Financial Advisor Oakley

Oakley Independent Financial Advice & Investment

Financial Advisor Oakley Hampshire (RG23): If you are in search of financial advice for the first time, trying to find a decent financial advisor advisor in Oakley can be a quite daunting experience. Whether it is investments, mortgage, pension or even insurance advice that you're searching for, there is one common rule for all professional financial advisors; they must all stick to Financial Conduct Authority (FCA) regulations. This comes with some guarantees, so after getting advice from a FCA authorised financial advisor in Oakley, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if anything goes wrong.

Free Oakley Financial Advisor Quotes

Recommendations from friends and family can be a decent starting place in choosing a financial advisor in Oakley, but bear in mind that their needs could be different to the kind of advice you are looking for. Every financial advisor isn't suitable for everybody, and their advice needs to be personalised to your specific circumstances. It pays to speak to at least three different firms when you are selecting a financial advisor, since this is a major decision, and you need to find one that you feel comfortable with and can trust, and also investigate the various options they offer.

Financial Advisor Oakley Hampshire (RG23)

Independent financial advisors and restricted advisors, are the 2 principal kinds of financial advisor in Oakley. Offering a wider range of options, an independent financial advisor won't be confined to the products and services of just one company. Encompassing the entire gamut of financial products and companies, independent financial advice should be offered in an unbiased and impartial way to clients. If you elect to use an IFA, you will be able to pick from the broadest possible range of services, in order to find the perfect solution for you. A restricted advisor may be involved with a single product, as with a mortgage advisor, or be limited to products and services from a particular provider.

Before any Oakley financial advisor accepts you as a client, they are required by the FCA to tell you about their charges. You could be charged a set fee, by the hour or possibly even a proportion of your investment value, determined by services you require. To discuss your aims and find out if the advisor is the proper choice for you and your situation, you might be offered the chance of a free first consultation. If you go to one of the bigger Oakley firms, your account might be managed by a team of advisors rather than a single person.

Financial Advisors Oakley UK (01256)

You'll have to fill out a "Fact Find" form, which is a confidential disclosure document relating your financial situation and aims to the advising company. To provide details of the financial advisor, their status to offer restricted or independent advice and their scope of permissions in the financial sector, you'll also be handed a Key Facts Document, or Initial Disclosure Document. Your rights should also be set out in this document, along with the options you can take if you need to complain because you aren't happy with the service you are given. It must be typed out in plain language and outline what you're committing yourself to, and any potential risks and benefits that exist should you decide to accept the offered advice. The allowed cooling-off period should also be spelled out in this Key Facts Document. This enables you to cancel the agreement within a certain time period, and if any penalty charges are incurred.

Ensure that you check the experience and qualifications of the financial advisor the first time you speak to them. After all you are about to entrust your long-term financial wellbeing to their expertise, so you should never be self-conscious about asking such questions. A Level 4 qualification in financial advice is the minimum certification for any financial advisor in Oakley, and they must also be able to present an annual Statement of Professional Standing. If the advisor's name doesn't show up on the Financial Services Register, you don't need to panic, the company the advisor works for should be found on the register and their staff are all covered by the legislation. If these can't be provided the person can still offer financial guidance rather than financial advice. Guidance isn't subject to regulations in the way that financial advice is, meaning that if mistakes arise the client won't have any recourse.

Financial Advisor Quotes in Oakley Hampshire

If you're seeking advice on investing money you will be asked about the amount of risk you're comfortable with. High risk investments could potentially offer better rewards, however some or all of your cash could be lost. Decent investment and financial advice will take into account your savings goals, i.e. short or long term investments, how rapidly you need access to your funds and how much you have to invest. You should always ask yourself the one important question, how much can you actually afford to lose. This could affect the products and services that you're offered, and is generally known as your 'capacity for loss'.

Financial Advice Near Oakley Hampshire

You will need to tell your financial advisor about any existing investments, savings, regular outgoing payments or mortgages. To ensure that you get the most appropriate advice for you, they need to gather a full and clear picture of your financial situation. Diversifying your savings and investments by spreading the risk load across various different products, is a crucial part of reliable financial advice. An experienced financial advisor in Oakley will understand the best products to consider, which match your financial situation and your goals.

Your financial advisor will attempt to communicate in as much plain speech as possible, to reveal the complex world of finance. This will help you to compare products and services that meet your needs, and come to an informed decision. If you are mind is firmly on the environment, you can maybe ask your advisor to stick to ethical savings and investment schemes. You can then keep clear of firms that firms meet your criteria, and instead support those businesses and firms that address your concerns, for example zero carbon or green energy.

It isn't always easy to work closely with a financial advisor in Oakley without this impacting on work and other responsibilities. To allow you to seek advice at a time to suit you, face-to-face meetings can be complemented with phone calls and video conferencing. Even if you hardly ever have a face-to-face meeting with your advisor, a professional financial advice firm in Oakley will have stringent measures in force to ensure your details are kept secure and confidential, 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 investment values can just as easily go down as well as up. If your investment is not making the amount of money you were hoping for, it can be extremely stressful and demoralising. Unfortunately, your investment having a downward trend isn't a recognised grounds for complaint, unless of course it's due to misleading or incorrect information from your financial advisor.

Independent Financial Advisor Near Oakley (RG23)

The firm's official complaints procedure should be the best place to start with any grievances, and the Key Facts Document should discuss this. If the advisor is a member of the Financial Conduct Authority, you can tell the Financial Ombudsman about the issue if it remains unsolved within the timeframe set out by the regulating authority.

After independently reviewing the cause for complaint, the Financial Ombudsman will come to a decision on the issue. If the complaint is justified, a decision is made on how to rectify or financially compensate the client. Once the ruling is accepted by the client it becomes a legally binding decision which the advisor and their company, must comply with. Any upset, inconvenience, distress and hassle caused to the customer during the dispute, will be taken into account when the Ombudsman sets the level of compensation.

Book a Financial Advisor in Oakley UK

Financial advice can be provided in Oakley and also in nearby places like: Quidhampton, Basingstoke, North Oakley, North Waltham, Ashley Warren, Ellisfield, Dummer, Chineham, Laverstoke, Whitchurch, Kinsclere, Wooton St Lawrence, Ibworth, Hannington, Deane, Cliddesden, Whitnal, Sherborne St John, Overton, Ashe Warren, Ashe, Steventon, as well as in these postcodes RG23 7AH, RG23 7ES, RG23 7EY, RG23 7JR, RG23 7JQ, RG22 5PB, RG23 7AT, RG23 7AN, RG23 7DU, RG23 7LE. Locally based Oakley financial advisers will probably have the postcode RG23 and the telephone code 01256. Verifying this will make certain that you access local financial advisers. Oakley property owners are able to utilise these and countless other related services.

A Financial Advisor's Day to Day Duties

  • A financial advisor negotiates with providers of financial products.
  • A financial advisor works in collaboration with colleagues to collect trends, market information and statistics.
  • A financial advisor meets targets for performance and sales.
  • A financial advisor provides counselling, education and consultation with regards to investments and finances.
  • A financial advisor keeps detailed records of customers and transactions.
  • A financial advisor produces detailed financial reports.
  • A financial advisor keeps up to date with new financial products and law changes.
  • A financial advisor updates customers regarding their investments.
  • A financial advisor researches financial products and explains them simply and clearly to customers.
  • A financial advisor chats with customers about their finances and plans.

Oakley Financial Advice Services

Financial Advice Tasks Oakley

There is a range of services that can be provided by your local Oakley financial advisor including financial analyst services Oakley, bereavement benefits in Oakley, savings advice, ethical investment advice, wealth management in Oakley, investing an inheritance, pension consolidation, cash flow modelling, portfolio management in Oakley, critical illness cover Oakley, multi-asset portfolios, offshore investments in Oakley, corporate financial planning Oakley, trustee investment services, corporate bonds Oakley, mortgage advice Oakley, financial planning, pension advice in Oakley, trusts, stakeholder pension advice, income protection advice Oakley, money planning, mutual funds, ISA's, pension transfers, family income benefit, investment advice Oakley, cheap financial advice, life assurance, personal financial planning, and more. These are just a small portion of the activities that can be undertaken by a financial advisor. Oakley professionals will be delighted to keep you abreast of their whole range of services.

Financial Advisors Hampshire

Advisers Advice Oakley Services RG23 Advisor Financial Advice Hampshire Financial Advisor Financial Advisors Investment 01256

In the Hampshire area you will additionally find: Michelmersh investment advisors, Hursley financial advice, Michelmersh financial advice, North Baddesley investment advice, Wonston financial advisors, Wellow financial advisors, Bordon investment advisors, Colbury investment advice, Totton financial advice, Soberton investment advisors, Chandlers Ford investment advice, Anna Valley financial advice, Lockerley investment advisors, Colbury investment advisors, Baughurst investment advisors, Woolton Hill investment advice, Eversley financial advice, Beaulieu financial advice, Rowlands Castle financial advice, Twyford financial advice, Colbury financial advice, Owslebury financial advisors, Broughton financial advisors, Four Marks financial advisors, Stubbington financial advisors, Hook financial advice, Hartley Wintney investment advice, Swanmore investment advisors, Ashford Hill investment advisors, Hook investment advice.

The Skills to be Financial Advisors

  • To be good at promoting products and services.
  • To be able to network and build solid relationships with customers.
  • To have a target driven mindset.
  • Excellent skills in verbal communication.
  • Effective business management skills for negotiating product fees.
  • A good level of math knowledge for producing financial strategies.
  • To be capable of using a computer and the key software programs.
  • To have active listening and interpersonal skills.
  • Good skills in customer service for determining customer needs and requirements.
  • An outstanding knowledge of accounting and economics associated with financial markets and products.
  • To pay attention to detail and be thorough.

Financial Advice Enquiries Hampshire

Financial Advice Enquiries Hampshire

Current Hampshire financial advice enquiries: Mr and Mrs Rees in Hyde, Hampshire recently enquired about investment advice. Tia Mcneill and Chace Mcneill from Lindford, Hampshire recently enquired about pension advice. Che Clamp in Fawley, Hampshire recently asked for information on offshore investments. Mr and Mrs Keane in Locks Heath, Hampshire recently enquired about equity release. Saxon and Lilly-Mai Shaw in Hawley recently asked for information on mortgages. Mr and Mrs Bowles in Hartley Wintney recently asked for information on equity release. Hallie Stainton and Guy Stainton from Fordingbridge recently asked for information on family income benefit. Yannis Mccann in Sherfield on Loddon, Hampshire recently enquired about getting financial advice. All of these local residents searched for "Garden Fencing Hampshire" and located this webpage on Google, Yahoo or Bing.


Financial Advisors Near Oakley

Also find: Chineham financial advisers, Kinsclere financial advisers, Whitchurch financial advisers, Dummer financial advisers, Laverstoke financial advisers, North Oakley financial advisers, Steventon financial advisers, Ashley Warren financial advisers, North Waltham financial advisers, Quidhampton financial advisers, Whitnal financial advisers, Ashe Warren financial advisers, Deane financial advisers, Basingstoke financial advisers, Wooton St Lawrence financial advisers, Hannington financial advisers, Ellisfield financial advisers, Ibworth financial advisers, Ashe financial advisers, Sherborne St John financial advisers, Overton financial advisers, Cliddesden financial advisors and more. All of these areas are catered for by local financial advisers. Oakley residents can get financial advice quotes by going here.

Oakley Financial Advice Services

Find a Financial Advisor in Oakley Here
Financial Advice Enquiries in Oakley Hampshire (01256)
  • Oakley Financial Advice Quotes
  • Oakley Pension Advice
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More Oakley Services: Obviously, whenever you are looking at your finances in Oakley, Hampshire, you will probably need all kinds of different services and along with a financial advisor in Oakley, Hampshire, you might additionally need bookkeeping in Oakley, debt recovery & collection in Oakley, mortgage brokers in Oakley, property law & conveyancing in Oakley, wills in Oakley, payroll services in Oakley, contracts lawyers in Oakley, business consulting in Oakley, estate planning in Oakley, investment advisors in Oakley, family lawyers in Oakley, accountants in Oakley, tax preparation in Oakley, banruptcy lawyers in Oakley, business financial planning in Oakley, solicitors in Oakley, mortgage advice in Oakley, and other different Oakley experts.

Financial Advisors Around Oakley: Over the last twelve months financial advice was provided in the following Oakley streets: Matthews Way, Laurel Close, The Greenaways, Summer Down Lane, Ivy Down Lane, Medway Avenue, Fox Lane, Ashley Gardens, Yew Tree Close, Oakley Lane, Fairview Meadow, Lightsfield, Oak Close, Avon Road, Dellfield, Water Ridges, Itchen Close, Tamar Drive, Kintyre Close, Mull Close, Oban Close, Hill Road, Litton Gardens, Marlborough Gardens, Kings Orchard, and in these Hampshire postcodes: RG23 7AH, RG23 7ES, RG23 7EY, RG23 7JR, RG23 7JQ, RG22 5PB, RG23 7AT, RG23 7AN, RG23 7DU, RG23 7LE. People living in these areas recently needed help from a financial advisor. Oakley residents enjoyed the benefits of trusted and competent financial services on each occasion.

For the latest local info regarding Oakley, Hampshire click here

Independent financial advisor in RG23 area, 01256.

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(This financial advisor Oakley information was updated on 28-06-2022)