Financial Advisor Walkden

Walkden Independent Financial Advice & Investment

Financial Advisor Walkden Greater Manchester (M28): Finding a reliable independent financial advisor in the Walkden area can be a challenging experience, in particular if you're needing financial advice for the first time. Whether you're searching for investment, pension, mortgage or even insurance advice, all qualified financial advisors are bound by one common rule; they all have to conform to the regulations laid down by the FCA (Financial Conduct Authority). Any advice given by a FCA certified financial advisor in Walkden comes with the guarantee that if things go awry, you can get in touch with the Financial Ombudsman Scheme or the Financial Services Compensation Scheme.

Free Walkden Financial Advisor Quotes

When picking a financial advisor in Walkden, a decent place to start could be friends and family, however you must keep in mind that your circumstances might not be in line with theirs, and you might need a different sort of advice. Financial advice needs to be specifically tailored to your unique situation, and you will find that some financial advisors might not be suitable for you. It pays to talk with at least 3 different firms when you are picking a financial advisor, as this is a big decision, and you need to find one that you can trust and feel at ease with, and explore the options they can provide.

Financial Advisor Walkden Greater Manchester (M28)

There are 2 main kinds of financial advisor in Walkden; independent financial advisors and restricted advisors. Offering a more diverse range of options, an IFA should not be confined to the services and products of just one provider. Independent financial advice must be given in a frank and impartial way and across the entire gamut of financial products and companies. If you decide to use an independent financial advisor, you'll be able to select from the broadest possible range of products, so as to find the right solution for you. A restricted financial advisor may be limited to products and services from one particular company, or might even focus on a particular product, as can be the case with a mortgage advisor.

The Financial Conduct Authority demands that any financial advisor must fully discuss their charges with you, before accepting you as a client. Based upon the type of service you are interested in, you could be charged by the hour, a set fee or possibly even a slice of your investment. To enable you to discuss your aims and see if the advisor is a good fit for your circumstances, a free preliminary consultation may be offered. If you go to one of the bigger Walkden companies, your account could be looked after by a team of advisors rather than a single individual.

Financial Advisors Walkden UK (0161)

Before any actual advice is given you'll be asked to fill in a confidential disclosure document, called a "Fact Find" form, which informs the advising firm about your financial situation and goals. A Key Facts Document, or Initial Disclosure Document will also be given to you, providing information regarding the financial advisors themselves, explaining the scope of their permissions in the financial sector and their status to offer independent or restricted advice. Your legal rights will also be spelled out in this document, along with your options if you wish to complain because you are not happy with the service you're given. It has to be written in plain language and describe what you are committing yourself to, and any possible benefits and risks should you opt to go along with the advice offered. You will find the level of cooling-off period in this document. This enables you to cancel the agreement with your financial advisor within a specific period of time, and whenever any penalty charges are incurred.

The first time you're speaking to the financial advisor ensure that you check what experience and qualifications they have. Don't be self-conscious about asking these questions, after all you are on the verge of entrusting your financial future to their skill. A Level 4 qualification in financial advice is the minimum required qualification for any Walkden financial advisor, and they must also be in a position to provide you with an annual Statement of Professional Standing. When checking the Financial Services Register, you don't need to stress if your particular advisor's name doesn't appear on there; you will probably locate the firm name, and that means the regulations covers all of their staff. If these cannot be provided the person may still offer financial guidance instead of financial advice. Guidance is not regulated in the same way as financial advice, which means that if errors are made the client won't have any recourse.

Financial Advisor Quotes in Walkden Greater Manchester

If it is investing money that you are interested in, your advisor will ask you about the level of risk you are willing to take on with your hard-earned money. Many investments carry some element of risk, but higher risk investments could offer bigger rewards, and also more chance of losing some or all of your money. Your savings goals must be taken into account if the best investment and financial advice is to be given, i.e. short or long term investments, how much money you want to invest and how rapidly you need to access your funds. You should always ask yourself the one crucial question, how much money can you really afford to lose. This is generally referred to as your 'capacity for loss' and may well influence the services and products that are offered to you.

Financial Advice Near Walkden Greater Manchester

You should tell your financial advisor about your existing regular outgoings, savings accounts, mortgages or investments. This gives a clear picture of your financial circumstances, and without this the advice you're given will most likely not be the most appropriate for you. Good quality financial advice should allow for diversifying your savings and investments by spreading the risk across a number of different products. So as to mirror your financial circumstances and your goals, a certified financial advisor in Walkden will have the knowledge of the best products to consider.

Communicating in the clearest possible way, your financial advisor will throw open the complex world of investment and finance. After comparing the various products and services which match your needs, you should be able to make an informed and intelligent decision. If environmental issues are important to you, you could perhaps ask that ethical investment and savings schemes take top priority. You will then be able to keep away from businesses that investments meet your requirements, and instead lend your support to those businesses and firms that address your concerns, for example green energy or zero carbon.

Working together with your financial advisor in Walkden can be difficult to manage around your work life and other responsibilities. This can be reduced by supplementing one-on-one meetings with telephone calls and video conferencing, thus enabling you to seek the guidance you need at times that are convenient. A professional financial advice company in Walkden will have rigorous measures in force to ensure your details are kept secure and confidential, even if you never have an in-person meeting with your personal advisor, because home and remote working is now so common.


Investments can be a volatile area, and their values can fall as well as rise. It can be incredibly disheartening and stressful if your investment fails to make as much money as you hoped for. A downward trend in your investment isn't seen as a grounds for complaint, unless your advisor has supplied you with incorrect or misleading information.

Independent Financial Advisor Near Walkden (M28)

As described in the Key Facts Document, any complaints should begin with the firm's complaints procedure. If your financial advisor is a member of the Financial Conduct Authority, you can let the Financial Ombudsman know about the problem if it remains unresolved within the timeframe set by the regulating authority.

The Financial Ombudsman will come to a decision after independently reviewing the cause of the complaint. A decision is made on how to financially compensate the client, if the complaint is justified. Once agreed on by the customer, the decision will become legally binding, and the financial advisor and their firm must comply with it. Any annoyance, distress, trouble and inconvenience caused to the client during the dispute, will be accounted for when the Ombudsman fixes the level of compensation.

Book a Financial Advisor in Walkden UK

Financial advice can be provided in Walkden and also in nearby places like: Greenheys, Pendlebury, Hulton, Roe Green, Farnworth, Tyldesley, Wardley, Stoneclough, Hill Top, Astley, Little Hulton, Boothstown, Linnyshaw, Kearsley, Worsley, Mosley Common, together with these postcodes M28 3GY, M28 3SA, M28 3AJ, M28 3PA, M28 0GA, M28 3FE, M28 3LA, M28 3BQ, M28 0SE, M28 0GE. Locally based Walkden financial advisors will probably have the telephone code 0161 and the postcode M28. Checking this out will guarantee that you access locally based financial advisers. Walkden householders will be able to benefit from these and numerous other comparable services. Simply click the "enquiry" form or banner to get info on financial advisors in your area.

Skills and Knowledge Required by a Financial Advisor

  • To be capable of using a computer and the primary software.
  • A thorough understanding of accounting and economics relating to financial markets and products.
  • Outstanding skills in verbal communication.
  • Excellent business management skills for the negotiation of product rates.
  • Excellent customer service skills for establishing client requirements.
  • To be organised and self-motivated.
  • To be good at selling financial services and products.
  • An outstanding level of math knowledge for building financial plans.
  • To be thorough and pay attention to detail.
  • To have the ability to listen attentively
  • To be able to network and build solid relationships with customers.

Greater Manchester Financial Advice Enquiries

Financial Advice Enquiries Greater Manchester

Recent Greater Manchester financial advice enquiries: Brandon Donald from Pendlebury recently enquired about life assurance. Mr and Mrs Spicer in Bryn recently asked for information on mortgages. Shelby Bowers in Partington recently enquired about mortgage advice. Demi-Leigh and Rio Pattison in Hawkshaw, Greater Manchester recently asked for information on investment bonds. Reginald Heywood and Lisa Heywood in Higher Folds, Greater Manchester recently asked about equity release. Kara and Lee Adams from Tyldesley, Greater Manchester recently asked about life assurance. Peter Hudson in Kearsley recently asked for information on offshore investments. Mahi Boon from Uppermill recently asked for information on pensions. All these local residents searched for "Garden Fencing Greater Manchester" and discovered this page on either Bing, Google or Yahoo.

Day to Day Tasks of a Financial Advisor

  • Meeting performance and sales targets.
  • Updating clients concerning their investments.
  • Keeping a record of clients and transactions.
  • Recommending the best-suited financial products to clients.
  • Collaborating with financial product providers.
  • Keeping fully up to date with law changes and new products.
  • Producing comprehensive financial reports.
  • Providing education, consultation and counselling regarding finances and investments.
  • Chatting with clients about their plans and finances.
  • Working in conjuction with associates to gather trends, market information and statistics.

Walkden Financial Advice Services

Financial Advice Tasks Walkden

There are a wide array of services which can be provided by your local Walkden financial advisor including trusts, money planning, investment planning, life assurance advice, multi-asset portfolios, cash flow modelling, corporate financial planning, financial planning, cheap financial advice, divorce planning in Walkden, pension consolidation advice, family income benefit in Walkden, savings advice in Walkden, business protection, unit trusts in Walkden, mortgage financial planning, bridging finance, stakeholder pensions, long term care fee advice, investment consolidation advice in Walkden, pension reviews, death benefit advice in Walkden, tax advice, annuities in Walkden, retirement advice, cashflow planning in Walkden, saving for children, business planning, ethical investment advice, pension transfer advice, and more. Listed are just some of the tasks that can be accomplished by a financial advisor. Walkden professionals will be happy to inform you of their whole range of services.

Greater Manchester Financial Advisors

Advisor Financial Advice Advice Financial Services 0161 M28 Financial Advisor Advisers Greater Manchester Walkden Investment Advisors

In the Greater Manchester area you can also get: Bramhall financial advisors, Hattersley financial advice, Mossley financial advice, Worsley investment advice, Kearsley financial advice, Winstanley investment advice, Pendlebury financial advisors, Blackrod investment advice, Prestwich investment advice, Bredbury investment advisors, Partington investment advice, Wardle financial advice, Irlam investment advice, Delph investment advisors, Summit financial advisors, Mottram in Longdendale financial advisors, Hollingworth investment advisors, Platt Bridge financial advice, Offerton Park investment advice, Bramhall investment advice, Bowdon financial advisors, Astley financial advisors, Pendlebury investment advisors, Greenfield financial advisors, Cheadle Hulme investment advisors, Littleborough financial advice, Simister financial advice, Rhodes financial advice, Flowery Field financial advice.


Financial Advisors Near Walkden

Also find: Hulton financial advisers, Wardley financial advisers, Little Hulton financial advisers, Kearsley financial advisers, Linnyshaw financial advisers, Stoneclough financial advisers, Tyldesley financial advisers, Pendlebury financial advisers, Boothstown financial advisers, Farnworth financial advisers, Mosley Common financial advisers, Hill Top financial advisers, Worsley financial advisers, Astley financial advisers, Roe Green financial advisers, Greenheys financial advisors and more. The majority of these locations are catered for by local financial advisers. Walkden residents can get financial advice estimates by clicking here.

Walkden Financial Advice Services

Find a Financial Advisor in Walkden Here
Financial Advice Enquiries in Walkden Greater Manchester (0161)
  • Walkden Mortgage Advice
  • Walkden Wealth Management
  • Walkden Financial Advice Quotations
  • Walkden Corporate Financial Advice
  • Walkden Estate Planning
  • Walkden Retirement Advice
  • Walkden Financial Services
  • Walkden Tax Advice
  • Walkden Cashflow Analysis
  • Walkden Cheap Financial Advice
  • Walkden Pension Advice
  • Walkden Financial Advice
  • Walkden Trustee Investments
  • Walkden Inheritance Advice

More Walkden Services: Not surprisingly, when you're looking at your finances in Walkden, Greater Manchester, you are likely to need all types of different services and apart from a financial advisor in Walkden, Greater Manchester, you may also need property law & conveyancing in Walkden, business consulting in Walkden, debt recovery & collection in Walkden, wills & probate in Walkden, bookkeepers in Walkden, tax preparation in Walkden, contracts lawyers in Walkden, family lawyers in Walkden, investment advisors in Walkden, payroll services in Walkden, mortgage advice in Walkden, solicitors in Walkden, mortgage brokers in Walkden, banruptcy lawyers in Walkden, business financial planning in Walkden, estate planning in Walkden, accountants in Walkden, and other different Walkden experts.

Financial Advisors Around Walkden: Households in Blakefield Drive, How Clough Close, Rushton Street, Derwent Close, Shawbrook Avenue, Windale, Collyhurst Avenue, Shearwater Drive, Freesia Avenue, Mort Lane, Cartleach Lane, Penrice Fold, Kinsley Drive, Mereclough Avenue, Cannel Court, Harrier Close, Aspinall Crescent, Chapelfield Drive, Medway Road, Cartleach Grove, Newhart Grove, Brindley Street, Mallowdale, Wrenswood Drive, Ellerbeck Crescent, Mellor Drive, Lawndale Drive, Primrose Avenue, Bunting Mews, have needed financial advice recently. Financial advisors have also been active in the following local Walkden postcodes: M28 3GY, M28 3SA, M28 3AJ, M28 3PA, M28 0GA, M28 3FE, M28 3LA, M28 3BQ, M28 0SE, M28 0GE. People living in these areas recently needed the help of a financial advisor. Walkden residents benefited from dependable and top notch financial services in all cases.

If you need local information regarding Walkden, Greater Manchester take a look here

Independent financial advisor in M28 area, phone code 0161.

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