Financial Advisor Slough

Slough Independent Financial Advice & Investment

Financial Advisor Slough Berkshire (SL1): If you are in search of financial advice for the first time, trying to locate a decent independent financial advisor in the Slough area can be an intimidating experience. However, all qualified financial advisors have one thing in common; they all have to adhere to the regulations of the Financial Conduct Authority (FCA), whether you are after investment, pensions, mortgage or even insurance advice. This comes with various guarantees, therefore after getting advice from a FCA approved financial advisor in Slough, you can seek reparation from the Financial Ombudsman Scheme or the Financial Services Compensation Scheme, if anything goes awry.

Free Slough Financial Advisor Quotes

A good starting place when choosing a financial advisor in Slough can be friends and relations, but keep in mind that the sort of advice you are searching for may be different to theirs. Their advice needs to be personalised to your particular situation, and not every financial advisor is suitable for everyone. It is wise to chat to at least 3 different firms when you are 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 also explore the options they can provide.

Financial Advisor Slough Berkshire (SL1)

When you are looking to pick a financial advisor in Slough, there are 2 main types; restricted advisors and independent financial advisors. The benefit of using an IFA is that they will not be confined to the products or services of just one company, and can offer a more extensive range of options. Independent financial advice should be given in an unbiased way and should cover the full gamut of financial companies and products. If you decide to use an IFA, you'll be able to choose from the widest possible range of products, so as to find the ideal solution for your needs. A restricted advisor could be tied to services and products from a single provider, or might even concentrate on a specific product, as can happen with a mortgage advisor.

The FCA requires that any financial advisor in Slough must discuss their charges with you, before accepting you as a client. Although it can vary based upon the type of service or product you require, there may be a set fee, an hourly rate, or you could even be charged a slice of the money you're investing. You may be offered a free initial consultation to enable you to discuss your objectives and determine whether the advisor is the proper choice for you and your circumstances. In some larger Slough firms, you might find that your account is being managed by a team rather than an individual advisor.

Financial Advisors Slough UK (01753)

You'll have to complete a "Fact Find" document, which is a confidential disclosure form relating your financial situation and desired goals to the advising firm. You should also be given a Key Facts Document, or Initial Disclosure Document, which provides details of the financial advisor, their status to offer independent or restricted advice and their scope of permissions in the financial market. This document will also lay down your rights and the options you can take if you're not satisfied with the service provided, and wish to complain. It has to be written in plain language and outline what you are signing up for, and any potential benefits and risks that exist should you opt to accept 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 the contract.

When talking to the financial advisor initially you need to check their experience and qualifications. After all you're about to entrust your long-term financial wellbeing to their skill, so you must not be embarrassed about asking such questions. All Slough financial advisors must hold at least a Level 4 qualification and be able to present an annual Statement of Professional Standing. You don't need to worry if your advisor's name doesn't appear on the Financial Services Register, so long as the firm is on the register, their advisors are covered by the legislation. If these can't be presented the individual may still offer financial guidance instead of financial advice. Guidance is not subject to regulations in the way that financial advice is, which means that if mistakes are made neither party will have any recourse.

Financial Advisor Quotes in Slough Berkshire

You will be asked about the level of risk you're willing to accept, if you are seeking advice on investments. Higher risk investments may potentially offer better rewards, but all or some of your capital could be lost. Your savings objectives must be carefully considered if decent financial and investment advice is to be given, i.e. long or short term investments, how rapidly you need access to your funds and how much you have to invest. You should invariably ask yourself the one important question, how much money can you truly afford to lose. Known as your capacity for loss, this will quite likely affect the products and services that you're offered.

Financial Advice Near Slough Berkshire

From the outset, it is crucial that you tell your financial advisor about any regular outgoing payments, mortgage loans, savings accounts or investments that you currently have. To ensure that you get the most suitable advice for you, they need to have a full and clear picture of your financial circumstances. Good quality financial advice should allow for diversifying your savings and investments by spreading the risk across a range of different products. With an understanding of the best areas to consider, a certified financial advisor will focus attention on products that most closely fit in with your financial situation and goals.

A financial advisor will throw open the complex world of finance, and try to communicate in as much plain speech as possible. You should be able to make an informed and educated decision when you have learned about the various products and services that match your needs. If you're mind is firmly on the environment, you could perhaps ask your advisor to stick to ethical savings and investment schemes. This does not just give you investment opportunities, but also allows you to support zero carbon or green energy projects, and steer clear of companies and businesses that don't share the same values as you do.

Working together with a financial advisor in Slough can be difficult to manage around work and other responsibilities. One-on-one appointments can be augmented with video conferencing and phone calls to enable you to get advice at a time to suit you. Home and remote working is now a large part of our society, and a professional financial advice firm in Slough will have rigorous measures in force to ensure your details are kept confidential and secure, even if you rarely have an in-person meeting with your advisor.

COMPLAINTS

Investments can be a volatile area, and values can go down as well as up. If it just so happens that your investment fails to make as much money as you hoped for, it can be an extremely disheartening and worrying time. Regrettably, your investment having a downward trend isn't seen as a cause for complaint, except if it is due to misleading or incorrect information from your financial advisor.

Independent Financial Advisor Near Slough (SL1)

As laid out in the Key Facts Document, any disputes should start with the firm's complaints procedure. If the financial advisor is a member of the FCA, you can let the Financial Ombudsman know about the issue if it remains unresolved within the time-frame stipulated by the regulating body.

After reviewing the cause for complaint, the Financial Ombudsman will make a ruling on the issue. A decision is made on how to rectify or financially compensate the customer, if the complaint is upheld. Once agreed on by the client, the decision will become legally binding, and the advisor and their firm must comply with it. Any hassle, inconvenience, annoyance and distress caused to the customer during the process, will be considered when the Ombudsman establishes the level of compensation.

Book a Financial Advisor in Slough UK

Financial advice can be provided in Slough and also in nearby places like: Cippenham, Longford, Britwell, Middle Green, Stanwell, Gerrards Cross, Iver, Dorney, Farnham Royal, Stoke Green, Manor Park, George Green, Fulmer, West Drayton, Datchet, Chalvey, Yiewsley, Langley, Uxbridge, Eton, Colnbrook, Wexham, Harlington, Harmondsworth, Burnham, Stanwell Moor, Lynch Hill, Windsor, Lent, Stoke Poges, Upton, Iver Heath, Hedgerley, as well as in these postcodes SL1 0WS, SL1 0QT, SL1 0RH, SL1 0NT, SL1 0NW, SL0, SL1 0LQ, SL1 0EL, SL0 9RQ, SL1 0UH. Locally based Slough financial advisers will most likely have the postcode SL1 and the telephone dialling code 01753. Click on the "enquiry" banner or form to get information on financial advisors in your location.

Required Skills for Financial Advisors

  • The ability to promote financial services and products.
  • Excellent business management skills for negotiating product rates.
  • An excellent knowledge and understanding of economics and accounting associated with financial products and markets.
  • To have good time management skills.
  • To be able to network and build solid relationships with clients.
  • Good skills in verbal communication.
  • To have the ability to use a computer and the primary software.
  • Attentive listening and interpersonal skills.
  • Effective customer service skills for finding out client needs and requirements.
  • To pay attention to detail and be thorough.
  • A good level of numeracy for creating financial strategies.

Day to Day Duties for a Financial Advisor

  • Meeting targets for sales and performance.
  • Speaking to clients regarding their plans and finances.
  • Regularly updating customers concerning their investments.
  • Working in conjuction with colleagues to gather trends, market information and statistics.
  • Recommending the financial products that are best-suited to clients.
  • Negotiating with providers of financial products.
  • Providing education, consultation and counselling regarding investments and finances.
  • Keeping abreast of legislation changes and new products.
  • Maintaining a record of potential transactions and clients.
  • Producing financial reports.

Slough Financial Advice Services

Financial Advice Tasks Slough

There is a variety of services that can be provided by your local Slough financial advisor including life insurance advice, pension consolidation, cash flow modelling, pension reviews, independent financial advice, unit trusts Slough, pension drawdowns, ISA's in Slough, mortgage services, investment planning, pension transfers Slough, trusts, equity release advice, financial services, retirement advice, portfolio management, life assurance advice in Slough, personal financial planning Slough, pension advice in Slough, annuity purchases, business planning in Slough, financial planning in Slough, bridging finance, general financial planning, financial analyst services in Slough, and more.

SLOUGH FINANCIAL ADVISOR QUOTES

Financial Advisors Near Slough

Also find: Upton financial advisors, West Drayton financial advisors, Lent financial advisors, Eton financial advisors, Gerrards Cross financial advisors, Lynch Hill financial advisors, Yiewsley financial advisors, Datchet financial advisors, Stoke Green financial advisors, Farnham Royal financial advisors, Manor Park financial advisors, Langley financial advisors, Middle Green financial advisors, Windsor financial advisors, Chalvey financial advisors, Stanwell financial advisors, Longford financial advisors, Harlington financial advisors, Stoke Poges financial advisors, Britwell financial advisors, Burnham financial advisors, Colnbrook financial advisors, Harmondsworth financial advisors, Uxbridge financial advisors, Cippenham financial advisors, Fulmer financial advisors, Hedgerley financial advisors, Stanwell Moor financial advisors, Iver Heath financial advisors, Iver financial advisors, Wexham financial advisors, George Green financial advisors, Dorney financial advisors and more.

Slough Financial Advice Services

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Financial Advisors Around Slough: Financial advisors were recently needed by folks living in Sutton Avenue, Brickfield Lane, The Fairway, St Andrews Way, Black Park Road, Southwold Spur, Stanley Green West, Cheveley Gardens, Sykes Road, Cedar Way, Southlea Road, Bridge Close, Beech Road, Britwell Gardens, Talbot Place, Common Road, Brackenforde, Drew Meadow, Berners Close, Cliveden Road, Blandford Close, Spencer Road, Coalmans Way, Burlington Avenue, Boston Grove, Baird Close, Coulson Way, Stranraer Gardens, Blackthorne Crescent, Sussex Keep and these Slough postcodes: SL1 0WS, SL1 0QT, SL1 0RH, SL1 0NT, SL1 0NW, SL0, SL1 0LQ, SL1 0EL, SL0 9RQ, SL1 0UH.

Slough Financial Advisor Jobs: Browse financial advisor jobs near Slough here: Financial Advisor Jobs Slough

To read local information about Slough, Berkshire check here

Independent financial advisor in SL1 area, 01753.

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