Financial Advisor New Milton

New Milton Independent Financial Advice & Investment

Financial Advisor New Milton Hampshire (BH25): If you're in search of financial advice for the very first time, trying to find a reliable financial advisor advisor in the New Milton area can be an intimidating experience. Whether you are searching for mortgage, pensions, investment or even insurance advice, all qualified financial advisors have one thing in common; they must all stick to the regulations of the FCA (Financial Conduct Authority). This comes with certain guarantees, therefore after getting advice from a FCA certified financial advisor in New Milton, you can seek recompense from the Financial Ombudsman Scheme or the Financial Services Compensation Scheme, if anything goes awry.

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Recommendations from friends and relations can be a decent starting place in selecting a financial advisor in New Milton, but remember that their needs might be different to the sort of advice you're looking for. Not every financial advisor is suitable for everyone, and their advice should be personalised to your particular circumstances. It is a good idea to speak with at least three different companies when you're choosing a financial advisor, because this is an important decision, and you need to find one that you can trust and feel at ease with, and also investigate the various options they can provide.

Financial Advisor New Milton Hampshire (BH25)

There are 2 main types of financial advisor in New Milton; restricted advisors and independent financial advisors (IFA). The advantage of using an IFA is that they should not be restricted to the products and services of a single provider, and can offer a more diverse range of options. Independent financial advice must encompass the full spectrum of financial products and companies, and should be offered in an impartial way. Using an independent financial advisor should enable you to select from the broadest possible array of services. If you use a restricted financial advisor you will soon realise that they may be restricted to services and products of a specific company, or as in the case of a mortgage advisor, may only be concerned with one individual product.

Before accepting you as a client, any financial advisor must tell you about their charges, as set out by the FCA. You could be charged a set fee, by the hour or even a proportion of your investment, according to type of service you're looking for. You might be offered a free initial consultation to enable you to discuss your objectives and determine whether the advisor is a right fit for you and your circumstances. In some of the larger New Milton companies, you might find that your account is looked after by a team rather than an individual advisor.

Financial Advisors New Milton UK (01425)

You will have to complete a "Fact Find" document, which is a confidential disclosure form relating your financial situation and goals to the advising firm. An Initial Disclosure Document, or Key Facts Document will also be given to you, to provide information regarding the financial advisors themselves, detailing their range of permissions in the financial market and their status to offer independent or restricted advice. This document should also make clear your rights and the possible options you can take if you aren't satisfied with the service, and would like to complain. It should be written in plain English and detail what you are signing up for, and any potential risks and benefits should you elect to accept the offered advice. You will find the level of cooling-off period in the Key Facts Document. Within a certain period of time, this makes it possible for you to cancel your contract.

The very first time you are speaking with your financial advisor make sure you check what experience and qualifications they have. Asking such questions shouldn't cause you any embarrassment, because after all you're entrusting them with your financial wellbeing. All financial advisors in New Milton must hold at least a Level 4 qualification and be able to present an annual Statement of Professional Standing. Don't freak out if your particular financial advisor's name doesn't show up on the Financial Services Register, providing the firm is on the register, their personnel are covered by the legislation. If they're not able to supply these accreditations, the individual cannot offer advice but only financial guidance. In financial terms guidance is somewhat different to advice and isn't regulated in the same way. Therefore there is no recourse for the client if financial blunders arise.

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If you are needing advice on investments you'll be asked the amount of risk you're comfortable with. High risk investments could offer larger rewards, but all or some of your cash could be lost. Your savings objectives must be taken into account if decent investment and financial advice is to be given, i.e. how quickly you need access to your funds, how much money you want to invest and long or short term investments. "How much can you actually afford to lose?" Is the one crucial question that you should really be asking yourself. This is called your capacity for loss and may well affect the products and services that could be offered to you.

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You should let your financial advisor know about your current regular outgoings, mortgages, investments or personal savings. This will provide a clear and full picture of your current financial circumstances, and without this the advice given will most likely not be the most appropriate for you. Diversifying your savings and investments by spreading the risk across various products, is an important part of good quality financial advice. So as to reflect your financial situation and your goals, a professional financial advisor in New Milton will be aware of the best areas to consider.

Your financial advisor will try to communicate in as plain a speech as possible, while unmasking the multifaceted world of finance. This will permit you to compare products and services which meet your needs, and make an informed decision. You could even ask your advisor to only include ethical investment and savings schemes. This allows you to lend support to companies and enterprises that match your concerns, i.e. zero carbon or renewable energy, or perhaps steering clear of companies that do not meet your standards.

It is not always easy to have a close working relationship with a financial advisor in New Milton without this affecting your work and other obligations. One-on-one meetings can be supplemented with video conferencing and phone calls to enable you to get advice at a time to suit you. Working from home and remote working is now a large part of our society, and an experienced financial advice provider in New Milton will have strict measures in place to ensure your details are kept confidential and secure, even if you never have a face-to-face meeting with your personal advisor.


Investments can go down as easily as they can go up, since the financial world can be unpredictable. If your investment isn't making as much money as you were hoping for, it can be extremely frustrating and worrying. A downward spiral in your investment is not seen as a cause for complaint, unless your advisor has given you misleading or wrong information.

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Any disputes should begin with the company's official complaints procedure as detailed in the Key Facts Document. You can tell the Financial Ombudsman about the issue if it is unresolved within the timeframe laid down by the regulating authority, and your advisor is registered with the Financial Conduct Authority.

After reviewing the cause for complaint, the Financial Ombudsman will come to a decision on the issue. If the complaint is upheld, a decision is made on how to financially compensate the customer. This will become legally binding as soon as it has been agreed on by the client, and the financial advisor and their company must comply with the ruling. Any compensation laid down by the Financial Ombudsman will also take into account any inconvenience, upset, distress and trouble caused to the customer during the situation.

Book a Financial Advisor in New Milton UK

Financial advice can be provided in New Milton and also in nearby places like: Lymington, Christchurch, Sway, Highcliffe, Naish Estate, Tiptow, Hinton, Bashley, Milford on Sea, Everton, Wootton, Downton, Ashley, Hordle, Walkford, Barton on Sea, Old Milton, Bransgore, together with these postcodes BH25 5GD, BH25 5DU, BH25 5NA, BH25 5JG, BH25 5LY, BH25 5JA, BH25 5DB, BH25 5GP, BH25 5DZ, BH25 5ND. Local New Milton financial advisors will most likely have the phone code 01425 and the postcode BH25. Simply click on the "enquiry" banner or form to get information on financial advisors in your area.

New Milton Financial Advice Services

Financial Advice Tasks New Milton

There are a wide array of services which can be provided by your local New Milton financial advisor including equity release advice New Milton, tax planning, inheritance tax planning, portfolio management in New Milton, retirement advice, investment plans, life assurance, stakeholder pension advice, ISA's New Milton, investment bonds in New Milton, business financial planning New Milton, pension plans, independent financial advice, investment advice, annuities, mutual funds New Milton, financial analyst services New Milton, personal financial planning New Milton, cheap financial advice, ethical investments, trustee investment services, financial services New Milton, annuity purchases New Milton, wealth management & investments, financial planning, and lots more.

Hampshire Financial Advisors

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In the Hampshire area you will additionally discover: Sydmonton financial advice, Portchester financial advisors, Medstead investment advisors, Barton on Sea investment advice, Burghclere financial advisors, Colden Common financial advice, Bordon investment advisors, Binsted investment advice, Sway investment advice, Alton investment advice, Totton investment advice, Barton on Sea financial advice, Wellow investment advice, Hook investment advice, Anna Valley financial advice, Pamber financial advisors, Headley financial advice, East Meon financial advice, Rushmoor financial advice, Soberton investment advice, Wonston investment advice, Hambledon investment advice, Four Marks investment advisors, Hayling Island financial advisors, Bransgore investment advisors, Owslebury financial advisors, Lee on the Solent investment advice, Kings Somborne investment advisors, Headley Down financial advisors, Bursledon investment advice.


Financial Advisors Near New Milton

Also find: Everton financial advisors, Old Milton financial advisors, Tiptow financial advisors, Wootton financial advisors, Ashley financial advisors, Walkford financial advisors, Lymington financial advisors, Hinton financial advisors, Milford on Sea financial advisors, Downton financial advisors, Sway financial advisors, Christchurch financial advisors, Bashley financial advisors, Hordle financial advisors, Bransgore financial advisors, Highcliffe financial advisors, Naish Estate financial advisors, Barton on Sea financial advisors and more.

New Milton Financial Advice Services

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Financial Advice Enquiries in New Milton Hampshire (01425)
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Financial Advisors Around New Milton: Financial advice has recently been provided in the following New Milton streets and areas - Studley Court, Albert Road, Seafield Close, Autumn Copse, Cadhay Close, Caslake Close, Barton Common Road, Shenstone Court, Cul-de-sac, The Close, Appleslade Way, Spinney Way, Antler Drive, Aspen Place, Southern Lane, Ashley Lane, Dolphin Place, South Lawns Walk, Avenue Road, Second Marine Avenue, Chiltern Drive, Carlton Avenue, Copse Road, Ballard Close, Dinham Road, Doe Copse Way, Brook Avenue, Somerton Close, as well as the following local New Milton postcodes: BH25 5GD, BH25 5DU, BH25 5NA, BH25 5JG, BH25 5LY, BH25 5JA, BH25 5DB, BH25 5GP, BH25 5DZ, BH25 5ND.

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Independent financial advisor in BH25 area, (dialling code 01425).

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