Financial Advisor Yeovil

Yeovil Independent Financial Advice & Investment

Financial Advisor Yeovil Somerset (BA20): If you're in search of financial advice for the first time, trying to find a first-rate financial advisor advisor in Yeovil can be a daunting experience. Whether you're looking for mortgage, investment, pension or even insurance guidance, all qualified financial advisors are bound by one simple rule; they all have to observe the regulations of the Financial Conduct Authority (FCA). Any advice given from a FCA approved financial advisor in Yeovil comes with guarantees that if anything should go awry, you've got access to the Financial Ombudsman or the Financial Services Compensation Scheme.

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Recommendations from friends and family can be a decent starting point in selecting a financial advisor in Yeovil, but bear in mind that their situation may be different to what you're looking for. Financial advice needs to be specifically tailored to your particular situation, and you will discover that certain financial advisors may not be suitable for your requirements. Selecting the right financial advisor is crucial and it is wise to speak with at least 3 different firms so as to explore the various options they can provide, and to find one that you feel comfortable with and can trust.

Financial Advisor Yeovil Somerset (BA20)

There are 2 principal kinds of financial advisor in Yeovil; independent financial advisors and restricted advisors. An IFA won't be restricted to a single provider's products and services. Independent financial advice must cover the whole gamut of financial companies and products, and must be offered in an unbiased way. Using an independent financial advisor should enable you to choose between the broadest possible range of products. If you use a restricted advisor you will soon realise that they might be restricted to services and products of one particular provider, or as in the case of a mortgage advisor, may only be focused on one individual product.

The FCA demands that any financial advisor must be transparent about their charges, before taking you on as a client. You could be charged by the hour, a set fee or possibly even a proportion of your investment value, depending on services you're looking for. A free initial consultation will sometimes be offered, so you can discuss your objectives and situation to see if the advisor is the right fit. In some bigger Yeovil companies, you could find that your account is looked after by a team rather than an individual advisor.

Financial Advisors Yeovil UK (01935)

You will be required to complete a "Fact Find" document, which is a confidential disclosure form relating your objectives and financial situation to the advising firm. You will also be given an Initial Disclosure, or Key Facts Document, which provides you with details about the financial advisor, their status to offer restricted or independent advice and their scope of permissions in the financial sector. This document will also make clear your rights and the possible options you can take if you aren't satisfied with the service, and wish to complain. It should outline what you are signing up for, and any possible risks and benefits that exist if you decide to accept the offered advice, and it should be written in plain language. The allowed cooling-off period should also be explained in this document. This makes it possible for you to change your mind within a specific time frame, and cancel the contract with your financial advisor.

When speaking with the financial advisor initially you should check their qualifications and experience. Do not be embarrassed about asking these questions, after all you're about to entrust your financial wellbeing to their expertise. Every Yeovil financial advisor must be able to present an annual Statement of Professional Standing, and must hold at least a Level 4 qualification. When you check the Financial Services Register, you should not panic if your specific advisor's name does not show up on there; you ought to be able to find the firm name, and that means the legislation covers all of their advisors. If these can't be presented the individual may still offer financial guidance as opposed to advice. In financial terms guidance is different to advice and isn't regulated. Therefore there's no recourse for the client if errors occur.

Financial Advisor Quotes in Yeovil Somerset

If you are seeking advice on investments you'll be asked about the amount of risk you are comfortable with. Most investments carry some degree of risk, but high risk investments could potentially offer bigger rewards, but also more likelihood of losing some or all of your capital. Your savings goals must be taken into account if good quality investment advice is to be given, i.e. long or short term investments, how quickly you need access to your funds and how much you wish to invest. You must invariably ask yourself the one crucial question, how much money can you afford to lose. Commonly called your 'capacity for loss', this will very likely have an effect on products and services that you are offered.

Financial Advice Near Yeovil Somerset

You'll want to tell your financial advisor about your existing mortgages, investments, personal savings or regular outgoings. To make certain that you get the most appropriate advice for you, they need a full and clear picture of your financial situation. Reliable financial advice should allow for diversifying your savings and investments by spreading the risk across a range of different products. A professional financial advisor in Yeovil will be aware of the best areas to consider, which reflect your financial situation and your goals.

Communicating in in the simplest terms possible, your financial advisor will lay bare the complex world of finance and investment. After learning about the various products and services which meet your needs, you should be able to come to an informed and deliberative decision. If you are mind is firmly on the environment, you can ask your financial advisor to stick to ethical investments and savings. This not only gives you investment opportunities, but also allows you to support zero carbon or green energy projects, and stay away from companies that do not share the same values as you do.

Working alongside your financial advisor in Yeovil can be challenging to fit in around your work day and other responsibilities. To enable you to get advice at times that suit you, face-to-face appointments can be augmented with telephone and video conferencing. Home and remote working is now a large part of our society, and a competent financial advice firm in Yeovil will have stringent measures in force to keep your details confidential and secure, even if you never have an in-person meeting with your personal advisor.


Investments can just as easily go down as well as up, since the financial sector can be volatile. If your investment isn't making as much money as you were hoping for, it can be quite demoralising and worrying. Unfortunately, a downward spiral in your investment isn't a recognised basis for complaint, except if it is down to misleading or incorrect information from your advisor.

Independent Financial Advisor Near Yeovil (BA20)

As outlined in the Key Facts Document, any disputes should start out with the company's complaints procedure. You can tell the Financial Ombudsman about the situation if it is unsolved within the period laid down by the regulating body, and your financial advisor is a member of the FCA.

The Financial Ombudsman will independently review the cause of the complaint and come to a decision. A decision will be made on how to financially compensate the customer, if the complaint is justified. The advisor and their firm must abide by any decision that's made by the Ombudsman, which becomes legally binding once the customer has accepted it. Any compensation as set out by the Financial Ombudsman will also take into consideration any upset, inconvenience, hassle and distress caused to the customer during the situation.

Book a Financial Advisor in Yeovil UK

Financial advice can be provided in Yeovil and also nearby in: Bradford Abbas, Lufton, Nether Compton, Preston Plucknett, Barwick, Trent, Odcombe, Hollands, Houndstone, Brympton d'Evercy, Mudford, East Coker, Stoford, Clifton Maybank, and in these postcodes BA20 1BX, BA20 1PT, BA20 1AE, BA20 1BJ, BA20 1AW, BA20 1WT, BA20 1JE, BA20 1QA, BA20 1HW, BA20 1DT. Locally based Yeovil financial advisers will likely have the postcode BA20 and the telephone dialling code 01935. Click on the "enquiry" banner to get info on financial advisors in your area.

Yeovil Financial Advice Services

Financial Advice Tasks Yeovil

There are a number of different services that can be provided by your local Yeovil financial advisor including cashflow analysis in Yeovil, ethical investments, divorce financial planning, pension advice in Yeovil, mutual funds, annuity purchase, retirement plans in Yeovil, annuities, will writing services, offshore investments, financial advice services, income protection, life assurance, personal financial planning Yeovil, investment advice Yeovil, independent financial advice in Yeovil, pension drawdowns in Yeovil, trusts, general financial planning Yeovil, cheap financial advice in Yeovil, pension advice, corporate bonds in Yeovil, pension transfers, stakeholder pension advice in Yeovil, business planning, and lots more.

Somerset Financial Advice Enquiries

Financial Advice Enquiries Somerset

Latest Somerset financial advice enquiries: Mr and Mrs Newby from Wincanton, Somerset recently asked for information on family income benefit. Ella Gordon and Barnaby Gordon from Williton, Somerset recently asked for information on pensions. Kathleen Parsons from West Coker recently asked for information on offshore investments. Niam Carty and Khadijah Carty from Langport recently enquired about life assurance. Sean and Poppy Lambert from North Weston, Somerset recently asked for information on financial planning. Khadijah Smyth and Kobie Smyth from Langport recently enquired about investment bonds. Nataniel Charles and Hawa Charles from Chew Magna recently enquired about pension advice. Macie and Emilio Sisson from Baltonsborough, Somerset recently enquired about getting financial advice.


Financial Advisors Near Yeovil

Also find: Bradford Abbas financial advisors, Mudford financial advisors, Brympton d'Evercy financial advisors, Lufton financial advisors, Trent financial advisors, Clifton Maybank financial advisors, Odcombe financial advisors, Preston Plucknett financial advisors, Houndstone financial advisors, Nether Compton financial advisors, Stoford financial advisors, East Coker financial advisors, Hollands financial advisors, Barwick financial advisors and more.

Yeovil Financial Advice Services

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Financial Advice Enquiries in Yeovil Somerset (01935)
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Financial Advisors Around Yeovil: Folks living in the following areas and streets have just recently inquired about financial advice - Three Ashes, Central Avenue, Cutty Lane, Beaconfield Road, Trellech Court, The Paddock, Dampier Street, Bedford Road, Sycamore Drive, Southway Close, Chatsworth Road, Camborne Place, Summerlands, Acer Drive, Colmer Road, The Villas, Alexandra Road, Armtech Row, Adams Green, Alastair Drive, Briarfield, Tintinhull Road, Compton Close, Tellis Cross, Arlington Close, Castle Lane, Artillery Road, as well as these local Yeovil postcodes: BA20 1BX, BA20 1PT, BA20 1AE, BA20 1BJ, BA20 1AW, BA20 1WT, BA20 1JE, BA20 1QA, BA20 1HW, BA20 1DT.

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Independent financial advisor in BA20 area, telephone code 01935.

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