Financial Advisor Tadworth

Tadworth Independent Financial Advice & Investment

Financial Advisor Tadworth Surrey (KT20): If you are in search of financial advice for the very first time, trying to locate a reliable financial advisor advisor in Tadworth can be an intimidating experience. Nevertheless, all financial advisors have one thing in common; they must all conform to the regulations of the Financial Conduct Authority (FCA), whether you're searching for investment, pension, mortgage or even insurance guidance. This comes with various guarantees, therefore after getting advice from a FCA approved financial advisor in Tadworth, you can seek reparation from the Financial Ombudsman or the Financial Services Compensation Scheme, if anything goes wrong.

Free Tadworth Financial Advisor Quotes

When choosing a financial advisor in Tadworth, a decent place to start could be neighbours and friends, however you must keep in mind that your circumstances may not be the same as theirs, and you might be in need of a different kind of advice. Financial advice must be specifically tailored to your unique situation, and you will discover that certain financial advisors may not be suitable for your requirements. It is wise to talk with at least 3 different firms when you are choosing a financial advisor, as this is a major decision, and you need to find one that you feel comfortable with and can trust, and investigate the options they offer.

Financial Advisor Tadworth Surrey (KT20)

There are 2 principal types of financial advisor in Tadworth; independent financial advisors (IFA) and restricted advisors. The benefit of seeing an independent financial advisor is that they should not be limited to the products and services of just one provider, and can offer a broader range of options. Independent financial advice should encompass the entire spectrum of financial products and companies, and must be given in an unbiased way. If you decide to use an independent financial advisor, you will be able to select from the widest possible range of products, in order to find the perfect solution for you. A restricted advisor may be tied to services and products from a particular company, or may even focus on a particular product, as you might find with a mortgage advisor.

The FCA requires that any Tadworth financial advisor must fully discuss their charges with you, before taking you on as a client. Based on the kind of services you're looking for, you could be charged a set fee, by the hour or even a slice of your investment value. You will sometimes be offered the possibility of a free preliminary consultation to enable you to discuss your objectives and see if the advisor is the proper choice for your situation. If you go with one of the bigger Tadworth companies, your account might be looked after by a team of advisors rather than just one individual.

Financial Advisors Tadworth UK (01737)

Before any actual advice is handed out you'll be required to complete a confidential disclosure document, known as a "Fact Find" form, which tells the advising firm about your targets and financial situation. A Key Facts or Initial Disclosure Document will also be handed to you, providing details about the financial advisors themselves, outlining the scope of their permissions in the financial market and their status to offer restricted or independent advice. If you aren't happy with the service, and wish to complain, this document should also lay out your own rights and the possible options you can take. It should detail exactly what you are committing yourself to, and any possible benefits and risks if you elect to take the offered advice, and it must be written in clear language. You will find the amount of cooling-off period in the Key Facts Document. Within a specific time period, this makes it possible for you to cancel the agreement.

You should check the experience and qualifications of your financial advisor when you first speak to them. Asking such questions should never cause you any embarrassment, because you're entrusting them with your long-term financial wellbeing. All Tadworth financial advisors must hold at least a Level 4 qualification and be able to present an annual Statement of Professional Standing. If the advisor's name doesn't show up on the Financial Services Register, don't stress, the firm the person works for should be found on the register and their staff are all covered by the regulations. If these can't be provided the person may still offer financial guidance instead of financial advice. In terms of finance guidance differs to advice and isn't regulated in the same way. Therefore there isn't any recourse for either party if financial errors arise.

Financial Advisor Quotes in Tadworth Surrey

If it's investments that you're interested in, the advisor will need to know the level of risk you might be ready and able to take with your hard-earned cash. Substantial rewards might be possible with higher risk investments, however you stand a greater chance of losing some or all of your capital. The best financial and investment advice should take you savings objectives into consideration, i.e. how much you have to invest, long or short term investments and how rapidly you need access to your money. "How much can you afford to lose?" Is the one crucial question that you should really be asking yourself. This might influence the products and services that could be offered for your consideration, and is generally known as your 'capacity for loss'.

Financial Advice Near Tadworth Surrey

You will have to tell your financial advisor about your existing regular outgoings, personal savings, mortgages or investments. This will give a clear and full picture of your current financial situation, and without this the advice given will most likely not be the best for you. Good quality financial advice should allow for diversifying your savings and investments by spreading the risk load across various different products. So as to mirror your financial situation and goals, a qualified financial advisor in Tadworth will have the knowledge of the best products to consider.

Communicating in in the simplest terms possible, your financial advisor will lay bare the multifaceted world of finance and investment. You should be in a position to make an informed decision once you have compared the various services and products which meet your needs. If you're mind is firmly on the environment, you can perhaps ask your advisor to stick to ethical investment and savings schemes. This will allow you to lend support to firms and enterprises which match your concerns, e.g. zero carbon or renewable energy, or perhaps avoiding companies that do not meet your requirements.

Having a close working relationship with your financial advisor in Tadworth could create problems with your work day and other obligations. This can be alleviated by supplementing one-on-one meetings with video conferencing and telephone, thus enabling you to seek the guidance you need at times that are convenient. Even if you rarely have a one-on-one meeting with your personal advisor, a competent financial advice firm in Tadworth will have strict measures in force to ensure your details are kept secure and confidential, because home and remote working is now a large part of our society.


You need to bear in mind that the financial sector can be volatile, and investment values could just as easily fall as well as rise. If it happens that your investment isn't making the amount of money you were hoping for, it can be a very disheartening and worrying time. Sadly, a downward spiral in your investment isn't a recognised basis for complaint, except if it is down to wrong or misleading information from your financial advisor.

Independent Financial Advisor Near Tadworth (KT20)

As detailed in the Key Facts Document, any disputes should begin with the firm's official complaints procedure. You can let the Financial Ombudsman know about the issue if it remains unresolved within the time schedule stipulated by the regulating authority, and your financial advisor is registered with the FCA.

The Financial Ombudsman will come to a decision after independently reviewing the cause for complaint. A decision will be made on how to financially compensate the client, if the complaint is upheld. The financial advisor and their company must abide by any decision that's made by the Ombudsman, which becomes a legally binding decision as soon as the client has accepted it. Any compensation fixed by the Financial Ombudsman will also account for any annoyance, inconvenience, hassle and distress caused to the customer during the process.

Book a Financial Advisor in Tadworth UK

Financial advice can be provided in Tadworth and also in nearby places like: Tattenham Corner, Leatherhead, Walton on the Hill, Merstham, Headley, Hooley, Langley Vale, Mugswell, Burgh Heath, Epsom, Coulsdon, Kingswood, Ashtead, Chaldon, Chipstead, together with these postcodes KT20 9EX, KT20 5UA, KT20 5DL, KT20 5AA, KT20 5BE, KT20 7TA, KT20 5DJ, KT20 5SL, KT20 5DY, KT20 5TH. Local Tadworth financial advisers will likely have the dialling code 01737 and the postcode KT20. Checking this will guarantee that you're accessing local financial advisers. Tadworth home and business owners will be able to benefit from these and lots of other finance related services.

Essential Skills for a Financial Advisor

  • To be able to network and establish solid relationships with customers.
  • An outstanding level of math knowledge for creating financial plans.
  • The ability to sell financial products and services.
  • To have active interpersonal and listening skills.
  • Excellent verbal communication skills.
  • To have good IT skills.
  • Good business management skills for negotiating product prices.
  • To have good time management skills.
  • Excellent skills in customer service for establishing client needs and requirements.
  • An outstanding knowledge of economics and accounting relating to financial markets and products.
  • To pay attention to detail and be thorough.

Tadworth Financial Advice Services

Financial Advice Tasks Tadworth

There is a wide range of services that can be provided by your local Tadworth financial advisor including cheap financial advice, investing an inheritance in Tadworth, personal protection in Tadworth, saving for children Tadworth, mutual funds Tadworth, life assurance in Tadworth, pension reviews, income protection advice, mortgage financial planning, investment bonds, pension plans in Tadworth, inheritance tax planning Tadworth, annuity purchase Tadworth, family income benefit, financial analyst services, trustee investment services, bereavement benefit advice in Tadworth, ethical investments, stakeholder pension advice, pension consolidation advice, corporate financial planning Tadworth, savings advice, multi-asset portfolios in Tadworth, divorce planning Tadworth, cashflow analysis Tadworth, business financial planning in Tadworth, tax financial planning, financial advice services, investment advice in Tadworth, life insurance advice in Tadworth, and more. These are just a selection of the activities that can be undertaken by a financial advisor. Tadworth professionals will let you know their full range of financial services.


Financial Advisors Near Tadworth

Also find: Burgh Heath financial advisors, Tattenham Corner financial advisors, Mugswell financial advisors, Hooley financial advisors, Pebble Coombe financial advisors, Walton on the Hill financial advisors, Chipstead financial advisors, Mickleham financial advisors, Langley Vale financial advisors, Chaldon financial advisors, Mogador financial advisors, Headley financial advisors, Westhumble financial advisors and more. Financial advisors are available for consultation services in just about all of these areas. Home and business owners in the region can make enquiries about financial advice by clicking here.

Tadworth Financial Advice Services

Find a Financial Advisor in Tadworth Here
Financial Advice Enquiries in Tadworth Surrey (01737)
  • Tadworth Financial Advice
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  • Tadworth Wealth Management
  • Tadworth Retirement Planning
  • Tadworth Estate Planning
  • Tadworth Trustee Investments
  • Tadworth Inheritance Advice
  • Tadworth Pension Advice
  • Tadworth Mortgage Advice
  • Tadworth Cheap Financial Advice
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  • Tadworth Financial Advice Quotations
  • Tadworth Life Insurance Advice
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Independent financial advisor in KT20 area, 01737.

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(This financial advisor Tadworth information was reviewed and updated on 20-02-2024)