Financial Advisor Wrexham

Wrexham Independent Financial Advice & Investment

Financial Advisor Wrexham Wales (LL1): It can be a daunting experience trying to locate a good financial advisor advisor in the Wrexham area, in particular if it's the very first time that you are needing financial advice. Whether you're searching for investment, mortgage, pensions or even insurance advice, all financial advisors are bound by one simple rule; they all have to adhere to the regulations of the Financial Conduct Authority (FCA). Any advice given from a FCA certified financial advisor in Wrexham comes with certain guarantees that should anything go wrong, you can contact the Financial Ombudsman Scheme or the Financial Services Compensation Scheme.

Free Wrexham Financial Advisor Quotes

Recommendations from friends and relations can be a good starting place in selecting a financial advisor in Wrexham, but remember that their circumstances might be different to what you're looking for. Every financial advisor is not suitable for everyone, and any advice they provide should be adapted to your unique situation. To explore the various options that they are offering and find a financial advisor you can trust and feel at ease with, it pays to talk with at least three different companies, because selecting a financial advisor is a big decision.

Financial Advisor Wrexham Wales (LL1)

Independent financial advisors and restricted advisors, are the two main kinds of financial advisor in Wrexham. The benefit of using an independent financial advisor is that they will not be restricted to the services and products of just one provider, and can offer a broader range of options. Encompassing the full spectrum of financial products and companies, independent financial advice should be given in a frank and unbiased way to clients. This will permit you to select from the broadest range of products to suit your needs. A restricted financial advisor could be limited to products and services from one particular company, or might even focus on a single product, as can be the case with a mortgage advisor.

The FCA demands that any financial advisor in Wrexham must fully discuss their charges with you, before taking you on as a client. You may be charged a set fee, by the hour or perhaps even a proportion of your investment, contingent on type of product you require. To allow you to discuss your aims and determine whether the advisor is the correct fit for you and your situation, you will sometimes be offered the chance of a free preliminary consultation. In some of the larger Wrexham firms, you could find that your account is managed by a team rather than an individual advisor.

Financial Advisors Wrexham UK (01978)

To describe your financial situation and desired goals to the advising company, you'll be asked to fill in a "Fact Find" document, which is a confidential disclosure form. To provide details of the financial advisor, their status to offer restricted or independent advice and their scope of permissions in the financial market, you will also be handed an Initial Disclosure, or Key Facts Document. This document will also lay out your legal rights and your options if you're not satisfied with the service, and wish to submit a complaint. It must be written in plain language and detail what you are committing yourself to, and any possible risks and benefits that exist if you elect to take the advice offered. The level of cooling-off period should also be spelled out in this document. This permits you to change your mind within a specific time frame, and cancel the agreement with your financial advisor.

Make sure you check the qualifications and experience of your financial advisor the first time you speak with them. After all you are just about to entrust your financial future to their skill, so you shouldn't be embarrassed about asking these questions. A Level 4 qualification in financial advice is the minimum required qualification for any financial advisor in Wrexham, and they must also be able to show an annual Statement of Professional Standing. When checking the Financial Services Register, you shouldn't panic if your specific advisor's name does not show up on there; you should be able to find the company name, and that means the legislation covers all of their personnel. The individual can still offer financial guidance as opposed to advice, if these cannot be provided. In terms of finance guidance is different to advice and is not regulated in the same way. Therefore there's no recourse for either party if financial blunders are made.

Financial Advisor Quotes in Wrexham Wales

If you're looking for advice on investments you will be asked the level of risk you are comfortable with. Higher risk investments may offer higher rewards, but all or some of your cash could be lost. The best investment and financial advice will take into account your savings objectives, i.e. long or short term investments, how rapidly you need to access your funds and how much capital you want to invest. You should invariably ask yourself the one crucial question, how much can you actually afford to lose. This is known as your 'capacity for loss' and could influence the products and services that could be offered to you.

Financial Advice Near Wrexham Wales

If you have already got any existing mortgages, regular outgoings, savings or investments, you must tell your financial advisor about these. They will need these details, so they can get a picture of your financial circumstances and give the best advice for your needs. Spreading the risk across various products through the diversification of your savings and investments, is something that reliable financial advice should embrace. In order to reflect your financial situation and your goals, a professional financial advisor in Wrexham will have the knowledge of the best products to consider.

Communicating in the plainest speech possible, your financial advisor will reveal the multifaceted world of investment and finance. This will enable you to compare services and products which match your needs, and come to an informed decision. You could perhaps ask your advisor to only specify ethical investments and savings. This doesn't just give you investment opportunities, but also allows you to support green energy or zero carbon projects, and steer clear of businesses and companies that do not share the same values.

Having a close working relationship with your financial advisor in Wrexham could cause problems with your work and other obligations. This can be reduced by supplementing one-on-one meetings with telephone calls and video conferencing, therefore allowing you to seek the guidance you need at convenient times. Even if you hardly ever have a one-on-one meeting with your personal advisor, a professional financial advice firm in Wrexham will have strict measures in place to keep your details secure and confidential, because working from home and remote working is now a large part of our society.


You need to understand that the financial world is an unpredictable sector, and the value of your investments could just as easily go down as well as up. If it happens that your investment is not making the amount of money you hoped for, it can be a demoralising and worrying time. Sadly, a downward trend in your investment isn't a recognised cause for complaint, unless of course it is due to wrong or misleading information from your financial advisor.

Independent Financial Advisor Near Wrexham (LL1)

Any grievances should begin with the company's complaints procedure as described in the Key Facts Document. 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 unsolved within the time schedule set out by the regulating authority.

The Financial Ombudsman will independently review the cause for complaint and come to a decision. If it's established that the complaint is legitimate, a decision is made on how the customer can be financially compensated. Once the decision has been accepted by the customer it becomes a legally binding decision which the advisor and their company, must comply with. Any compensation laid down by the Ombudsman will also take into account any distress, upset, hassle and inconvenience caused to the customer during the process.

Book a Financial Advisor in Wrexham UK

Financial advice can be provided in Wrexham and also in: Rhostyllen, Marford, Rhos-Ddu, Sontley, Minera, Bersham, New Broughton, Coed-Y-Glyn, Tanyfron, Cross Lanes, Hightown, Brymbo, Gresford, Acton, Marchwiel, Rhosnesni, Coedpoeth, together with these postcodes LL11 2DF, LL11 1WX, LL11 0AU, LL11 0HW, LL11 0AJ, LL11 0GZ, LL11 0FB, LL11 2BQ, LL11 2AJ, LL11 2BH. Locally based Wrexham financial advisors will likely have the postcode LL1 and the telephone dialling code 01978.

A Financial Advisor's Regular Tasks

  • A financial advisor makes deals with with financial product providers.
  • A financial advisor meets performance and sales targets.
  • A financial advisor keeps fully up to date with new financial products and law changes.
  • A financial advisor keeps detailed records of potential transactions and customers.
  • A financial advisor recommends the best-suited financial products to clients.
  • A financial advisor updates clients about their investments.
  • A financial advisor provides consultation, counselling and education regarding investments and finances.
  • A financial advisor works together with associates to collect trends, market information and statistics.
  • A financial advisor speaks to customers about their finances and plans.
  • A financial advisor produces financial reports.

Financial Advice Enquiries Wales

Financial Advice Enquiries Wales

Recently posted Wales financial advice enquiries: Mary Haynes and Dominik Haynes from Ystradgynlais, Wales recently asked for information on mortgages. Christine Dibble and Hughie Dibble from Wenvoe, Wales recently asked for information on offshore investments. Khadeejah and Zachariah Hobson from Flint recently enquired about investment advice. Angelo Scott from Tylorstown, Wales recently enquired about investment advice. Veronica Harvey and Raife Harvey from Glyncorrwg recently asked for information on investment bonds. Crystal and Ezra Winfield from Glyn Neath recently asked for information on equity release. Teddie Towers from Aberfan recently enquired about investment advice. Mr and Mrs Begum from Ferryside recently enquired about financial planning.

Wrexham Financial Advice Services

Financial Advice Tasks Wrexham

There is a variety of services that are provided by your local Wrexham financial advisor including corporate bonds Wrexham, independent financial advice, portfolio management, personal financial planning in Wrexham, life insurances Wrexham, financial planning, income protection advice, trusts in Wrexham, ISA's, financial analyst services in Wrexham, pension consolidation Wrexham, general financial planning Wrexham, mortgage advice, bridging finance Wrexham, pension drawdowns, investment planning Wrexham, pension transfers, long term care fee planning Wrexham, annuity purchase, divorce planning in Wrexham, investment bonds Wrexham, offshore investments in Wrexham, ethical investment advice Wrexham, wealth management & investments, pension reviews in Wrexham, and lots more.


Financial Advisors Near Wrexham

Also find: Brymbo financial advisors, Marchwiel financial advisors, Bersham financial advisors, Coedpoeth financial advisors, Rhos-Ddu financial advisors, Gresford financial advisors, Tanyfron financial advisors, Minera financial advisors, Sontley financial advisors, Acton financial advisors, Rhosnesni financial advisors, New Broughton financial advisors, Rhostyllen financial advisors, Hightown financial advisors, Cross Lanes financial advisors, Marford financial advisors, Coed-Y-Glyn financial advisors and more.

Wrexham Financial Advice Services

Find a Financial Advisor in Wrexham Here
Financial Advice Enquiries in Wrexham Wales (01978)
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Financial Advisors Around Wrexham: Households in Dingle Place, Canal View, Bryntirion Terrace, Derwen, Bryn Heulog, The Belvedere, Bridge Court, Ty Rhosydd, Stanley Grove, Anglesey Close, Bryn Rhedyn, Bryn Y Coed, Colwyn Road, Corkscrew Lane, Thornhill Drive, Bangor Road, Cae Coch Lane, Cambrian Place, Trevalyn Hall View, Salisbury Road, Central Avenue, Caia Road, Amanda Grove, Brandon Grove, Bedevere Court, Bryn Road, Talwrn Road, Croesnewydd Road, Chirk Green, Awelfryn, have needed financial advice just recently. Financial advisors have also been active in the following Wrexham area postcodes: LL11 2DF, LL11 1WX, LL11 0AU, LL11 0HW, LL11 0AJ, LL11 0GZ, LL11 0FB, LL11 2BQ, LL11 2AJ, LL11 2BH.

Wrexham Financial Advisor Jobs: Find financial advisor jobs in Wrexham here: Wrexham Financial Advisor Jobs

If you would like to get local Wrexham information check here

Independent financial advisor in LL1 area, telephone code 01978.

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