Financial Advisor Shepperton

Shepperton Independent Financial Advice & Investment

Financial Advisor Shepperton Surrey (TW17): If you are seeking financial advice for the very first time, trying to locate a decent financial advisor advisor in Shepperton can be a daunting experience. Whether it's mortgage, investment, pensions or even insurance advice that you are after, there's one common rule for all qualified financial advisors; they all have to abide by FCA (Financial Conduct Authority) regulations. Any advice given by a FCA authorised financial advisor in Shepperton comes with the guarantee that should anything go wrong, you can get in touch with the Financial Ombudsman or the Financial Services Compensation Scheme.

Free Shepperton Financial Advisor Quotes

Friends and relatives recommendations can be a decent starting place in choosing a financial advisor in Shepperton, but bear in mind that their circumstances might be different to what you are looking for. Not every financial advisor is suitable for everyone, and their advice should be adapted to your unique circumstances. It is wise to chat to at least 3 different firms when you're choosing a financial advisor, as this is a major decision, and you'll be looking to find one that you can trust and feel at ease with, and investigate the options they offer.

Financial Advisor Shepperton Surrey (TW17)

There are 2 main kinds of financial advisor in Shepperton; independent financial advisors (IFA) and restricted advisors. The advantage of using an independent financial advisor is that they should not be limited to the services or products of a single provider, and can offer a more diverse range of options. Independent financial advice should be given in an impartial and unbiased way and across the full gamut of financial companies and products. Consulting an independent financial advisor should permit you to choose from the broadest possible array of products. A restricted financial advisor could be concerned with an individual product, such as a mortgage advisor, or be limited to products and services from a specific provider.

Before any Shepperton financial advisor takes you on as a client, they're required by the Financial Conduct Authority to tell you about their charges. Determined by the services you are looking for, you could be charged a set fee, by the hour or maybe even a proportion of your investment value. You may be offered a free preliminary consultation to enable you to discuss your goals and see if the advisor is suitable for you and your circumstances. In some of the bigger Shepperton firms, you could find that your account is being handled by a team rather than an individual advisor.

Financial Advisors Shepperton UK (01932)

To summarise your financial situation and goals to the advising firm, you'll be required to complete a "Fact Find" document, which is a confidential disclosure form. A Key Facts or Initial Disclosure Document will also be given to you, to provide details about the financial advisors themselves, explaining the extent of their permissions in the financial market and their situation for offering restricted or independent advice. Your own rights should also be set out in this document, along with the options you can take if you want to make a complaint because you are not happy with the service provided. It should be simple to understand, written in plain English, and outline precisely what you are signing up for, along with the risks and benefits of taking the proffered advice. The level of cooling-off period should also be fully explained in this document. This enables you to change your mind within a specific time period, and cancel your agreement with the financial advisor.

Make sure you check the experience and qualifications of the financial advisor the first time you talk to them. Asking such questions should never cause you any embarrassment, because after all you are entrusting them with your long-term financial wellbeing. A Level 4 qualification in financial advice is the minimum qualification for any financial advisor in Shepperton, and they also have to be able to present you with an annual Statement of Professional Standing. You should not freak out if your particular financial advisor's name does not show up on the Financial Services Register, providing the company is listed on the register, their employees will be covered by the legislation. If they're not able to supply this evidence, the person can't offer advice but can offer financial guidance. In financial terms guidance is different to advice and is not regulated. Therefore there's no recourse for the client if errors arise.

Financial Advisor Quotes in Shepperton Surrey

If you are looking for advice on investing money you will be asked about the amount of risk you are prepared to accept. Substantial rewards could be possible with higher risk investments, however you could also lose all or some of your money. In order to get the most effective investment and financial advice, your savings aims will need to be taken into account, i.e. how much money you want to invest, long or short term investments and how quickly you need to access your money. You should always ask yourself the one vital question, how much money can you truly afford to lose. This is generally known as your capacity for loss and might influence the services and products that are offered to you.

Financial Advice Near Shepperton Surrey

You'll want to let your financial advisor know about your current mortgage loans, regular outgoing payments, investments or savings accounts. They will need to know this, so they can get a clear picture of your financial situation and give the correct advice for your needs. Spreading the risk load across a range of different products through the diversification of your savings and investments, is something that smart financial advice should embrace. Having an understanding of the best areas to consider, a professional financial advisor will concentrate on products that fit in with your goals and financial situation.

Communicating in the clearest way possible, your financial advisor will throw open the complex world of investment and finance. You should be in a position to come to an informed and educated decision once you have compared the various services and products which meet your needs. You could maybe ask your advisor to only specify ethical savings and investments. This allows you to lend support to companies and enterprises that match your concerns, e.g. zero carbon or green energy, or perhaps keeping away from companies that do not meet your criteria.

It's not that easy to have a close working relationship with a financial advisor in Shepperton without this affecting your work life and other commitments. To enable you to seek advice at times that suit you, face-to-face appointments can be complemented with telephone and video conferencing. An experienced financial advice provider in Shepperton will have stringent measures in place to keep your details secure and confidential, even if you rarely have a one-to-one meeting with your advisor, because remote and home working is no longer unusual.


You must bear in mind that the financial world is an unpredictable sector, and the value of your investments can just as easily go down as well as up. If it just so happens that your investment isn't making the amount of money you were hoping for, it can be a stressful and disheartening time. Your investment having a downward trend isn't seen as a grounds for complaint, unless your financial advisor has given you wrong or misleading information.

Independent Financial Advisor Near Shepperton (TW17)

As indicated in the Key Facts Document, any grievances should start with the company's official complaints procedure. If the issue is unresolved within the time set by the regulating body, and your advisor is registered with the FCA, you can contact the Financial Ombudsman.

The Financial Ombudsman will independently review the cause for complaint and make a ruling. A decision will be made on how to rectify or financially compensate the client, if the complaint is upheld. Once the decision has been agreed on by the customer it becomes a legally binding decision which the financial advisor and their company, must abide by. Any annoyance, distress, trouble and inconvenience caused to the client during the process, will be considered when the Ombudsman fixes the level of compensation.

Book a Financial Advisor in Shepperton UK

Financial advice can be provided in Shepperton and also in: Walton-on-Thames, Sunbury Common, Addlestone, Lower Halliford, Oatlands Park, Whiteley Village, Weybridge, Meadowlands, Ashford Common, Upper Halliford, Littleton, Ashley Park, as well as in these postcodes TW17 8TD, TW17 8BE, TW17 8NE, KT13 8YG, KT13 9JH, TW17 8JJ, KT13 8YB, TW17 7AQ, TW17 8LY, TW17 8BG. Locally based Shepperton financial advisors will most likely have the telephone code 01932 and the postcode TW17. Checking this out will ensure you access locally based financial advisers. Shepperton householders can benefit from these and many other related services.

Shepperton Financial Advice Services

Financial Advice Tasks Shepperton

There is a range of services which are provided by your local Shepperton financial advisor including saving for children, tax financial planning, annuity purchases in Shepperton, independent financial advice, personal protection, pension planning Shepperton, bridging finance, annuities, retirement planning in Shepperton, pension transfer advice Shepperton, financial services Shepperton, personal pensions advice, pension drawdowns, financial analyst services, mutual funds, long term care fee planning, pension planning, inheritance tax planning, trustee investment services, trusts, family income benefit, cheap financial advice Shepperton, offshore investment advice in Shepperton, divorce financial planning, critical illness cover, equity release Shepperton, corporate bonds, business planning, life assurance Shepperton, general financial planning in Shepperton, and lots more. Listed are just a handful of the duties that can be carried out by a financial advisor. Shepperton professionals will be happy to tell you about their entire range of services.

Skills and Knowledge Needed to be Financial Advisors

  • To have a flexible work ethic.
  • An outstanding understanding of accounting and economics associated with financial products and markets.
  • To be able to network and build relationships with clients.
  • To be thorough and pay attention to detail.
  • The ability to sell products and services.
  • Good verbal communication skills.
  • To have attentive interpersonal and listening skills.
  • Effective skills in customer service for establishing customer requirements and needs.
  • An outstanding level of maths knowledge for developing financial packages.
  • Effective management skills for the negotiation of product prices.
  • To be confident in using a computer and the principal software programs.

Financial Advisors Near Shepperton

Also find: Ashley Park financial advisers, Walton-on-Thames financial advisers, Littleton financial advisers, Lower Halliford financial advisers, Oatlands Park financial advisers, Weybridge financial advisers, Upper Halliford financial advisers, Meadowlands financial advisers, Addlestone financial advisers, Whiteley Village financial advisers, Sunbury Common financial advisers, Ashford Common financial advisors and more. The majority of these areas are catered for by local financial advisers. Shepperton residents can get financial advice quotations by going here.

Shepperton Financial Advice Services

Find a Financial Advisor in Shepperton Here
Financial Advice Enquiries in Shepperton Surrey (01932)
  • Shepperton Financial Advice Quotations
  • Shepperton Trustee Investments
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Financial Advisors Around Shepperton: In the past twelve months financial advice was provided in the following Shepperton streets: Station Approach, Desborough Close, Walton Bridge Road, Shepperton Court Drive, Western Drive, Penny Lane, Thamesfield Mews, Gordon Drive, Cliveden Place, Marion Avenue, Farm Close, Green Lane, Windmill Green, Bishop Duppas Park, Bruce Avenue, Grant Close, Barton Close, Renfree Way, Barbara Close, Shepherds Close, Durrell Way, Littleton Lane, Duppas Close, High Street, Pearmain Close, Copthorne Close, and in these Surrey postcodes: TW17 8TD, TW17 8BE, TW17 8NE, KT13 8YG, KT13 9JH, TW17 8JJ, KT13 8YB, TW17 7AQ, TW17 8LY, TW17 8BG. People residing in these local areas recently needed help from a financial advisor. Shepperton residents were given professional and competent financial services.

More Shepperton Services: Not surprisingly, when you are looking at your finances in Shepperton, Surrey, you'll likely be in need of all kinds of different services and aside from a financial advisor in Shepperton, Surrey, you may additionally need family lawyers in Shepperton, mortgage advice in Shepperton, contracts lawyers in Shepperton, estate planning in Shepperton, business financial planning in Shepperton, debt recovery & collection in Shepperton, bookkeepers in Shepperton, property law & conveyancing in Shepperton, wills in Shepperton, business consulting in Shepperton, banruptcy lawyers in Shepperton, mortgage brokers in Shepperton, investment advisors in Shepperton, tax preparation in Shepperton, payroll services in Shepperton, solicitors in Shepperton, accounting in Shepperton, and other different Shepperton experts.

If you're interested in local information regarding Shepperton, Surrey take a look here

Independent financial advisor in TW17 area, 01932.

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(This financial advisor Shepperton information was updated on 01-09-2022)