Financial Advisor Shaftesbury

Shaftesbury Independent Financial Advice & Investment

Financial Advisor Shaftesbury Dorset (SP7): Locating a reliable independent financial advisor in the Shaftesbury area can be a daunting experience, particularly if you are seeking financial advice for the very first time. Whether you're looking for pension, investments, mortgage or even insurance advice, all qualified financial advisors are bound by one common rule; they all have to conform to the regulations of the Financial Conduct Authority (FCA). The benefit of this is that if a financial advisor who is FCA certified gives you poor quality advice, and anything goes wrong, you've got guarantees, and are able to go to the Financial Ombudsman or the Financial Services Compensation Scheme to get it put right.

Free Shaftesbury Financial Advisor Quotes

When selecting a financial advisor in Shaftesbury, a decent place to start could be family and friends, but you must keep in mind that your situation might not be in line with theirs, and you may be in need of a different sort of advice. Not every financial advisor is suitable for everyone, and their advice needs to be tailored to your particular circumstances. To investigate the various options that they can provide and find a financial advisor you can trust and feel comfortable with, it pays to speak to at least three different companies, because after all choosing a financial advisor is a major decision.

Financial Advisor Shaftesbury Dorset (SP7)

When you're looking to pick a financial advisor in Shaftesbury, there are 2 main types; restricted advisors and independent financial advisors. An IFA will not be confined to a single company's services and products. Independent financial advice should cover the full gamut of financial products and companies, and should be offered in an unbiased way. This will allow you to pick from the broadest range of services to match your needs. A restricted financial advisor might be involved with a single product, as with a mortgage advisor, or be restricted to services and products from a particular firm.

Before taking you on as a client, any Shaftesbury financial advisor must be fully transparent with you about their charges, as set out by the Financial Conduct Authority. Depending on the kind of services you are looking for, you could be charged by the hour, a set fee or maybe even a slice of your investment. A free first consultation might be offered, so that you can discuss your objectives and circumstances to see if the advisor is the right fit. In some bigger Shaftesbury firms, you might find that your account is looked after by a team as opposed to an individual advisor.

Financial Advisors Shaftesbury UK (01747)

To describe your targets and financial situation to the advising company, you will be required to fill in a "Fact Find" document, which is a confidential disclosure form. You should also be given an Initial Disclosure, or Key Facts Document, which provides information about the financial advisor, their situation for offering restricted or independent advice and their scope of permissions in the financial arena. This document will also lay down your own rights and your options if you aren't happy with the service, and want to complain. It should be simple to understand, written in plain language, and outline exactly what you're signing up for, along with the benefits and risks of accepting the proffered advice. The cooling-off period should also be spelled out in this Key Facts Document. This permits you to cancel your contract within a specific period of time, and if any penalties are incurred.

Ensure that you check what qualifications and experience the financial advisor has the first time you talk to them. Do not be self-conscious about asking such questions, after all you're about to entrust your long-term financial wellbeing to their expertise. A Level 4 qualification in financial advice is the minimum qualification for any Shaftesbury financial advisor, and they must also be able to provide you with an annual Statement of Professional Standing. If the advisor's name doesn't show up on the Financial Services Register, you should not freak out, the company the advisor works for should be found on the register and their advisors will be covered by the legislation. The person may still offer financial guidance as opposed to advice, if these cannot be provided. In terms of finance guidance differs to advice and isn't regulated. Therefore there is no recourse for either party if financial mistakes occur.

Financial Advisor Quotes in Shaftesbury Dorset

If you're looking for advice on investing money you'll be asked about the amount of risk you're comfortable with. Most investments carry some element of risk, but higher risk investments could potentially offer bigger rewards, but also more likelihood of losing some or all of your capital. In order to get the most beneficial investment and financial advice, your savings goals will have to be considered, i.e. how much you wish to invest, long or short term investments and how quickly you need to access your money. One question you should ask yourself, which is often overlooked, is just how much you can actually afford to lose. This might affect the products and services that you are offered, and is sometimes referred to as your 'capacity for loss'.

Financial Advice Near Shaftesbury Dorset

From the outset, it is important to let your financial advisor know about any existing mortgages, savings, investments or regular outgoing payments that you currently have. This gives a full and clear picture of your current financial situation, without which the advice you get may not be the most suitable for you. Smart financial advice should allow for diversifying your savings and investments by spreading the risk across various products. With an understanding of the best areas to consider, a qualified financial advisor will focus attention on products that most closely fit in with your goals and financial circumstances.

A financial advisor will reveal the complex world of finance, and converse in the clearest possible way. After learning about the various products and services that meet your needs, you should be able to make an informed and educated decision. If the environment is important to you, you could perhaps ask that ethical investments and savings take precedence. This doesn't just give you investment opportunities, but also allows you to support zero carbon or green energy projects, and keep clear of companies that do not share the same values as you.

It isn't always easy to work closely with a financial advisor in Shaftesbury without this affecting your work day and other responsibilities. To allow you to seek advice at a time to suit you, face-to-face appointments can be backed up with video conferencing and telephone calls. Even if you hardly ever have a one-to-one meeting with your personal advisor, an established financial advice company in Shaftesbury will have strict measures in force to ensure your details are kept confidential and secure, because home and remote working is now so common.


The value of your investments could go down as well as up, and this is a factor that you must always bear in mind. It can be very worrying and frustrating if your investment isn't making as much money as you were hoping for. However, except if it's owing to misleading or incorrect information from your financial advisor, a downward trend in your investment isn't seen as a cause for complaint.

Independent Financial Advisor Near Shaftesbury (SP7)

As indicated in the Key Facts Document, any complaints should begin with the firm's official complaints procedure. If the financial advisor is a member of the Financial Conduct Authority, you can tell the Financial Ombudsman about the problem if it remains unsolved within the period stipulated by the regulating body.

The Financial Ombudsman will come to a decision after reviewing the cause of the complaint independently. If it's found that the complaint is justified, a decision is made on how the customer can be financially compensated. This becomes legally binding as soon as it has been agreed on by the client, and the advisor and their firm must comply with the decision. Any compensation set by the Ombudsman will also account for any trouble, upset, distress and inconvenience caused to the customer during the dispute.

Book a Financial Advisor in Shaftesbury UK

Financial advice can be provided in Shaftesbury and also nearby in: East Melbury, Stour, Semley, Stour Row, Cherry Orchard, Motcombe, Ivy Cross, Cann, Sedgehill, Gillingham, Donhead St Andrew, Stour Provost, East Stour, Melbury Abbas, West Melbury, and in these postcodes SP7 8AE, SP7 8DT, SP7 8AZ, SP7 0WX, SP7 8JU, SP7 0NA, SP7 8ES, SP7 8EQ, SP7 8BH, SP7 8AS. Locally based Shaftesbury financial advisors will most likely have the postcode SP7 and the phone code 01747. Checking this can guarantee you access local financial advisers. Shaftesbury homeowners are able to benefit from these and many other related services. Click on the "enquiry" banner to get specifics of financial advisors in your location.

Shaftesbury Financial Advice Services

Financial Advice Tasks Shaftesbury

There is a range of services that are provided by your local Shaftesbury financial advisor including ethical investment advice, pension consolidation advice, cheap financial advice in Shaftesbury, business planning, corporate bonds, annuity purchase Shaftesbury, financial planning, wealth management & investments Shaftesbury, income protection advice in Shaftesbury, ISA's Shaftesbury, pensions in divorce, financial analyst services, life assurance advice, trustee investment services, multi-asset portfolios, bereavement benefit advice, pension transfer advice, offshore investments in Shaftesbury, personal financial planning, cashflow analysis, pension advice, pension advice Shaftesbury, financial advice services, bridging finance, pension drawdowns, will writing services, corporate financial planning in Shaftesbury, portfolio management, personal protection, investment bonds, and more. Listed are just a few of the tasks that can be handled by a financial advisor. Shaftesbury professionals will be delighted to keep you abreast of their entire range of financial services.


Financial Advisors Near Shaftesbury

Also find: Semley financial advisers, Stour Row financial advisers, Ivy Cross financial advisers, East Melbury financial advisers, Cherry Orchard financial advisers, West Melbury financial advisers, Donhead St Andrew financial advisers, Gillingham financial advisers, Cann financial advisers, Motcombe financial advisers, Melbury Abbas financial advisers, Sedgehill financial advisers, East Stour financial advisers, Stour financial advisers, Stour Provost financial advisors and more. The majority of these areas are catered for by local financial advisers. Shaftesbury residents can get financial advice quotes by going here.

Shaftesbury Financial Advice Services

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Financial Advice Enquiries in Shaftesbury Dorset (01747)
  • Shaftesbury Corporate Financial Planning
  • Shaftesbury Retirement Planning
  • Shaftesbury Life Insurance Advice
  • Shaftesbury Financial Advice
  • Shaftesbury Financial Services
  • Shaftesbury Pension Advice
  • Shaftesbury Wealth Management
  • Shaftesbury Inheritance Advice
  • Shaftesbury Mortgage Advice
  • Shaftesbury Trustee Investments
  • Shaftesbury Financial Advice Quotes
  • Shaftesbury Investment Advice
  • Shaftesbury Tax Advice
  • Shaftesbury Cashflow Analysis

Financial Advisors Around Shaftesbury: Financial advice has recently been provided in the following Shaftesbury streets and areas - Wincombe Lane, Tollgate Park, Charles Garrett Close, Little Content Lane, Old Boundary Road, Heathfields Way, Imber Road, Church Lane, Gold Hill, Bimport, Thomas Hardy Drive, Castle Hill Close, Mampitts Road, Coppice Street, Lyons Walk, Christy's Gardens, Tanyard Lane, Gascoigne's Lane, Granville Gardens, Bell Street, Pix Mead Gardens, Meadow Close, Kings Hill, Coles Crescent, Greenacre Way, Salisbury Street, Mampitts Lane, as well as these local Shaftesbury postcodes: SP7 8AE, SP7 8DT, SP7 8AZ, SP7 0WX, SP7 8JU, SP7 0NA, SP7 8ES, SP7 8EQ, SP7 8BH, SP7 8AS. Folks residing in these local areas recently requested the help of a financial advisor. Shaftesbury residents received high quality and reliable financial services in all cases.

More Shaftesbury Services: Undoubtedly, whenever you are looking at your finances in Shaftesbury, Dorset, you are likely to be in need of all kinds of different services and aside from a financial advisor in Shaftesbury, Dorset, you might also need mortgage brokers in Shaftesbury, property law & conveyancing in Shaftesbury, payroll services in Shaftesbury, tax preparation in Shaftesbury, business consulting in Shaftesbury, debt recovery & collection in Shaftesbury, wills in Shaftesbury, bookkeeping in Shaftesbury, solicitors in Shaftesbury, accountants in Shaftesbury, estate planning in Shaftesbury, business financial planning in Shaftesbury, banruptcy lawyers in Shaftesbury, investment advisors in Shaftesbury, contracts lawyers in Shaftesbury, mortgage advice in Shaftesbury, family lawyers in Shaftesbury, and other different Shaftesbury experts.

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Shaftesbury Financial Advisor Jobs: Get financial advisor jobs near Shaftesbury by clicking here: General Financial Advisor Jobs

Independent financial advisor in SP7 area, 01747.

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(This financial advisor Shaftesbury content was updated on 06-05-2022)