Financial Advisor Peterlee

Peterlee Independent Financial Advice & Investment

Financial Advisor Peterlee County Durham (SR8): If you're in search of financial advice for the very first time, trying to find a good independent financial advisor in Peterlee can be a challenging experience. Whether you're looking for pensions, mortgage, investment or even insurance guidance, all qualified financial advisors are bound by one simple rule; they all have to adhere to the regulations laid down by the Financial Conduct Authority. The benefit of this is that should a financial advisor who is FCA registered give you poor advice, and anything goes awry, you have guarantees, and are able to go to the Financial Ombudsman or the Financial Services Compensation Scheme to get it put right.

Free Peterlee Financial Advisor Quotes

Recommendations from relatives and friends can be a good starting place in picking a financial advisor in Peterlee, but keep in mind that their situation may be different to what you are looking for. Financial advice must be specifically tailored to your unique circumstances, and you'll find that certain financial advisors might not be appropriate for your requirements. To investigate the various options they are offering and find a financial advisor that you can trust and feel at ease with, it pays to talk with at least three different firms, because after all selecting a financial advisor is a major decision.

Financial Advisor Peterlee County Durham (SR8)

There are 2 principal kinds of financial advisor in Peterlee; independent financial advisors and restricted advisors. The advantage of seeing an IFA is that they won't be limited to a single provider's services and products, and can offer a more diverse range of options. Encompassing the entire gamut of financial companies and products, independent financial advice should be given in an unbiased and impartial way to customers. This will allow you to choose from the widest possible range of products to match your needs. A restricted financial advisor might be concerned with a single product, as with a mortgage advisor, or be limited to products and services from a particular firm.

The Financial Conduct Authority demands that any financial advisor must be fully transparent with you about their charges, before taking you on as a client. Depending on the type of product you are looking for, you could be charged a set fee, by the hour or even a specific percentage of your investment. You could be offered a free first consultation to enable you to discuss your objectives and determine whether the advisor is a good fit for your circumstances. In some of the bigger Peterlee companies, you might find that your account is being looked after by a team rather than an individual.

Financial Advisors Peterlee UK (0191)

To outline your financial situation and ambitions to the advising firm, you'll be asked to complete a "Fact Find" document, which is a confidential disclosure form. A Key Facts Document, or Initial Disclosure Document will also be handed to you, providing details about the financial advisors themselves, detailing their range of permissions in the financial arena and their status to offer independent or restricted advice. If you aren't satisfied with the service, and wish to complain, this document should also set down your own rights and the possible options you can take. It should be typed out in plain language and outline what you are signing up for, and any potential risks and benefits if you decide to take the advice offered. You will find the level of cooling-off period in this document. This makes it possible for you to change your mind within a certain period of time, and cancel your contract with the financial advisor.

The very first time you are talking to your financial advisor you need to check what experience and qualifications they've got. Asking these questions should not cause you any embarrassment, because after all you are about to entrust them with your long-term financial wellbeing. Every financial advisor in Peterlee 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 specific financial advisor's name does not appear on the Financial Services Register, providing the company is listed on the register, their personnel are covered by the legislation. The individual may still offer financial guidance rather than advice, if these can't be presented. In financial terms guidance differs to advice and isn't regulated. Therefore there's no recourse for the client if mistakes are made.

Financial Advisor Quotes in Peterlee County Durham

If you are seeking advice on investing money you will be asked about the amount of risk you are prepared to take on. Substantial rewards might be possible with high risk investments, however you may also lose some or all of your money. Decent financial and investment advice will take you savings objectives into consideration, i.e. how much you have to invest, long or short term investments and how quickly you need access to your funds. You must invariably ask yourself the one crucial question, how much money can you really afford to lose. This might affect the services and products that you're offered, and is generally referred to as your 'capacity for loss'.

Financial Advice Near Peterlee County Durham

Right from the start, it is important to tell your financial advisor about any savings, mortgage loans, investments or regular outgoing payments that you have. To make certain that you receive the most appropriate advice for you, they need to have a full and clear picture of your financial situation. Spreading the risk load across different products through the diversification of your savings and investments, is something that smart financial advice should allow for. A professional financial advisor in Peterlee will have the knowledge of the best products to consider, which mirror your goals and your financial situation.

Communicating in the clearest way possible, your financial advisor will unveil the complex world of finance and investment. You should be able to come to an informed and educated decision after you have compared the various services and products which match your needs. You could even ask your financial advisor to only include ethical savings and investment schemes. This will allow you to give your support to organisations and firms that address your concerns, e.g. zero carbon or green energy, or perhaps steering clear of firms that don't meet your standards.

Working closely with your financial advisor in Peterlee can be difficult to fit in around your work day and other commitments. One-on-one meetings can be augmented with phone calls and video conferencing to enable you to seek advice at a time to suit you. An established financial advice provider in Peterlee will have strict measures in place to ensure your details are kept secure and confidential, even if you rarely have a face-to-face meeting with your personal advisor, because home and remote working is no longer unusual.


Investments can go down as well as up, as the financial sector can be unpredictable. If your investment fails to make as much money as you were hoping for, it can be very disheartening and worrying. A downward spiraling of your investment isn't a recognised cause for complaint, unless your financial advisor has given you incorrect or misleading information.

Independent Financial Advisor Near Peterlee (SR8)

The firm's complaints procedure should be the starting point for any grievances, and the Key Facts Document will clarify this. If the problem remains unresolved within the time set out by the regulating authority, and the financial advisor is registered with the Financial Conduct Authority, you can get in touch with the Financial Ombudsman.

After looking into the cause of the 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 the situation or financially compensate the customer. Once agreed on by the client, the ruling becomes legally binding, and the advisor and their company must abide by it. Any compensation fixed by the Financial Ombudsman will also take into account any inconvenience, upset, distress and trouble caused to the customer during the dispute.

Book a Financial Advisor in Peterlee UK

Financial advice can be provided in Peterlee and also nearby in: Horden, Hesleden, Wingate, Castle Eden, Haswell, Crimdon, Shotton, Hawthorn, Hartlepool, Cold Hesledon, Seaham, Wheatley Hill, Thornley, Easington, Wolviston, Blackhall Colliery, and in these postcodes SR8 2BU, SR8 1PN, SR8 1HS, SR8 1HL, SR8 1AR, SR8 1FA, SR8 1QL, SR8 1LY, SR8 1NU, SR8 1HX. Locally based Peterlee financial advisers will likely have the dialling code 0191 and the postcode SR8. Checking this will guarantee you are accessing local financial advisers. Peterlee homeowners can utilise these and many other finance related services.

Peterlee Financial Advice Services

Financial Advice Tasks Peterlee

There are a whole host of services that can be provided by your local Peterlee financial advisor including pension reviews, annuities, pension advice, pension planning Peterlee, financial planning, divorce financial planning, tax planning in Peterlee, money planning, trustee investment services, corporate financial planning, business protection, personal protection, long term care fee planning, financial analyst services, investment bonds, familt controlled trusts, offshore investment advice in Peterlee, unit trusts, will writing services, cash flow modelling, mortgage services in Peterlee, equity release advice in Peterlee, multi-asset portfolios, inheritance tax planning in Peterlee, investment reviews, personal pensions advice, mutual funds, family income benefit in Peterlee, personal financial planning, cashflow planning, and more. These are just a few of the duties that can be conducted by a financial advisor. Peterlee professionals will be happy to tell you about their entire range of services.

Financial Advice Enquiries County Durham

Financial Advice Enquiries County Durham

Recent County Durham financial advice enquiries: Mr and Mrs Hassan from Sherburn recently asked for information on pensions. Laurence Higgins and Nellie Higgins from Evenwood recently enquired about family income benefit. Alara and Nate Fulton from Sedgefield recently enquired about life assurance. Mr and Mrs Garrard from Pittington, County Durham recently asked for information on offshore investments. Priya Jobson and Amos Jobson from Blackhall Colliery recently asked for information on equity release. Mr and Mrs Fryer from Trimdon Grange recently enquired about financial planning. Wren Addis and Austin Addis from Ushaw Moor recently asked for information on family income benefit. Eryn West and Alistair West from Billy Row, County Durham recently enquired about financial planning. All these local people conducted a search for "Garden Fencing County Durham" and came across this webpage on either Yahoo, Google or Bing.

County Durham Financial Advisors

Advisors Financial Advice Peterlee Investment Services Financial Advice 0191 SR8 Financial Advisor County Durham Advisers Advisor

In County Durham you'll additionally find: Sherburn financial advisors, West Rainton investment advisors, Murton investment advice, Thornley financial advice, Headland financial advisors, Murton financial advice, Little Lumley investment advice, Staindrop investment advisors, Eaglescliffe financial advisors, Stanley investment advisors, Cockfield financial advice, Wolsingham investment advice, Framwellgate Moor investment advisors, Ouston financial advice, Middleton in Teesdale investment advisors, Grindon investment advice, Thornaby investment advice, Blackhall Colliery investment advice, Wolviston investment advisors, Quarrington financial advice, Sedgefield investment advice, Hunwick financial advice, Middleton in Teesdale financial advice, Barnard Castle financial advice, Leadgate financial advice, Heighington financial advice, Willington investment advice, Sacriston investment advisors.


Financial Advisors Near Peterlee

Also find: Crimdon financial advisers, Hartlepool financial advisers, Wolviston financial advisers, Blackhall Colliery financial advisers, Wingate financial advisers, Hawthorn financial advisers, Seaham financial advisers, Hesleden financial advisers, Shotton financial advisers, Easington financial advisers, Cold Hesledon financial advisers, Horden financial advisers, Wheatley Hill financial advisers, Haswell financial advisers, Thornley financial advisers, Castle Eden financial advisors and more. Most of these places are catered for by local financial advisers. Peterlee residents can get quotations by going here.

Peterlee Financial Advice Services

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Financial Advice Enquiries in Peterlee County Durham (0191)
  • Peterlee Tax Advice
  • Peterlee Inheritance Advice
  • Peterlee Cashflow Analysis
  • Peterlee Pension Advice
  • Peterlee Cheap Financial Advice
  • Peterlee Financial Advice Quotations
  • Peterlee Wealth Management
  • Peterlee Corporate Financial Advice
  • Peterlee Investment Advice
  • Peterlee Life Insurance Advice
  • Peterlee Financial Advice
  • Peterlee Mortgage Advice
  • Peterlee Trustee Investments
  • Peterlee Estate Planning

More Peterlee Services: Needless to say, when you're looking at your finances in Peterlee, County Durham, you'll likely be in need of all sorts of different services and as well as a financial advisor in Peterlee, County Durham, you could additionally need estate planning in Peterlee, family lawyers in Peterlee, solicitors in Peterlee, investment advisors in Peterlee, accountants in Peterlee, business consulting in Peterlee, mortgage advice in Peterlee, debt recovery & collection in Peterlee, tax preparation in Peterlee, contracts lawyers in Peterlee, payroll services in Peterlee, mortgage brokers in Peterlee, property law & conveyancing in Peterlee, wills in Peterlee, bookkeepers in Peterlee, banruptcy lawyers in Peterlee, business financial planning in Peterlee, and other different Peterlee experts.

Financial Advisors Around Peterlee: Over the last year financial advice was provided in these Peterlee streets: Station Cottages, Sunny Blunts, Timber Road, Thompson Street, The Green, Beaumont Crescent, Severn Close, Stafford Place, Berkshire Road, Davies Walk, Barsloan Grove, Snowdrop Avenue, Thornes Close, Stainton Way, Tennyson Road, Cottingham Close, Carlton Terrace, Tweed Close, Cliff Terrace, Shadforth Close, Brougham Court, Bowness Close, Beach Grove, Brakespeare Place, Brendon Place, Dilston Close, The Village, and in these County Durham postcodes: SR8 2BU, SR8 1PN, SR8 1HS, SR8 1HL, SR8 1AR, SR8 1FA, SR8 1QL, SR8 1LY, SR8 1NU, SR8 1HX. People residing in these areas recently required the help of a financial advisor. Peterlee residents enjoyed the benefits of trusted and reliable financial services in every case.

For local info relating to Peterlee, County Durham click here

Independent financial advisor in SR8 area, phone code 0191.

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(This financial advisor Peterlee page was successfully updated on 06-05-2022)