Financial Advisor Selsey

Selsey Independent Financial Advice & Investment

Financial Advisor Selsey West Sussex (PO20): If you are in search of financial advice for the very first time, trying to find a reliable independent financial advisor in the Selsey area can be an intimidating experience. Whether it's investment, pensions, mortgage or even insurance guidance that you're looking for, there's one common rule for all professional financial advisors; they must all comply with FCA (Financial Conduct Authority) regulations. This comes with various guarantees, therefore after getting advice from a FCA certified financial advisor in Selsey, you can seek reparation from the Financial Ombudsman or the Financial Services Compensation Scheme, if anything goes awry.

Free Selsey Financial Advisor Quotes

When choosing a financial advisor in Selsey, a good starting point could be friends and relations, however you must bear in mind that your circumstances may not be the same as theirs, and you may be in need of a different kind of advice. Any advice they provide needs to be tailored to your particular circumstances, and not every financial advisor is suitable for everybody. To check out the various options that they're offering and find a financial advisor that you can trust and feel comfortable with, it is a good idea to chat to at least three different firms, because after all choosing a financial advisor is an important decision.

Financial Advisor Selsey West Sussex (PO20)

When it comes to picking a financial advisor in Selsey, there are 2 main types; independent financial advisors and restricted advisors. The good thing about using an independent financial advisor is that they won't be limited to the services or products of a single provider, and can offer a broader range of options. Independent financial advice should cover the full gamut of financial companies and products, and should be offered in an unbiased way. This will allow you to choose from the widest possible range of services to match your needs. A restricted advisor could be tied to products and services from a specific company, or may even concentrate on a single product, as you might find with a mortgage advisor.

Before taking you on as a client, any Selsey financial advisor must tell you about their charges, as demanded by the FCA. Although it varies in accordance with the kind of service you're looking for, there may be a set fee, an hourly rate, or you could even be charged a percentage of what you are investing. You may be offered a free first consultation to allow you to discuss your aims and see if the advisor is the proper choice for you and your circumstances. If you go with one of the larger Selsey companies, your account may be handled by a team of advisors rather than one individual.

Financial Advisors Selsey UK (01243)

Before any actual financial advice is handed out you'll have to fill in a confidential disclosure document, called a "Fact Find" form, which tells the advising firm about your objectives and financial situation. You should also be handed an Initial Disclosure, or Key Facts Document, which gives you information about the financial advisor, their situation for offering restricted or independent advice and their range of permissions in the financial market. If you aren't happy with the service provided, and wish to complain, this document should also lay down your rights and the possible options you can take. It has to be easy to understand, written in plain language, and describe exactly what you're signing up for, together with the benefits and risks of going along with the advice. You can find the amount of cooling-off period in the Key Facts Document. This makes it possible for you to cancel the agreement with your financial advisor within a certain period of time, and whenever any penalty charges are incurred.

You should check the experience and qualifications of your financial advisor the first time you talk to them. After all you are just about to entrust your financial wellbeing to their skill, so you should not be self-conscious about asking such questions. Every Selsey financial advisor must be able to present an annual Statement of Professional Standing, and must hold a minimum of a Level 4 qualification. When you check the Financial Services Register, you don't need to panic if your specific financial advisor's name doesn't show up on there; you ought to be able to find the company name, and that means the legislation covers all of their employees. The individual can still offer financial guidance rather than advice, if these cannot be provided. Guidance isn't subject to regulations in the way that financial advice is, meaning that if mistakes are made the client won't have any recourse.

Financial Advisor Quotes in Selsey West Sussex

You will be asked about the amount of risk you are willing and able to accept, if you are seeking advice on investments. Larger rewards may be possible with higher risk investments, however you stand a greater chance of losing some or all of your money. Good quality financial and investment advice will take into account your savings aims, i.e. how much you wish to invest, short or long term investments and how rapidly you need to access your funds. "How much can you actually afford to lose?" Is the one important question that you really need to ask yourself. This is sometimes referred to as your capacity for loss and might affect the services and products that could be offered for your consideration.

Financial Advice Near Selsey West Sussex

If you already have any existing investments, mortgage loans, personal savings or regular payments, you should tell your financial advisor about these. They will need this information, so they can get a picture of your financial circumstances and give the appropriate advice for your needs. The diversification of your investments and savings by spreading the risk across different products, is an important part of reliable financial advice. A qualified financial advisor in Selsey will have the knowledge of the best areas to consider, which reflect your financial situation and your goals.

A financial advisor will reveal the complex world of finance, and try to converse in the clearest possible way. After learning about the services and products which meet your needs, you should be in a position to make an informed and knowledgeable decision. If you're environmentally minded, you can perhaps ask your financial advisor to stick to ethical investments and savings. This will allow you to give your support to firms and businesses which match your concerns, i.e. green energy or zero carbon, or perhaps steering clear of corporations that do not meet your standards.

It could prove tricky to manage your work day and other responsibilities around a close working relationship with a financial advisor in Selsey. This can be reduced by supplementing one-on-one meetings with telephone and video conferencing, thus enabling you to get the advice you need at convenient times. Even if you rarely have a one-on-one meeting with your advisor, a competent financial advice firm in Selsey will have rigorous measures in force to ensure your details are kept secure and confidential, because home and remote working is now so common.

COMPLAINTS

You must always remember that the financial sector can be volatile, and the value of your investments can 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 disheartening and stressful. However, unless it is owing to incorrect or misleading information from your advisor a downward spiral in your investment isn't seen as a grounds for complaint.

Independent Financial Advisor Near Selsey (PO20)

The company's complaints procedure should be the starting place for any grievances, and the Key Facts Document should discuss this. If the issue remains unresolved within the time period laid down by the regulating body, and the financial advisor is a member of the FCA, you can get in touch with the Financial Ombudsman.

The Financial Ombudsman will look into the cause for complaint and make a ruling. A decision is made on how to financially compensate the client, if the complaint is justified. This becomes legally binding once it has been accepted by the customer, and the financial advisor and their company must comply with the ruling. The Financial Ombudsman will also take into account any distress, inconvenience, annoyance and hassle caused to the customer during the dispute, and set the level of compensation proportionately.

Book a Financial Advisor in Selsey UK

Financial advice can be provided in Selsey and also nearby in: Fishbourne, Sidlesham, West Wittering, Batchmere, Bracklesham Bay, Church Norton, Upper Norton, West Itchenor, Birdham, Ham, Aldwick, Donnington, Pagham, North Mundham, Hunston, East Wittering, Earnley, and in these postcodes PO20 0DR, PO20 0AF, PO20 0BF, PO20 0FS, PO20 0JA, PO20 0DT, PO20 0PN, PO20 0JQ, PO20 0JZ, PO20 0AU. Local Selsey financial advisors will most likely have the postcode PO20 and the dialling code 01243. Checking this can confirm that you access local financial advisers. Selsey property owners will be able to utilise these and numerous other comparable services.

West Sussex Financial Advisors

Advisor 01243 Services Advisers Selsey Investment Financial West Sussex Financial Advisor Financial Advice Advisors Advice PO20

Around West Sussex you'll also discover: Itchingfield financial advisors, Westergate investment advisors, Pulborough investment advisors, Walberton financial advice, Partridge Green financial advice, Horsted Keynes financial advisors, East Preston financial advice, Rudgwick financial advisors, Lavant financial advice, Billingshurst financial advisors, Lindfield investment advice, Slinfold investment advisors, Southbourne investment advisors, West Grinstead financial advisors, Chichester financial advisors, North Mundham financial advisors, Rudgwick investment advice, Rudgwick investment advisors, Horsted Keynes financial advice, Durrington financial advisors, Pulborough investment advice, Rusper investment advice, Iping investment advice, Hunston financial advice, Mid Lavant financial advice, Ferring investment advisors, North Mundham investment advice, Hurstpierpoint investment advisors, Haywards Heath investment advisors.

Selsey Financial Advice Services

Financial Advice Tasks Selsey

There is a variety of services that can be provided by your local Selsey financial advisor including will writing services, unit trusts, savings advice, corporate bonds, cheap financial advice in Selsey, corporate financial planning, equity release advice, mortgage advice, family income benefit, long term care fee planning Selsey, tax planning, multi-asset portfolios, stakeholder pension advice, mutual funds, pension advice Selsey, trusts, financial planning in Selsey, inheritance tax planning in Selsey, business planning, retirement plans in Selsey, personal protection, saving for children, pension reviews, annuity purchases in Selsey, ISA's, income protection advice, critical illness cover Selsey, ethical investment advice Selsey, cash flow modelling, financial analyst services, and more. Listed are just a selection of the duties that can be undertaken by a financial advisor. Selsey professionals will let you know their entire range of financial services.

SELSEY FINANCIAL ADVISOR QUOTES

Financial Advisors Near Selsey

Also find: West Wittering financial advisers, Ham financial advisers, Hunston financial advisers, Earnley financial advisers, Upper Norton financial advisers, Pagham financial advisers, East Wittering financial advisers, North Mundham financial advisers, Church Norton financial advisers, Batchmere financial advisers, Fishbourne financial advisers, Bracklesham Bay financial advisers, Aldwick financial advisers, Donnington financial advisers, Birdham financial advisers, Sidlesham financial advisers, West Itchenor financial advisors and more. All these places are covered by local financial advisers. Selsey residents can get quotations by clicking here.

Selsey Financial Advice Services

Find a Financial Advisor in Selsey Here
Financial Advice Enquiries in Selsey West Sussex (01243)
  • Selsey Wealth Management
  • Selsey Corporate Financial Planning
  • Selsey Inheritance Advice
  • Selsey Estate Planning
  • Selsey Investment Advice
  • Selsey Mortgage Advice
  • Selsey Retirement Advice
  • Selsey Cashflow Analysis
  • Selsey Life Insurance Advice
  • Selsey Financial Advice Quotations
  • Selsey Financial Services
  • Selsey Cheap Financial Advice
  • Selsey Tax Advice
  • Selsey Pension Advice

Financial Advisors Around Selsey: Some Selsey streets where financial advice has recently been given - Romney Garth, The Horse Shoe, Malden Way, Albion Road, Glen Crescent, Kings Court, East Way, Grafton Road, Gillway, Marine Gardens, School Lane, St Wilfreds Close, Robinson Close, Merryfield Drive, Gainsborough Drive, Beaufield Close, Grange Lane, Marisfield Place, Croft Way, York Road, Hillfield Road, Wight Way, Mountwood Road, Chainbridge Lane, Croft Road, Park Crescent, Southern Road, Heron Lane, Drift Road, Slattsfield Close, as well as the following local Selsey postcodes: PO20 0DR, PO20 0AF, PO20 0BF, PO20 0FS, PO20 0JA, PO20 0DT, PO20 0PN, PO20 0JQ, PO20 0JZ, PO20 0AU. People in these local areas recently needed the help of a financial advisor. Selsey residents were given reliable and top quality financial services.

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Financial Adviser Jobs Selsey: View financial adviser jobs in Selsey by clicking here: General Financial Advisor Jobs

Independent financial advisor in PO20 area, (dialling code 01243).

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(This financial advisor Selsey content was revised and updated on 28-06-2022)