Financial Advisor Tenterden

Tenterden Independent Financial Advice & Investment

Financial Advisor Tenterden Kent (TN30): It can be an intimidating experience trying to locate a decent financial advisor advisor in the Tenterden area, in particular if it's the first time that you're in search of financial advice. Whether you're looking for mortgage, pensions, investment or even insurance advice, all professional financial advisors have one thing in common; they must all conform to the regulations set by the FCA (Financial Conduct Authority). This comes with various guarantees, so after getting advice from a FCA approved financial advisor in Tenterden, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if if things go awry.

Free Tenterden Financial Advisor Quotes

Recommendations from neighbours and friends can be a decent starting point in selecting a financial advisor in Tenterden, but bear in mind that their needs may be different to what you are looking for. Financial advice needs to be individually tailored to your unique circumstances, and you will discover that certain financial advisors may not be suitable for your requirements. To investigate the options they're offering and find a financial advisor that you feel comfortable with and can trust, it pays to talk to at least 3 different firms, because choosing a financial advisor is an important decision.

Financial Advisor Tenterden Kent (TN30)

When it comes to picking a financial advisor in Tenterden, there are two principal types; independent financial advisors (IFA) and restricted advisors. Offering a broader range of options, an IFA won't be restricted to a single provider's products or services. Encompassing the whole spectrum of financial companies and products, independent financial advice should be offered in an impartial and unbiased way to clients. Using an IFA should enable you to choose between the broadest possible array of services. If you go to a restricted financial advisor you'll soon realise that they may be restricted to products and services of one particular company, or as in the case of a mortgage advisor, may only be focused on one individual product.

Before accepting you as a client, any financial advisor in Tenterden must be fully transparent with you about their charges, as required by the Financial Conduct Authority. Although it varies in accordance with the kind of product you are looking for, there could be a set fee, an hourly rate, or you might even be charged a proportion of what you're investing. A free initial consultation may be offered, so you can discuss your aims and situation to find out if the advisor is the right fit. Your account could be handled by a team rather than a single advisor, if you opt to go to one of the bigger Tenterden companies.

Financial Advisors Tenterden UK (01580)

To describe your financial situation and objectives to the advising company, you will have to complete a "Fact Find" document, which is a confidential disclosure form. To provide information about the financial advisor, their situation for offering independent or restricted advice and their scope of permissions in the financial arena, you will also be handed an Initial Disclosure, or Key Facts Document. This document should also make clear your own rights and the options you can take if you aren't happy with the service provided, and need to submit a complaint. It should detail exactly what you're committing yourself to, and any possible benefits and risks that exist if you decide to take the offered advice, and it must be laid out in plain language. You can find the level of cooling-off period in this document. Within a certain time frame, this permits you to cancel the contract with your financial advisor.

Ensure that you check the experience and qualifications of your financial advisor the first time you speak with them. Don't be embarrassed about asking such questions, after all you're on the verge of entrusting your long-term financial wellbeing to their expertise. A Level 4 qualification is the minimum qualification for any Tenterden financial advisor, and they must also be able to present an annual Statement of Professional Standing. You shouldn't panic if your specific advisor's name does not appear on the Financial Services Register, providing the firm is listed on the register, their staff are covered by the legislation. The individual may still offer financial guidance rather than advice, if these cannot be provided. Guidance is not subject to regulations in the way that financial advice is, which means that if mistakes are made the client won't have any recourse.

Financial Advisor Quotes in Tenterden Kent

If it is investments that you're interested in, the advisor will want to know the level of risk you might be prepared to accept with your hard-earned money. Larger rewards may be possible with high risk investments, however you stand a greater chance of losing all or some of your capital. In order to get the very best financial and investment advice, your savings aims will have to be carefully considered, i.e. short or long term investments, how quickly you need to access your funds and how much you wish to invest. One question you should ask yourself, which is usually neglected, is how much money you can actually afford to lose. Commonly called your 'capacity for loss', this will quite likely affect the services and products that you're offered.

Financial Advice Near Tenterden Kent

If you already have any existing mortgage loans, regular outgoings, investments or savings accounts, you'll want to tell your financial advisor about these. This will provide a clear picture of your current financial situation, without which the advice you get will most likely not be the most appropriate for you. Spreading the risk load across a number of different products through the diversification of your investments and savings, is something that good financial advice should encompass. A competent financial advisor in Tenterden will understand the best areas to consider, which reflect your goals and your financial situation.

Your financial advisor will try to communicate in the clearest possible way, to reveal the complex world of finance. You should be in a position to come to an informed decision when you have compared the various products and services which match your needs. If you are mind is firmly on the environment, you could ask your advisor to stick to ethical savings and investment schemes. You will then be able to keep away from investments that investments meet your standards, but instead support those companies and organisations that match your concerns, for instance zero carbon or renewable energy.

It could prove difficult to manage work and other obligations around a close working relationship with your financial advisor in Tenterden. To enable you to seek advice at times that suit you, one-on-one appointments can be backed up with video conferencing and telephone calls. Working from home and remote working is now a large part of our society, and an established financial advice company in Tenterden will have rigorous measures in place to ensure your details are kept confidential and secure, even if you hardly ever have a one-on-one meeting with your advisor.


Investment values can go down as well as up, and this is a factor that you have to remember. If your investment is not making the amount of money you were hoping for, it can be extremely demoralising and stressful. Your investment having a downward trend is not seen as a cause for complaint, unless your financial advisor has supplied you with misleading or incorrect information.

Independent Financial Advisor Near Tenterden (TN30)

The firm's official complaints procedure should be the starting position for any grievances, and the Key Facts Document will discuss this. If the matter is unresolved within the time-frame set out by the regulating body, and the financial advisor is registered with the FCA, you can get in touch with the Financial Ombudsman.

After looking into the cause for complaint, the Financial Ombudsman will make a ruling on the issue. If the complaint is found to be justified, a decision will be made on how to financially compensate the customer. Once the decision has been agreed on by the customer it becomes a legally binding decision which the advisor and their firm, must comply with. The Ombudsman will also take into account any inconvenience, trouble, upset and distress caused to the client during the process, and fix the level of compensation proportionately.

Book a Financial Advisor in Tenterden UK

Financial advice can be provided in Tenterden and also in nearby places like: Benenden, Sissinghurst, Ashenden, Rolvenden Layne, St MIchaels, Sandhurst, Woodchurch, Rolvenden, Parkgate, Wittersham, Shadoxhurst, Appledore, Biddenden, Haigh Halden, and in these postcodes TN30 6RH, TN30 7AD, TN30 6AX, TN30 6RJ, TN30 6BN, TN30 6TL, TN30 6BT, TN30 7AG, TN30 6SD, TN30 7AX. Local Tenterden financial advisors will likely have the dialling code 01580 and the postcode TN30. Checking this can make certain that you're accessing local financial advisers. Tenterden householders will be able to benefit from these and countless other comparable services.

Tenterden Financial Advice Services

Financial Advice Tasks Tenterden

There is a variety of services which can be provided by your local Tenterden financial advisor including investment bonds, long term care fee advice in Tenterden, bridging finance, unit trusts, bereavement benefit advice, savings advice Tenterden, investment planning, ethical investment advice, pension transfer advice, will writing services, personal protection Tenterden, mortgage services, personal pensions advice, trusts, cash flow modelling, wealth management & investments, ISA's, inheritance tax planning Tenterden, pension advice Tenterden, money planning, equity release, offshore investment advice Tenterden, stakeholder pension advice, multi-asset portfolios Tenterden, financial planning Tenterden, pensions in divorce in Tenterden, cashflow analysis, general financial planning, portfolio management, trustee investment services, and more. Listed are just an example of the tasks that can be conducted by a financial advisor. Tenterden professionals will tell you about their whole range of financial services.

Financial Advice Enquiries Kent

Kent Financial Advice Enquiries

Recent Kent financial advice enquiries: Katrina Hawkes and Francis Hawkes from Hinxhill, Kent recently asked for information on equity release. Rex and Inaya Blythe from Dunkirk recently asked for information on investment bonds. Cooper Waters from Walmer recently asked for information on family income benefit. Brogan Mcelroy and Adelaide Mcelroy from Speldhurst recently enquired about offshore investments. Jax Calvert from Sheerness, Kent recently enquired about investment bonds. Zakaria and Maryam Christie from Plaxtol, Kent recently enquired about investment bonds. Hibba and Tomas Rixon from Shorne, Kent recently asked for information on investment bonds. Millie-Rose Osborne from Broomfield, Kent recently asked for information on pensions. Most of these local residents searched for "financial advisor Kent" and noticed this webpage on Google, Yahoo or Bing.


Financial Advisors Near Tenterden

Also find: Sissinghurst financial advisers, Appledore financial advisers, Sandhurst financial advisers, Shadoxhurst financial advisers, Ashenden financial advisers, Benenden financial advisers, Rolvenden financial advisers, Woodchurch financial advisers, Haigh Halden financial advisers, Rolvenden Layne financial advisers, Wittersham financial advisers, St MIchaels financial advisers, Parkgate financial advisers, Biddenden financial advisors and more. The majority of these locations are served by local financial advisers. Tenterden residents can get quotes by going here.

Tenterden Financial Advice Services

Find a Financial Advisor in Tenterden Here
Financial Advice Enquiries in Tenterden Kent (01580)
  • Tenterden Pension Advice
  • Tenterden Cashflow Analysis
  • Tenterden Investment Advice
  • Tenterden Inheritance Advice
  • Tenterden Wealth Management
  • Tenterden Tax Advice
  • Tenterden Independent Financial Advice
  • Tenterden Life Insurance Advice
  • Tenterden Trustee Investments
  • Tenterden Retirement Planning
  • Tenterden Mortgage Advice
  • Tenterden Cheap Financial Advice
  • Tenterden Corporate Financial Advice
  • Tenterden Estate Planning

Financial Advisors Around Tenterden: Households in Wayside, Golden Square, Cherry Orchard, Haffenden Road, Stace Close, Rogersmead, Leslie Crescent, Ashford Road, Plummer Lane, Limes Close, Wayside Avenue, St Benets Court, Shoreham Lane, Dumbourne Lane, Wrights Close, Martins Close, Grange Crescent, Biddenden Road, Lawn Close, Orchard Road, Rolvenden Road, Wells Close, Hales Court, Wealden Avenue, Chalk Avenue, Reader's Bridge Road, Forson Close, Chennell Park Road, have needed financial advice just recently. Financial advisors have also been active in these local Tenterden postcodes: TN30 6RH, TN30 7AD, TN30 6AX, TN30 6RJ, TN30 6BN, TN30 6TL, TN30 6BT, TN30 7AG, TN30 6SD, TN30 7AX. People residing in these areas recently needed the help of a financial advisor. Tenterden residents received high quality and dependable financial services on every occasion.

Tenterden Financial Advisor Jobs: Get financial advisor jobs in Tenterden by going here: Financial Advisor Jobs Tenterden

For the best local Tenterden info look here

Independent financial advisor in TN30 area, telephone code 01580.

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(This financial advisor Tenterden content was revised and updated on 06-05-2022)