Financial Advisor Shaftesbury

Shaftesbury Independent Financial Advice & Investment

Financial Advisor Shaftesbury Dorset (SP7): It can be an intimidating experience trying to find a good independent financial advisor in Shaftesbury, particularly if it's the first time that you're seeking financial advice. However, all financial advisors are bound by one common rule; they all have to conform to the regulations of the Financial Conduct Authority (FCA), whether you are searching for pensions, investments, mortgage or even insurance advice. This comes with some guarantees, so after getting advice from a FCA approved financial advisor in Shaftesbury, you can seek recompense from the Financial Ombudsman Scheme or the Financial Services Compensation Scheme, if something should go wrong.

Free Shaftesbury Financial Advisor Quotes

When selecting a financial advisor in Shaftesbury, a good place to begin could be friends and relatives, 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 sort of advice. Their advice needs to be adapted to your specific situation, and every financial advisor is not suitable for everyone. It is wise to talk to at least 3 different companies when you are choosing a financial advisor, as this is a big decision, and you'll be looking to find one that you feel comfortable with and can trust, and at the same time investigate the various options they offer.

Financial Advisor Shaftesbury Dorset (SP7)

There are 2 principal types of financial advisor in Shaftesbury; independent financial advisors and restricted advisors. An IFA will not be confined to just one provider's services or products. Independent financial advice should be given in an unbiased way and should cover the full spectrum of financial products and companies. Consulting an independent financial advisor should enable you to pick from the widest possible range of services. If you go to a restricted advisor you will find that they might be limited to products and services of a specific firm, or as in the case of a mortgage advisor, might only be concerned with one solitary product.

Before taking you on as a client, any Shaftesbury financial advisor must fully discuss their charges with you, as demanded by the FCA. Contingent on the type of service you are looking for, you could be charged a set fee, by the hour or even a percentage of your investment. To allow you to discuss your aims and determine whether the advisor is suitable for your situation, a free initial consultation may be offered. If you go with one of the larger Shaftesbury firms, your account may be handled by a team of advisors rather than a single person.

Financial Advisors Shaftesbury UK (01747)

To describe your desired goals and financial situation to the advising firm, you will be asked to fill in a "Fact Find" form, which is a confidential disclosure document. To provide details of the financial advisor, their situation for offering restricted or independent advice and the scope of their permissions in the financial sector, you will also be handed a Key Facts or Initial Disclosure Document. This document will also make clear your own rights and the options you can take if you are not happy with the service provided, and would like to complain. It must be written in plain language and detail what you're committing yourself to, and any potential benefits and risks that exist if you choose to take the offered advice. You'll find the level of cooling-off period in this document. Within a certain period of time, this makes it possible for you to cancel your contract with the financial advisor.

The first time you are talking with your financial advisor you'll want to check what qualifications and experience they've got. After all you're on the verge of entrusting your long-term financial wellbeing to their expertise, so you shouldn't be self-conscious about asking such questions. All Shaftesbury financial advisors must hold at least a Level 4 qualification and present an annual Statement of Professional Standing. You don't need to freak out if your particular financial advisor's name doesn't appear on the Financial Services Register, providing the company is on the register, their personnel are covered by the regulations. If these cannot be presented the person can still offer financial guidance rather than advice. In financial terms guidance differs to advice and is not regulated in the same way. Therefore there's no recourse for either party if mistakes are made.

Financial Advisor Quotes in Shaftesbury Dorset

You will be asked about the level of risk you're prepared to take on, if you are seeking advice on investing money. Larger rewards could be possible with high risk investments, but you stand a greater chance of losing some or all of your capital. In order to get the most beneficial investment and financial advice, your savings aims must be taken into account, i.e. how much money you want to invest, long or short term investments and how quickly you need access to your funds. The one question that you should ask of yourself, which is often ignored, is how much you can afford to lose. This may well influence the products and services that could be offered for your consideration, and is called your 'capacity for loss'.

Financial Advice Near Shaftesbury Dorset

If you already have any current savings, regular outgoings, mortgage loans or investments, you'll want to let your financial advisor know about these. They will need to know this, so they can get a clear picture of your financial circumstances and give the correct advice for you. Spreading the risk load across various different products through the diversification of your investments and savings, is something that good financial advice should embrace. In order to mirror your goals and financial situation, a competent financial advisor in Shaftesbury will be aware of the best areas to consider.

A financial advisor will lay bare the complex world of finance, and try to speak in the clearest possible way. This will allow you to compare services and products that meet your needs, and make an informed decision. You can ask your financial advisor to only specify ethical savings and investment schemes. This doesn't just give you investment possibilities, but also enables you to lend your support to zero carbon or green energy projects, and stay away from businesses that don't share the same values that you do.

It could prove tricky to manage your work day and other commitments around working closely with a financial advisor in Shaftesbury. One-on-one meetings can be complemented with video conferencing and telephone to enable you to get advice at times that suit you. Remote and home working is now a large part of our society, and an established financial advice firm in Shaftesbury will have strict measures in force to keep your details secure and confidential, even if you rarely have a face-to-face meeting with your personal advisor.


The value of your investments could go down as well as up, and this is something that you must keep in mind. It can be extremely demoralising and worrying if your investment fails to make the amount of money you hoped for. Regrettably, your investment having a downward trend is not a recognised cause for complaint, unless of course it is owing to misleading or incorrect information from your financial advisor.

Independent Financial Advisor Near Shaftesbury (SP7)

As laid out in the Key Facts Document, any disputes should begin with the firm's official complaints procedure. You can let the Financial Ombudsman know about the issue if it remains unresolved within the time period set by the regulating body, and your financial advisor is registered with the Financial Conduct Authority.

The Financial Ombudsman will make a ruling after independently reviewing the cause for complaint. If it is found that the complaint is justifiable, a decision is made on how the client can be financially compensated. The advisor and their firm must comply with any ruling that's made, which becomes a legally binding decision once the client has agreed to it. Any inconvenience, distress, trouble and annoyance caused to the client during the process, will be taken into account when the Financial Ombudsman establishes the level of compensation.

Book a Financial Advisor in Shaftesbury UK

Financial advice can be provided in Shaftesbury and also in: East Stour, Donhead St Andrew, East Melbury, Semley, Cann, Ivy Cross, Sedgehill, Gillingham, Cherry Orchard, Stour Row, Melbury Abbas, Motcombe, Stour Provost, West Melbury, Stour, and in these postcodes SP7 8HG, SP7 8GT, SP7 8HS, SP7 8EQ, SP7 8GY, SP7 8GR, SP7 0EE, SP7 8AE, SP7 8BX, SP7 8JD. Locally based Shaftesbury financial advisors will likely have the postcode SP7 and the telephone code 01747. Verifying this can guarantee that you're accessing local financial advisers. Shaftesbury householders are able to benefit from these and various other comparable services. Simply click the "enquiry" form or banner to get specifics of financial advisors in your area.

Shaftesbury Financial Advice Services

Financial Advice Tasks Shaftesbury

There are a wide array of services that can be provided by your local Shaftesbury financial advisor including death benefits in Shaftesbury, life assurance advice, life insurance, wealth management & investments, ISA's, familt controlled trusts, investment bonds, mortgage financial planning, investment consolidation advice, investment reviews Shaftesbury, investing an inheritance in Shaftesbury, ethical investments, will writing services, business financial planning in Shaftesbury, unit trusts, annuity purchase, trustee investment services Shaftesbury, pension advice, independent financial advice Shaftesbury, trusts Shaftesbury, retirement planning, offshore investment advice, savings advice, pension consolidation advice, divorce financial planning, pension reviews, bridging finance Shaftesbury, tax planning, personal financial planning in Shaftesbury, long term care fee advice in Shaftesbury, and lots more. These are just a selection of the duties that can be undertaken by a financial advisor. Shaftesbury professionals will let you know their entire range of services.

Skills Needed to be Financial Advisors

  • A competent level of mathematical knowledge for developing financial strategies.
  • To be able to network and establish solid relationships with customers.
  • A good knowledge of economics and accounting relating to financial markets and products.
  • To be organised and self-motivated.
  • Effective management skills for negotiating product fees.
  • The ability to sell financial products and services.
  • To have attentive listening and interpersonal skills.
  • Good customer service skills for establishing customer needs.
  • To be confident in using a computer and the principal software packages.
  • Excellent skills in verbal communication.
  • To pay attention to detail and be thorough.

Financial Advisors Near Shaftesbury

Also find: Motcombe financial advisors, East Melbury financial advisors, Stour Provost financial advisors, Ivy Cross financial advisors, Cann financial advisors, Semley financial advisors, Stour financial advisors, Sedgehill financial advisors, Cherry Orchard financial advisors, Stour Row financial advisors, Donhead St Andrew financial advisors, East Stour financial advisors, Melbury Abbas financial advisors, West Melbury financial advisors and more. All of these towns and areas are serviced by local financial advisors. Home and business owners in these localities can make enquiries about financial advice by clicking here.

Shaftesbury Financial Advice Services

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Financial Advice Enquiries in Shaftesbury Dorset (01747)
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Independent financial advisor in SP7 area, (dialling code 01747).

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(This financial advisor Shaftesbury information was successfully updated on 20-02-2024)