Financial Advisor Stanford-le-Hope

Stanford-le-Hope Independent Financial Advice & Investment

Financial Advisor Stanford-le-Hope Essex (SS17): It can be an intimidating experience trying to find a reliable financial advisor advisor in Stanford-le-Hope, in particular if it's the very first time that you're seeking financial advice. Nevertheless, all financial advisors are bound by one simple rule; they all have to adhere to the regulations laid down by the Financial Conduct Authority, regardless of whether you are searching for mortgage, pension, investments or even insurance advice. Any advice given through a FCA approved financial advisor in Stanford-le-Hope comes with guarantees that if anything should go wrong, you can get in touch with the Financial Services Compensation Scheme or the Financial Ombudsman Scheme.

Free Stanford-le-Hope Financial Advisor Quotes

When selecting a financial advisor in Stanford-le-Hope, a good place to begin could be relatives and friends, but you must keep in mind that your circumstances may not be in line with theirs, and you may be in need of a different kind of advice. Financial advice must be individually tailored to your particular circumstances, and you will discover that some financial advisors might not be suitable for your requirements. To investigate the various options they're offering and find a financial advisor you can trust and feel at ease with, it is a good idea to chat to at least 3 different firms, because after all choosing a financial advisor is a major decision.

Financial Advisor Stanford-le-Hope Essex (SS17)

There are two main types of financial advisor in Stanford-le-Hope; restricted advisors and independent financial advisors. An independent financial advisor will not be confined to the products or services of just one company. Independent financial advice should encompass the whole spectrum of financial companies and products, and should be given in an unbiased way. If you decide to use an independent financial advisor, you'll be able to pick from the widest possible range of products, so as to find the ideal solution for you. A restricted advisor might be limited to products and services from a particular company, or might even focus on a specific product, as in the case of a mortgage advisor.

The FCA requires that any Stanford-le-Hope financial advisor must fully discuss their charges with you, before accepting you as a client. You could be charged a set fee, by the hour or even a percentage of your investment value, subject to type of product you require. A free preliminary consultation will sometimes be offered, so you can discuss your goals and circumstances to find out if the advisor is the best fit. Your account might be managed by a team as opposed to one individual advisor, if you choose to go to one of the bigger Stanford-le-Hope companies.

Financial Advisors Stanford-le-Hope UK (01375)

You will need to fill in a "Fact Find" form, which is a confidential disclosure document relating your targets and financial situation to the advising firm. You will also be handed an Initial Disclosure, or Key Facts Document, which gives you information regarding the financial advisor, their status to offer restricted or independent advice and the scope of their permissions in the financial sector. This document should also make clear your legal rights and the possible options you can take if you aren't satisfied with the service provided, and would like to complain. It must be typed out in plain language and outline what you are committing yourself to, and any potential risks and benefits if you choose to accept the offered advice. The Key Facts Document will also tell you about the cooling-off period. This enables you to cancel your agreement with the financial advisor within a certain period of time, and if any penalty charges are incurred.

Make sure you check what qualifications and experience the financial advisor has the first time you speak with them. Don't be embarrassed about asking these questions, after all you're on the verge of entrusting your financial wellbeing to their skill. Every Stanford-le-Hope financial advisor must present an annual Statement of Professional Standing, and must hold at least a Level 4 qualification. When you check the Financial Services Register, you don't need to panic if your advisor's name doesn't appear on there; you ought to be able to find the firm name, and that means the regulations covers all of their personnel. If they're not able to supply this evidence, the individual cannot offer advice but is permitted to offer financial guidance. In terms of finance guidance is different to advice and isn't regulated. Therefore there isn't any recourse for either party if financial mistakes are made.

Financial Advisor Quotes in Stanford-le-Hope Essex

If you're seeking advice on investing money you'll be asked about the amount of risk you're comfortable with. High risk investments could potentially offer substantial rewards, but all or some of your funds could be lost. The best financial and investment advice should take into account your savings objectives, i.e. how much you have to invest, how rapidly you need access to your money and long or short term investments. "How much money can you truly afford to lose?" Is the one important question that you should really be asking yourself. This is commonly called your 'capacity for loss' and may influence the products and services that are offered to you.

Financial Advice Near Stanford-le-Hope Essex

If you've already got any existing mortgages, investments, regular outgoing payments or savings, you need to let your financial advisor know about these. They'll need this information, so that they can get a clear picture of your financial situation and give the best advice for you. The diversification of your savings and investments by spreading the risk across different products, is a vital part of sound financial advice. A certified financial advisor in Stanford-le-Hope will be aware of the best products to consider, which reflect your financial situation and your goals.

A financial advisor will throw open the complex world of finance, and try to speak in as much plain speech as possible. After learning about the products and services that match your needs, you should be in a position to come to an informed and intelligent decision. If environmental issues are important to you, you could ask that ethical savings and investment schemes take top priority. This will allow you to give your support to organisations and firms that match your concerns, e.g. renewable energy or zero carbon, or perhaps avoiding investments that do not meet your requirements.

It isn't always easy to work closely with a financial advisor in Stanford-le-Hope without this affecting your work and other commitments. This can be reduced by supplementing one-on-one meetings with phone calls and video conferencing, thus enabling you to get the guidance you need at a convenient time. Even if you never have an in-person meeting with your personal advisor, any competent financial advice company in Stanford-le-Hope will have stringent measures in place to ensure your details are kept secure and confidential, because home and remote working is now a large part of our society.


Investments can be an unpredictable area, and values can go down as well as up. If your investment is not making the amount of money you were hoping for, it can be extremely worrying and disheartening. A downward trend in your investment is not seen as a grounds for complaint, unless your advisor has given you misleading or incorrect information.

Independent Financial Advisor Near Stanford-le-Hope (SS17)

Any complaints should start out with the firm's complaints procedure as detailed in the Key Facts Document. You can tell the Financial Ombudsman about the problem if it is unresolved within the period set by the regulating authority, and the advisor is registered with the FCA.

The Financial Ombudsman will independently review the cause for complaint and come to a decision. If the complaint is upheld, a decision is made on how to rectify the situation or financially compensate the customer. Once agreed on by the customer, the decision becomes legally binding, and the advisor and their firm must comply with it. Any compensation laid down by the Financial Ombudsman will also account for any trouble, inconvenience, distress and upset caused to the customer during the situation.

Book a Financial Advisor in Stanford-le-Hope UK

Financial advice can be provided in Stanford-le-Hope and also in nearby places like: Horndon on the Hill, Orsett, Linford, West Tilbury, South Ockendon, Grays, Corringham, North Stifford, South Benfleet, Basildon, Langdon Hills, Canvey Island, Mucking, Vange, and in these postcodes SS17 0BS, SS17 0EG, SS17 0JP, SS17 0LL, SS17 0AS, SS17 7AS, SS17 0AG, SS17 0PP, SS17 0SA, SS17 0HL. Local Stanford-le-Hope financial advisors will likely have the dialling code 01375 and the postcode SS17. Verifying this should make sure that you access locally based financial advisers. Stanford-le-Hope homeowners can benefit from these and countless other related services.

Essex Financial Advice Enquiries

Essex Financial Advice Enquiries

Latest Essex financial advice enquiries: Mr and Mrs Pickett from Sandon recently enquired about equity release. Seb and Inayah Bryant from Leigh on Sea recently asked for information on pensions. Scarlet Black and Bartosz Black from Boxted recently enquired about financial planning. Mr and Mrs Coles from West Mersea recently asked for information on offshore investments. Che and Frida Burge from Rowhedge recently asked for information on equity release. Evie-Mae and Lucca Clarke from Point Clear recently asked for information on mortgages. Leila Carey from Colne Engaine, Essex recently asked for information on investment bonds. Ayah and Austin Keegan from Bradfield recently enquired about life assurance. All these local residents did a search for "Garden Fencing Essex" and located this page on Bing, Yahoo or Google.

Stanford-le-Hope Financial Advice Services

Financial Advice Tasks Stanford-le-Hope

There is a wide range of services which are provided by your local Stanford-le-Hope financial advisor including pension transfer advice, trustee investment services, money planning, mutual funds Stanford-le-Hope, death benefits in Stanford-le-Hope, mortgage financial planning, long term care fee planning, business financial planning Stanford-le-Hope, independent financial advice, bridging finance, inheritance tax planning, pension consolidation advice, equity release advice Stanford-le-Hope, ISA's, portfolio management, business protection, financial planning, personal pensions, financial advice services in Stanford-le-Hope, pension drawdowns, life assurance, pensions in divorce, general financial planning, multi-asset portfolios, pension planning, trusts in Stanford-le-Hope, retirement plans, offshore investment advice, investment consolidation advice, cashflow analysis, and more. These are just some of the activities that can be conducted by a financial advisor. Stanford-le-Hope professionals will let you know their entire range of financial services.

Skills and Knowledge Needed by Financial Advisors

  • Good skills in verbal communication.
  • The ability to promote services and products.
  • To have the ability to network and build relationships with clients.
  • An excellent level of mathematical knowledge for building financial strategies.
  • A good understanding and knowledge of economics and accounting associated with financial markets and products.
  • To be confident in using a computer and the primary software programs.
  • Excellent management skills for the negotiation of product prices.
  • To pay attention to detail and be thorough.
  • To be organised and self-motivated.
  • Good skills in customer service for determining customer requirements.
  • Active listening skills.

Essex Financial Advisors

Stanford-le-Hope Financial Advisor 01375 Advisors Investment Financial Advisor Advice SS17 Services Financial Advice Essex Advisers

In Essex you'll additionally find: Ingatestone financial advice, Rainham financial advisors, Thaxted investment advisors, Mistley financial advisors, Pitsea investment advisors, Upminster financial advice, Chigwell investment advice, Castle Hedingham investment advice, Frinton on Sea financial advice, Theydon Bois financial advice, Ramsden Heath financial advisors, Birchanger investment advice, North Fambridge investment advice, Great Yeldham investment advisors, Mountnessing investment advisors, Horndon on the Hill investment advisors, Great Oakley financial advisors, Copford investment advisors, Alresford investment advisors, Fyfield financial advisors, Great Bardfield investment advice, Abberton investment advice, Little Baddow financial advisors, Rawreth financial advisors, Hatfield Peverel financial advice, Great Yeldham investment advice, Takeley investment advice, Thornwood Common financial advice, North Fambridge financial advice, East Donyland investment advisors.


Financial Advisors Near Stanford-le-Hope

Also find: Corringham financial advisers, Langdon Hills financial advisers, South Benfleet financial advisers, North Stifford financial advisers, Basildon financial advisers, Vange financial advisers, West Tilbury financial advisers, Grays financial advisers, Orsett financial advisers, South Ockendon financial advisers, Canvey Island financial advisers, Linford financial advisers, Mucking financial advisers, Horndon on the Hill financial advisors and more. All of these areas are covered by local financial advisers. Stanford-le-Hope residents can get price quotes by clicking here.

Stanford-le-Hope Financial Advice Services

Find a Financial Advisor in Stanford-le-Hope Here
Financial Advice Enquiries in Stanford-le-Hope Essex (01375)
  • Stanford-le-Hope Life Insurance Advice
  • Stanford-le-Hope Cashflow Analysis
  • Stanford-le-Hope Inheritance Advice
  • Stanford-le-Hope Retirement Planning
  • Stanford-le-Hope Pension Advice
  • Stanford-le-Hope Estate Planning
  • Stanford-le-Hope Financial Advice
  • Stanford-le-Hope Tax Advice
  • Stanford-le-Hope Wealth Management
  • Stanford-le-Hope Mortgage Advice
  • Stanford-le-Hope Financial Advice Quotations
  • Stanford-le-Hope Corporate Financial Planning
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  • Stanford-le-Hope Cheap Financial Advice

Financial Advisors Around Stanford-le-Hope: Some Stanford-le-Hope streets and roads where financial advice has recently been given - Stephens Crescent, Crawley Close, By-pass Road, Somerset Road, Bramleys, Salisbury Avenue, Dessons Court, Cornwell Crescent, Thames Crescent, The Avenue, Stanford Hall, Crofton Avenue, Capel Close, Silvertown Avenue, Brockenhurst Drive, Burgess Avenue, The Sorrells, The Hawthorns, Bevin Walk, Abbotts Drive, Coombe Rise, The Billett, Stanley Villas, Blackbush Lane, Thors Oak, Digby Road, Beechcombe, Aldrin Close, as well as the following local Stanford-le-Hope postcodes: SS17 0BS, SS17 0EG, SS17 0JP, SS17 0LL, SS17 0AS, SS17 7AS, SS17 0AG, SS17 0PP, SS17 0SA, SS17 0HL. People residing in these local areas recently needed help from a financial advisor. Stanford-le-Hope residents enjoyed the benefits of reliable and top quality financial services on each occasion.

Financial Advisor Jobs Stanford-le-Hope: Browse financial adviser jobs near Stanford-le-Hope by going here: Financial Advisor Jobs Stanford-le-Hope

To read local Stanford-le-Hope info check here

Independent financial advisor in SS17 area, and dialling code 01375.

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(This financial advisor Stanford-le-Hope content was reviewed and updated on 06-05-2022)