

Also find: Great Horwood financial advisors, Cranfield financial advisors, Cosgrove financial advisors, Wolverton financial advisors, Woburn Sands financial advisors, Willen financial advisors, Loughton financial advisors, Olney financial advisors, Buckingham financial advisors, Tongham financial advisors, Stoney Stratford financial advisors, Bradwell financial advisors, Bletchley financial advisors, Newport Pagnell financial advisors, Stoke Hammond financial advisors, Newton Longville financial advisors and more.

Milton Keynes Financial Advice Services

Find a Financial Advisor in Milton Keynes Here
Financial Advice Enquiries in Milton Keynes Buckinghamshire (01908)
  • Milton Keynes Estate Planning
  • Milton Keynes Financial Services
  • Milton Keynes Investment Advice
  • Milton Keynes Pension Advice
  • Milton Keynes Cashflow Analysis
  • Milton Keynes Tax Advice
  • Milton Keynes Inheritance Advice
  • Milton Keynes Retirement Planning
  • Milton Keynes Corporate Financial Advice
  • Milton Keynes Financial Advice Quotes
  • Milton Keynes Mortgage Advice
  • Milton Keynes Life Insurance Advice
  • Milton Keynes Wealth Management
  • Milton Keynes Trustee Investments

Financial Advisors Around Milton Keynes: Financial advice has recently been given in the following Milton Keynes areas and roads - Secklow Gate East, Tees Way, Aldene Drive, Calverleigh Crescent, St Andrews Road, Southwick Court, Bluebell Croft, The Laurels, Snowshill Court, Salton Link, Tredington Grove, Delius Close, Darin Court, St Martins Street, St Govans Close, Baily Court, Debbs Close, Charlton Close, Bentall Close, Chandlers Court, Cambron, Sandy Close, Brahms Close, Carters Lane, Anson Road, Saddington, Deanshanger Road, Britten Grove, Sandywell Drive, Soskin Drive, as well as the following local Milton Keynes postcodes: MK9 1FG, MK9 1AT, MK9 2JH, MK9 2FX, MK13 8RQ, MK9 2ND, MK9 2LA, MK6 3JG, MK9 1AN, MK9 1AE.

More Milton Keynes Services: Naturally, when you are looking at your finances in Milton Keynes, Buckinghamshire, you will likely need all types of different services and together with a financial advisor in Milton Keynes, Buckinghamshire, you may also need tax preparation in Milton Keynes, contracts lawyers in Milton Keynes, debt recovery & collection in Milton Keynes, wills & probate in Milton Keynes, estate planning in Milton Keynes, accounting in Milton Keynes, property law & conveyancing in Milton Keynes, investment advisors in Milton Keynes, family lawyers in Milton Keynes, bookkeepers in Milton Keynes, business consulting in Milton Keynes, mortgage brokers in Milton Keynes, banruptcy lawyers in Milton Keynes, mortgage advice in Milton Keynes, solicitors in Milton Keynes, payroll services in Milton Keynes, business financial planning in Milton Keynes, and other different Milton Keynes experts.

Milton Keynes Buckinghamshire: The large town of Milton Keynes can be found in the county of Buckinghamshire in the South Eastern district of Great Britain. Milton Keynes is around 22 miles from Aylesbury and 13 miles from Buckingham, places nearby include Bradwell, Willen, Great Horwood, Woburn Sands, Newton Longville, Loughton, Cosgrove and Bletchley. Milton Keynes has the area dialling code 01908, has a population of about 230,000 and has the postcode MK1 - MK15. In 1967 Milton Keynes became a formerly designated new town. (Tags: Milton Keynes England, Milton Keynes Buckinghamshire, Milton Keynes United Kingdom, Milton Keynes Bucks)

Independent financial advisor in MK1 area, telephone code 01908.

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