Financial Advisor Seaford

Seaford Independent Financial Advice & Investment

Financial Advisor Seaford East Sussex (BN25): Finding a decent financial advisor advisor in Seaford can be a daunting experience, especially if you are needing financial advice for the very first time. Whether you're searching for investments, mortgage, pension or even insurance advice, all financial advisors have one thing in common; they all have to conform to the regulations of the FCA (Financial Conduct Authority). Any advice given through a FCA registered financial advisor in Seaford comes with the guarantee that should things go awry, you have access to the Financial Ombudsman or the Financial Services Compensation Scheme.

Free Seaford Financial Advisor Quotes

When choosing a financial advisor in Seaford, a decent starting point could be friends and relations, however you must keep in mind that your situation might not be in line with theirs, and you may need a different sort of advice. Any advice they offer should be personalised to your specific circumstances, and every financial advisor is not suitable for everyone. It pays to speak with at least 3 different firms when you are selecting a financial advisor, since this is a big decision, and you need to find one that you feel comfortable with and can trust, and also investigate the options they can provide.

Financial Advisor Seaford East Sussex (BN25)

Restricted advisors and independent financial advisors, are the two principal types of financial advisor in Seaford. The advantage of seeing an IFA is that they won't be confined to just one company's products or services, and can offer a wide range of options. Independent financial advice must be given in an impartial way and across the whole gamut of financial products and companies. This will permit you to pick from the widest range of services to suit your needs. A restricted financial advisor could be limited to services and products from a single firm, or may even concentrate on a specific product, as may be the case with a mortgage advisor.

The FCA requires that any Seaford financial advisor must discuss their charges with you, before taking you on as a client. You could be charged by the hour, a set fee or possibly even a specific percentage of your investment, depending on services you're looking for. To allow you to discuss your aims and see if the advisor is a good fit for your circumstances, you could be offered the chance of a free initial consultation. In some of the larger Seaford firms, you might find that your account is handled by a team as opposed to an individual.

Financial Advisors Seaford UK (01323)

Before any actual financial advice is given you'll have to complete a confidential disclosure document, called a "Fact Find" form, which informs the advising company about your goals and financial situation. You'll also be given a Key Facts or Initial Disclosure Document, which provides details about the financial advisor, their status to offer independent or restricted advice and their scope of permissions in the financial sector. If you are not satisfied with the service provided, and wish to complain, this document will also lay down your legal rights and the options you can take. It should be typed out in plain English and detail what you are signing up for, and any possible risks and benefits if you opt to accept the advice offered. The allowed cooling-off period should also be fully explained in this Key Facts Document. Within a specific time frame, this allows you to cancel the contract.

The first time you are chatting with your financial advisor you should check what experience and qualifications they have. After all you are about to entrust your financial wellbeing to their skill, so you must not be embarrassed about asking such questions. All Seaford financial advisors must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. When checking the Financial Services Register, you should not panic if your particular advisor's name does not appear on there; you will probably locate the firm name, and this means that the legislation covers all of their advisors. The person can still offer financial guidance instead of advice, if these can't be provided. In terms of finance guidance is different to advice and is not regulated. Therefore there isn't any recourse for either party if errors arise.

Financial Advisor Quotes in Seaford East Sussex

If you're seeking advice on investing money you will be asked about the level of risk you're comfortable with. Larger rewards might be possible with higher risk investments, however you stand a greater chance of losing some or all of your capital. In order to get the very best financial and investment advice, your savings aims must be given careful consideration, i.e. how rapidly you need access to your funds, how much you wish to invest and short or long term investments. One question you should ask yourself, which is often ignored, is how much money you can actually afford to lose. This is commonly called your 'capacity for loss' and might influence the services and products that are offered to you.

Financial Advice Near Seaford East Sussex

If you have already got any existing regular outgoing payments, savings, mortgages or investments, you'll want to tell your financial advisor about these. They'll need to know this, so they can get a picture of your financial situation and give the best advice for your needs. Reliable financial advice should include diversifying your investments and savings by spreading the risk load across various products. A certified financial advisor in Seaford will be aware of the best areas to consider, which match your financial situation and your goals.

A financial advisor will unveil the multifaceted world of finance, and try to converse in as much plain speech as possible. This will help you to compare products and services which match your needs, and make an informed decision. If you're mind is firmly on the environment, you can maybe ask your financial advisor to stick to ethical savings and investments. You will then be able to avoid businesses that businesses meet your requirements, but instead lend your support to those enterprises and companies that match your concerns, for example zero carbon or renewable energy.

It can prove difficult to manage your work and other commitments around working closely with a financial advisor in Seaford. To allow you to seek advice at times that suit you, face-to-face meetings can be supplemented with video conferencing and phone calls. Even if you hardly ever have an in-person meeting with your advisor, an experienced financial advice provider in Seaford will have rigorous measures in force to keep your details confidential and secure, because working from home and remote working is now commonplace.

COMPLAINTS

The value of your investments can go down as well as up, and this is a factor that you must always remember. It can be very disheartening and worrying if your investment fails to make as much money as you hoped for. However, unless it's down to incorrect or misleading information from your advisor a downward spiraling of your investment isn't seen as a cause for complaint.

Independent Financial Advisor Near Seaford (BN25)

As laid out in the Key Facts Document, any disputes should begin with the company's complaints procedure. If the matter is unsolved within the time schedule set by the regulating authority, and your advisor is registered with the FCA, you can advise the Financial Ombudsman.

The Financial Ombudsman will come to a decision after independently reviewing the cause of the complaint. If it's established that the complaint is legitimate, a decision is made on how the customer can be compensated. The advisor and their company must abide by any ruling that's made, which becomes a legally binding decision once the customer has accepted it. Any inconvenience, annoyance, distress and hassle caused to the client during the dispute, will be considered when the Financial Ombudsman sets the level of compensation.

Book a Financial Advisor in Seaford UK

Financial advice can be provided in Seaford and also in: Polegate, Arlington, Selmeston, South Heighton, Westdean, Alfriston, Exceat, Bishopstone, Litlington, Willingdon, Firle, East Dean, Newhaven, Peacehaven, East Blatchington, West Firle, together with these postcodes BN25 1LD, BN25 1DL, BN25 1RS, BN25 1RJ, BN25 1RU, BN25 1QJ, BN25 1QU, BN25 1DQ, BN25 1BJ, BN25 1AZ. Local Seaford financial advisors will probably have the telephone dialling code 01323 and the postcode BN25.

Seaford Financial Advice Services

Financial Advice Tasks Seaford

There is a variety of services that can be provided by your local Seaford financial advisor including corporate bonds, financial planning, life insurance advice, pension reviews in Seaford, trusts, business financial planning in Seaford, cash flow modelling, pension planning, annuity purchases, wealth management & investments, corporate financial planning in Seaford, equity release advice, financial analyst services, retirement advice in Seaford, life assurance advice, offshore investments, personal financial planning in Seaford, independent financial advice, mutual funds, investment advice, pension drawdowns, bridging finance, annuities Seaford, financial advice services, ethical investments, and more.

Financial Advice Enquiries East Sussex

East Sussex Financial Advice Enquiries

Latest East Sussex financial advice enquiries: Haya Whyte from Catsfield recently enquired about life assurance. Nova and Josh Wyatt from Maresfield recently enquired about investment advice. Mr and Mrs Broadbent from Saltdean, East Sussex recently enquired about investment advice. Theia and Zain Waterman from Broyle Side, East Sussex recently enquired about getting financial advice. Mr and Mrs Chatterton from Uckfield, East Sussex recently asked for information on offshore investments. Karina May and Austen May from Westham recently enquired about life assurance. Zane Sykes from Horam, East Sussex recently asked for information on equity release. Humphrey Mortimer from Ewhurst recently asked for information on family income benefit.

Necessary Skills for Financial Advisors

  • To have good time management skills.
  • To pay attention to detail and be thorough.
  • An excellent level of maths knowledge for developing financial packages.
  • A solid understanding of economics and accounting associated with financial products and markets.
  • Good skills in customer service for identifying customer requirements.
  • To have the ability to listen attentively
  • To be good at promoting services and products.
  • To be confident in using a computer and the principal software.
  • To have the ability to network and build solid relationships with customers.
  • Excellent skills in verbal communication.
  • Excellent business management skills for negotiating product prices.

Financial Advisors East Sussex

Financial Advisor Financial Advice Financial Advisor Investment Seaford East Sussex Advisers Advisors BN25 Advice Services 01323

In the East Sussex area you'll also obtain: Rotherfield financial advice, Catsfield financial advice, Willingdon investment advice, Pevensey Bay financial advisors, East Dean financial advice, Broyle Side financial advice, Jevington investment advice, Ringmer financial advice, Westfield financial advisors, Burwash Common investment advisors, Barcombe financial advisors, Newick financial advisors, Rotherfield investment advice, Ringmer financial advisors, Pevensey investment advisors, Woodingdean financial advisors, Fletching financial advisors, Rottingdean financial advisors, Nutley investment advisors, Fairlight investment advisors, Crowhurst financial advice, Warbleton investment advice, Chiddingly investment advisors, Salehurst financial advice, Mayfield financial advice, Crowhurst investment advisors, Newhaven financial advice, Icklesham financial advice, Catsfield investment advice.

A Financial Advisor's Regular Tasks

  • A financial advisor maintains a record of transactions and customers.
  • A financial advisor keeps fully up to date with new products and legislation changes.
  • A financial advisor updates clients about their investments.
  • A financial advisor produces detailed financial reports.
  • A financial advisor meets sales and performance targets.
  • A financial advisor provides consultation, education and counselling regarding finances and investments.
  • A financial advisor works in conjuction with peers to gather trends, statistics and market information.
  • A financial advisor talks to clients regarding their finances and plans.
  • A financial advisor recommends the best-suited financial products to customers.
  • A financial advisor makes deals with with providers of financial products.
SEAFORD FINANCIAL ADVISOR QUOTES

Financial Advisors Near Seaford

Also find: Exceat financial advisors, Polegate financial advisors, Willingdon financial advisors, Firle financial advisors, East Blatchington financial advisors, Selmeston financial advisors, South Heighton financial advisors, Litlington financial advisors, Alfriston financial advisors, Newhaven financial advisors, Arlington financial advisors, West Firle financial advisors, Westdean financial advisors, Bishopstone financial advisors, Peacehaven financial advisors, East Dean financial advisors and more.

Seaford Financial Advice Services

Find a Financial Advisor in Seaford Here
Financial Advice Enquiries in Seaford East Sussex (01323)
  • Seaford Corporate Financial Advice
  • Seaford Wealth Management
  • Seaford Life Insurance Advice
  • Seaford Financial Advice
  • Seaford Pension Advice
  • Seaford Inheritance Advice
  • Seaford Trustee Investments
  • Seaford Financial Advice Quotes
  • Seaford Retirement Advice
  • Seaford Investment Advice
  • Seaford Tax Advice
  • Seaford Cheap Financial Advice
  • Seaford Financial Services
  • Seaford Cashflow Analysis

More Seaford Services: Not surprisingly, when you're looking at your finances in Seaford, East Sussex, you will probably be in need of all types of different services and as well as a financial advisor in Seaford, East Sussex, you may additionally need business financial planning in Seaford, payroll services in Seaford, wills & probate in Seaford, debt recovery & collection in Seaford, mortgage brokers in Seaford, tax preparation in Seaford, mortgage advice in Seaford, property law & conveyancing in Seaford, solicitors in Seaford, investment advisors in Seaford, family lawyers in Seaford, estate planning in Seaford, business consulting in Seaford, contracts lawyers in Seaford, accounting in Seaford, banruptcy lawyers in Seaford, bookkeepers in Seaford, and other different Seaford experts.

Financial Advisors Around Seaford: In Adelaide Close, Cinque Ports Way, Troon Close, Crouchfield Close, Sutton Park Road, Chalvington Close, Bramber Close, Bramber Road, Albany Road, Belgrave Road, Seagrove Way, St Margarets Rise, Cradle Hill Road, Clementine Avenue, Bishopstone Road, The Shepway, Sutton Place, Surrey Road, Chyngton Avenue, Buckthorn Close, Chyngton Road, Sutton Road, Sovereign Close, Chyngton Gardens, Carlton Road, Clarence Mews, Steyne Close, as well as these Seaford area postcodes: BN25 1LD, BN25 1DL, BN25 1RS, BN25 1RJ, BN25 1RU, BN25 1QJ, BN25 1QU, BN25 1DQ, BN25 1BJ, BN25 1AZ, people have recently needed financial advice.

Seaford Financial Advisor Jobs: See financial adviser jobs near Seaford by clicking here: General Financial Advisor Jobs

If you need local info regarding Seaford, East Sussex take a look here

Independent financial advisor in BN25 area, 01323.

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