Financial Advisor Staplehurst

Staplehurst Independent Financial Advice & Investment

Financial Advisor Staplehurst Kent (TN12): If you're seeking financial advice for the first time, trying to find a good financial advisor advisor in Staplehurst can be a quite daunting experience. Whether you're searching for investment, pension, mortgage or even insurance advice, all qualified financial advisors have one thing in common; they must all follow the regulations laid down by the Financial Conduct Authority (FCA). This comes with various guarantees, therefore after taking advice from a FCA authorised financial advisor in Staplehurst, you can seek reparation from the Financial Services Compensation Scheme or the Financial Ombudsman, if something should go awry.

Free Staplehurst Financial Advisor Quotes

Family and friends recommendations can be a decent starting place in choosing a financial advisor in Staplehurst, but keep in mind that their circumstances may be different to the type of advice you're looking for. Every financial advisor isn't suitable for everyone, and their advice should be personalised to your specific situation. It pays to talk to at least three different firms when you're considering a financial advisor, as this is a major decision, and you'll be looking to find one that you feel comfortable with and can trust, and check out the various options they offer.

Financial Advisor Staplehurst Kent (TN12)

When you are looking to pick a financial advisor in Staplehurst, there are basically two main types; independent financial advisors and restricted advisors. The advantage of seeing an IFA is that they won't be limited to a single company's products or services, and can offer a broader range of options. Independent financial advice should encompass the whole spectrum of financial companies and products, and should be given in an unbiased way. Consulting an independent financial advisor should allow you to pick from the widest possible range of services. If you use a restricted financial advisor you'll soon realise that they could be restricted to services and products of a specific company, or as in the case of a mortgage advisor, will only be involved with one individual product.

Before any financial advisor in Staplehurst accepts you as a client, they're required by the FCA to fully discuss their charges with you. Based upon the product you are looking for, you could be charged a set fee, by the hour or perhaps even a specific percentage of your investment value. You could be offered the possibility of a free first consultation to allow you to discuss your objectives and find out if the advisor is suitable for you and your circumstances. In some of the larger Staplehurst companies, you could find that your account is managed by a team as opposed to an individual advisor.

Financial Advisors Staplehurst UK (01580)

Before any actual financial advice is given you will be asked to complete a confidential disclosure form, known as a "Fact Find" document, which informs the advising company about your financial situation and aims. To provide details of the financial advisor, their situation for offering independent or restricted advice and the scope of their permissions in the financial arena, you will also be given an Initial Disclosure Document, or Key Facts Document. Your own rights will also be laid out in this document, along with the options you can take if you wish to make a complaint because you are not happy with the service provided. It must be easily understood, written in plain English, and outline precisely what you are signing up for, together with the risks and benefits of going along with the advice. You can find the level of cooling-off period in the Key Facts Document. This allows you to change your mind within a specific time period, and cancel the contract with your financial advisor.

When talking to the financial advisor the very first time you'll want to check their experience and qualifications. After all you're on the verge of entrusting your long-term financial wellbeing to their expertise, so you should not be embarrassed about asking such questions. All financial advisors in Staplehurst must hold at least a Level 4 qualification and be in a position to present an annual Statement of Professional Standing. Don't worry if your specific financial advisor's name doesn't appear on the Financial Services Register, so long as the firm is on the register, their employees are covered by the legislation. The individual can still offer financial guidance instead of advice, if these can't be provided. Guidance is somewhat different to advice as it isn't regulated, and if financial mistakes occur there will likely be no recourse to either party.

Financial Advisor Quotes in Staplehurst Kent

If it is investing money that you are interested in, the advisor will want to know the level of risk you might be willing and able to take on with your hard-earned cash. High risk investments may offer larger rewards, but all or some of your funds could be lost. In order to get the most beneficial financial and investment advice, your savings goals will have to be given careful consideration, i.e. short or long term investments, how much capital you want to invest and how quickly you need access to your money. One question you should ask of yourself, which is normally ignored, is how much money you can really afford to lose. This might influence the services and products that could be offered for your consideration, and is sometimes referred to as your 'capacity for loss'.

Financial Advice Near Staplehurst Kent

If you have already got any existing investments, regular payments, mortgages or personal savings, you need to tell your financial advisor about these. They will need this information, so that they can get a clear picture of your finances and give the appropriate advice for your needs. Smart financial advice should allow for diversifying your savings and investments by spreading the risk load across various products. Having an understanding of the best areas to consider, an experienced financial advisor will favour products that fit in with your goals and financial circumstances.

Communicating in the clearest possible way, your financial advisor will open up the multifaceted world of finance and investment. You should be in a position to come to an informed and educated decision once you have learned about the various services and products that match your needs. If you are mind is firmly on the environment, you can even ask your financial advisor to stick to ethical savings and investments. You can then keep away from businesses that investments meet your criteria, but instead support those companies and organisations that match your concerns, for example zero carbon or green energy.

Working alongside a financial advisor in Staplehurst can be challenging to manage around work and other responsibilities. Face-to-face meetings can be complemented with telephone and video conferencing to enable you to seek advice at a time to suit you. An experienced financial advice company in Staplehurst will have strict measures in force to keep your details confidential and secure, even if you hardly ever have a one-on-one meeting with your personal advisor, because remote and home working is now so common.


Investments can be a volatile area, and their values could fall as well as rise. If your investment fails to make as much money as you were hoping for, it can be extremely disheartening and stressful. Regrettably, a downward trend in your investment isn't seen as a cause for complaint, unless it is because of misleading or incorrect information from your advisor.

Independent Financial Advisor Near Staplehurst (TN12)

The firm's official complaints procedure should be the starting place for any grievances, and the Key Facts Document should discuss this. If your financial advisor is a member of the Financial Conduct Authority, you can let the Financial Ombudsman know about the issue if it is unsolved within the time-frame stipulated by the regulating authority.

The Financial Ombudsman will make a ruling after independently reviewing the cause for complaint. If the complaint is justified, a decision is made on how to rectify or financially compensate the client. On acceptance by the customer, the decision will become legally binding, and the financial advisor and their firm must abide by it. The Financial Ombudsman will also consider any distress, hassle, inconvenience and upset caused to the client during the dispute, and set the level of compensation accordingly.

Book a Financial Advisor in Staplehurst UK

Financial advice can be provided in Staplehurst and also in nearby places like: Frittenden, Sissinghurst, Marden, Sutton Valence, Biddenden, Kingswood, Ulcombe, Horsmonden, Headcorn, Hunton, Smarden, Curtisden Green, Goudhurst, Cranbrook, Grafty Green, together with these postcodes TN12 0PU, TN12 0NP, TN12 0PL, TN12 0DN, TN12 0EZ, TN12 0BZ, TN12 0SB, TN12 0TG, TN12 0PG, TN12 0NT. Local Staplehurst financial advisors will probably have the telephone dialling code 01580 and the postcode TN12. Checking this out will make certain that you access locally based financial advisers. Staplehurst property owners can utilise these and many other similar services. Click on the "enquiry" banner or form to get information on financial advisors in your location.

The Day to Day Duties of a Financial Advisor

  • Financial advisors keep a record of clients and transactions.
  • Financial advisors keep fully up to date with regulation changes and new financial products.
  • Financial advisors continually update customers regarding their investments.
  • Financial advisors collaborate with financial product providers.
  • Financial advisors produce in-depth financial reports.
  • Financial advisors chat with customers regarding their finances and plans.
  • Financial advisors work in conjuction with their peers to obtain market information, trends and statistics.
  • Financial advisors meet performance and sales targets.
  • Financial advisors provide consultation, counselling and education regarding investments and finances.
  • Financial advisors research financial products and explain them simply and clearly to their clients.

Staplehurst Financial Advice Services

Financial Advice Tasks Staplehurst

There is a range of services that can be provided by your local Staplehurst financial advisor including equity release advice Staplehurst, ethical investment advice, personal protection, pension plans Staplehurst, portfolio management, pensions in divorce, pension transfer advice Staplehurst, family income benefit, life insurance, unit trusts Staplehurst, familt controlled trusts, financial planning, personal financial planning, pension reviews, financial analyst services Staplehurst, cash flow modelling Staplehurst, mortgage advice, personal pensions Staplehurst, general financial planning in Staplehurst, corporate bonds, pension planning, money planning, long term care fee planning, tax advice, annuity purchases in Staplehurst, stakeholder pension advice, annuities Staplehurst, business protection in Staplehurst, financial advice services, investment plans, and lots more. These are just some of the tasks that can be accomplished by a financial advisor. Staplehurst professionals will be delighted to keep you abreast of their entire range of financial services.


Financial Advisors Near Staplehurst

Also find: Curtisden Green financial advisers, Frittenden financial advisers, Cranbrook financial advisers, Biddenden financial advisers, Sissinghurst financial advisers, Smarden financial advisers, Headcorn financial advisers, Hunton financial advisers, Kingswood financial advisers, Goudhurst financial advisers, Grafty Green financial advisers, Horsmonden financial advisers, Sutton Valence financial advisers, Ulcombe financial advisers, Marden financial advisors and more. Most of these places are catered for by local financial advisers. Staplehurst residents can get price quotes by clicking here.

Staplehurst Financial Advice Services

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Financial Advice Enquiries in Staplehurst Kent (01580)
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Financial Advisors Around Staplehurst: Financial advisors were recently required by folks living in Stanley Close, Frittenden Road, Sherenden Lane, Weld Close, Bell Lane, Grave Lane, Hanmer Way, Lampard Close, Lovehurst Lane, Jeffery Close, Maxted Close, Royal Oak Mews, The Parade, Five Ash Lane, Fletcher Road, Wilden Park Road, Couchman Green Lane, Alen Square, Barn Meadow, High Street, South Bank, Davies Close, Surrenden Road, Newlyn Drive, Bell Lane, McCabe Close and these Staplehurst postcodes: TN12 0PU, TN12 0NP, TN12 0PL, TN12 0DN, TN12 0EZ, TN12 0BZ, TN12 0SB, TN12 0TG, TN12 0PG, TN12 0NT. Folks living in these local areas recently requested help from a financial advisor. Staplehurst residents enjoyed the benefits of reliable and top quality financial services on every occasion.

To find out local information about Staplehurst, Kent take a look here

Independent financial advisor in TN12 area, and dialling code 01580.

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(This financial advisor Staplehurst content was last updated on 01-09-2022)