Financial Advisor Sittingbourne

Sittingbourne Independent Financial Advice & Investment

Financial Advisor Sittingbourne Kent (ME9): Finding a first-rate independent financial advisor in Sittingbourne can be a challenging experience, in particular if you're needing financial advice for the first time. Whether you are searching for pensions, mortgage, investments or even insurance advice, all professional financial advisors are bound by one common rule; they all have to observe the regulations of the Financial Conduct Authority. This comes with some guarantees, so after getting advice from a FCA approved financial advisor in Sittingbourne, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman Scheme, if something should go awry.

Free Sittingbourne Financial Advisor Quotes

A good starting place when picking a financial advisor in Sittingbourne may be friends and neighbours, but bear in mind that the kind of advice you are searching for might be different to theirs. Financial advice needs to be individually tailored to your particular circumstances, and you'll discover that some financial advisors may not be appropriate for your requirements. Choosing a financial advisor is an important decision and it is wise to speak with at least three different companies in order to check out the various options they can provide, and to find one that you can trust and feel at ease with.

Financial Advisor Sittingbourne Kent (ME9)

There are 2 main types of financial advisor in Sittingbourne; independent financial advisors and restricted advisors. An independent financial advisor should not be confined to a single company's products or services. Encompassing the full gamut of financial products and companies, independent financial advice must be given in an unbiased and impartial way to clients. If you opt to use an IFA, you'll be able to choose from the widest possible range of services, in order to find the perfect solution for you. A restricted advisor may be concerned with an individual product, as with a mortgage advisor, or be limited to services and products from a single firm.

Before taking you on as a client, any financial advisor in Sittingbourne must be fully transparent with you about their charges, as demanded by the FCA. Contingent on the product you require, you could be charged by the hour, a set fee or perhaps even a specific percentage of your investment value. You might be offered the possibility of a free first consultation to enable you to discuss your objectives and see if the advisor is the correct fit for your circumstances. In some of the larger Sittingbourne companies, you might find that your account is being handled by a team as opposed to an individual advisor.

Financial Advisors Sittingbourne UK (01795)

Before any financial advice is given you'll have to complete a confidential disclosure form, called a "Fact Find" document, which tells the advising firm about your financial situation and ambitions. To provide information regarding the financial advisor, their situation for offering restricted or independent advice and their scope of permissions in the financial sector, you'll also be handed an Initial Disclosure Document, or Key Facts Document. If you aren't satisfied with the service provided, and wish to complain, this document should also set down your own rights and the possible options you can take. It has to be simple to understand, written in layman's terms, and explain exactly what you're signing up for, along with the benefits and risks of accepting the proffered advice. The Key Facts Document will also inform you of the cooling-off period. This allows you to cancel your agreement within a certain time period, and if any penalty charges are incurred.

When talking with your financial advisor initially you should check their experience and qualifications. After all you're about to entrust your financial future to their expertise, so you should never be self-conscious about asking such questions. A Level 4 qualification is the minimum certification for any financial advisor in Sittingbourne, and they must also be able to show an annual Statement of Professional Standing. You don't need to panic if your particular advisor's name doesn't show up on the Financial Services Register, providing the company is listed on the register, their employees are covered by the legislation. If they're not able to present these accreditations, the person cannot offer advice but is able to offer financial guidance. Guidance is somewhat different to advice as it's not regulated, and if mistakes occur there may be no recourse to the client.

Financial Advisor Quotes in Sittingbourne Kent

You will be asked the level of risk you're ready to take, if you are seeking advice on investments. Higher rewards might be possible with higher risk investments, but you may also lose some or all of your funds. Your savings objectives will have to be carefully considered if good quality investment and financial advice is to be given, i.e. how rapidly you need to access your funds, short or long term investments and how much you have to invest. "How much money can you afford to lose?" Is the one question that you really need to ask yourself. Known as your capacity for loss, this will very likely influence the services and products that you are offered.

Financial Advice Near Sittingbourne Kent

If you've already got any current regular outgoings, personal savings, investments or mortgage loans, you have to tell your financial advisor about these. This will give a full and clear picture of your current financial circumstances, and without this the advice given will most likely not be the most suitable for you. Sound financial advice should allow for diversifying your savings and investments by spreading the risk load across various products. An experienced financial advisor in Sittingbourne will be aware of the best products to consider, which mirror your financial situation and your goals.

Communicating in the plainest speech possible, your financial advisor will lay bare the multifaceted world of investment and finance. After learning about the various services and products that match your needs, you should be able to come to an informed and considered decision. If you are mind is firmly on the environment, you can maybe ask your advisor to stick to ethical savings and investment schemes. You will then be able to steer clear of businesses that investments meet your standards, but instead support those enterprises and firms that address your concerns, for example zero carbon or green energy.

It could prove challenging to manage your work day and other responsibilities around a close working relationship with your financial advisor in Sittingbourne. To enable you to get advice at times that suit you, one-on-one appointments can be supplemented with telephone and video conferencing. A professional financial advice provider in Sittingbourne will have rigorous measures in force to ensure your details are kept confidential and secure, even if you hardly ever have a face-to-face meeting with your personal advisor, because remote and home working is now so common.

COMPLAINTS

Investment values could go down as well as up, and this is a factor that you need to keep in mind. If your investment fails to make the amount of money you hoped for, it can be quite stressful and disheartening. A downward trend in your investment is not seen as a grounds for complaint, unless your financial advisor has given you wrong or misleading information.

Independent Financial Advisor Near Sittingbourne (ME9)

As detailed in the Key Facts Document, any grievances should start out with the firm's complaints procedure. If the advisor is a member of the Financial Conduct Authority, you can inform the Financial Ombudsman of the problem if it remains unsolved within the period laid down by the regulating body.

After independently reviewing the cause of the complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is upheld, a decision will be made on how to financially compensate the client. Once agreed on by the client, the decision becomes a legally binding one, and the financial advisor and their firm must comply with it. Any compensation set by the Financial Ombudsman will also take into account any annoyance, inconvenience, distress and hassle caused to the customer during the process.

Book a Financial Advisor in Sittingbourne UK

Financial advice can be provided in Sittingbourne and also in nearby places like: Highsted, Oad Street, Bapchild, Milton Regis, Rodmersham Green, Upchurch, Chestnut Street, Kemsley, Borden, Tunstall, Milstead, Bobbing, Snipeshill, Murston, Tonge, Chalkwell, Rainham, Rodmersham, and in these postcodes ME10 1QA, ME10 1PJ, ME10 1AA, ME10 1HF, ME10 1QH, ME10 1LL, ME10 1BE, ME10 1PE, ME10 1GB, ME10 1SE. Local Sittingbourne financial advisers will likely have the postcode ME9 and the phone code 01795. Verifying this can ensure that you access local financial advisers. Sittingbourne householders are able to utilise these and lots of other similar services. Simply click the "enquiry" banner to get details about financial advisors in your location.

Sittingbourne Financial Advice Services

Financial Advice Tasks Sittingbourne

There are a number of different services which are provided by your local Sittingbourne financial advisor including mutual funds in Sittingbourne, cash flow modelling, general financial planning, investment bonds, money planning, offshore investments in Sittingbourne, investment reviews Sittingbourne, personal protection Sittingbourne, unit trusts, financial analyst services, portfolio management, pension plans, pension consolidation advice, long term care fee planning, corporate bonds Sittingbourne, will writing services Sittingbourne, family income benefit Sittingbourne, wealth management & investments Sittingbourne, bereavement benefit advice, pension reviews in Sittingbourne, stakeholder pension advice, mortgage financial planning, divorce financial planning, retirement plans, bridging finance, pension planning, financial planning, familt controlled trusts in Sittingbourne, trusts, financial advice services, and lots more. These are just some of the tasks that can be handled by a financial advisor. Sittingbourne professionals will be happy to tell you about their whole range of services.

Kent Financial Advisors

ME9 Advisor Financial Services Sittingbourne Advisors Kent Financial Advisor Advice 01795 Investment Financial Advice Advisers

Around Kent you can additionally find: Kingsnorth investment advisors, Frittenden financial advisors, Sturry investment advisors, Capel le Ferne financial advice, West Kingsdown investment advice, Capel le Ferne investment advice, Coxheath investment advice, Temple Ewell financial advice, Hersden financial advisors, Eastry investment advisors, Hever financial advisors, Chilham financial advisors, Minster financial advisors, Lympne financial advisors, Crockenhill financial advisors, Grain financial advisors, Patrixbourne financial advisors, Sissinghurst investment advice, Farningham financial advisors, Wye investment advice, Ditton financial advice, Littlebourne investment advice, Charing investment advisors, Harbledown investment advice, Warden investment advisors, Loose investment advice, Lamberhurst investment advice, East Malling financial advisors, Chislet financial advice, Dymchurch investment advice.

Kent Financial Advice Enquiries

Kent Financial Advice Enquiries

Current Kent financial advice enquiries: Dawson Keay from Elham, Kent recently enquired about offshore investments. Kimberley Sheldon from Otford, Kent recently asked for information on offshore investments. Jorge and Autumn Whelan from Barham recently asked for information on mortgages. Viktoria Boyd from Brabourne recently enquired about financial planning. Lincoln Deacon from Wrotham, Kent recently enquired about getting financial advice. Alvin and Caroline Chan from Sevenoaks Weald, Kent recently asked for information on equity release. Mr and Mrs O neill from Hildenborough, Kent recently enquired about mortgage advice. Fatimah and Marshall Brooke from Ringwould, Kent recently asked for information on investment bonds. All these local people searched for "Garden Fencing Kent" and found this page on either Bing, Yahoo or Google.

SITTINGBOURNE FINANCIAL ADVISOR QUOTES

Financial Advisors Near Sittingbourne

Also find: Kemsley financial advisers, Snipeshill financial advisers, Murston financial advisers, Milton Regis financial advisers, Tunstall financial advisers, Upchurch financial advisers, Chalkwell financial advisers, Rodmersham financial advisers, Borden financial advisers, Oad Street financial advisers, Milstead financial advisers, Bobbing financial advisers, Tonge financial advisers, Highsted financial advisers, Chestnut Street financial advisers, Rodmersham Green financial advisers, Rainham financial advisers, Bapchild financial advisors and more. The majority of these locations are covered by local financial advisers. Sittingbourne residents can get financial advice price quotes by clicking here.

Sittingbourne Financial Advice Services

Find a Financial Advisor in Sittingbourne Here
Financial Advice Enquiries in Sittingbourne Kent (01795)
  • Sittingbourne Tax Advice
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  • Sittingbourne Financial Advice Quotes
  • Sittingbourne Trustee Investments
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  • Sittingbourne Financial Services
  • Sittingbourne Estate Planning
  • Sittingbourne Independent Financial Advice
  • Sittingbourne Wealth Management
  • Sittingbourne Inheritance Advice
  • Sittingbourne Cheap Financial Advice

Financial Advisors Around Sittingbourne: Financial advisors were recently required by folks living in The Willows, South Lees Lane, Blandford Gardens, Dunedin Close, Donald Moor Avenue, The Crescent, Thomas Road, Donemowe Drive, Doves Croft, Canterbury Road, Colfe Way, St Johns Avenue, Smeed Close, Somerset Close, Bourne Grove, Bonham Drive, The Roundels, Belle Friday Close, Dolphin Park, Dean Road, Cricketers Close, Teynham Street, Chatsworth Drive, Taillour Close, Church Street, Connaught Road, Ashington Close and these Sittingbourne postcodes: ME10 1QA, ME10 1PJ, ME10 1AA, ME10 1HF, ME10 1QH, ME10 1LL, ME10 1BE, ME10 1PE, ME10 1GB, ME10 1SE. People living in these local areas recently requested the help of a financial advisor. Sittingbourne residents benefited from trusted and dependable financial services in every case.

Financial Advisor Jobs Sittingbourne: Browse financial adviser jobs in Sittingbourne by clicking here: Sittingbourne Financial Advisor Jobs

Sittingbourne (ME9): For even more on Sittingbourne, Kent go here

Independent financial advisor in ME9 area, 01795.

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