Financial Advisor Yeovil

Yeovil Independent Financial Advice & Investment

Financial Advisor Yeovil Somerset (BA20): It can be an intimidating experience trying to find a first-rate financial advisor advisor in Yeovil, especially if it is the first time that you are needing financial advice. Whether it is mortgage, investments, pension or even insurance advice that you are after, there is one common rule for all qualified financial advisors; they must all adhere to Financial Conduct Authority regulations. This comes with various guarantees, thus after getting advice from a FCA approved financial advisor in Yeovil, you can seek recompense from the Financial Ombudsman or the Financial Services Compensation Scheme, if if things go awry.

Free Yeovil Financial Advisor Quotes

Recommendations from friends and family can be a good starting point in selecting a financial advisor in Yeovil, but bear in mind that their situation might be different to the type of advice you are looking for. Any advice they provide should be adapted to your particular situation, and not every financial advisor is suitable for everyone. To check out the various options that they are offering and find a financial advisor you can trust and feel comfortable with, it is wise to speak with at least 3 different firms, because picking a financial advisor is a big decision.

Financial Advisor Yeovil Somerset (BA20)

When you're looking to pick a financial advisor in Yeovil, there are essentially 2 principal types; restricted advisors and independent financial advisors (IFA). The good thing about seeing an IFA is that they will not be restricted to a single company's products and services, and can offer a more diverse range of options. Independent financial advice must be provided in a frank and unbiased way and should cover the full spectrum of financial products and companies. If you opt to use an independent financial advisor, you'll be able to select from the widest possible range of products, so as to find the perfect solution for you. If you use a restricted financial advisor you will find that they might be limited to services and products of a specific provider, or as with a mortgage advisor, might only be involved with one solitary product.

Before accepting you as a client, any Yeovil financial advisor must be transparent about their charges, as required by the FCA. You might be charged by the hour, a set fee or possibly even a percentage of your investment, in accordance with type of product you are looking for. A free initial consultation will sometimes be offered, so that you can discuss your goals and situation to find out if the advisor is the best fit. In some larger Yeovil companies, you might find that your account is managed by a team rather than an individual advisor.

Financial Advisors Yeovil UK (01935)

You will be required to fill in a "Fact Find" document, which is a confidential disclosure form relating your financial situation and targets to the advising company. To provide information on the financial advisor, their status to offer independent or restricted advice and their scope of permissions in the financial market, you'll also be handed an Initial Disclosure, or Key Facts Document. This document should also set down your own legal rights and the options you can take if you are not satisfied with the service provided, and want to complain. It should be typed out in plain language and detail what you're signing up for, and any potential risks and benefits if you opt to take the advice offered. The cooling-off period should also be spelled out in this Key Facts Document. This allows you to cancel your contract within a specific period of time, and whenever any penalty charges are incurred.

Make sure you check the experience and qualifications of the financial advisor the first time you speak to them. Don't be embarrassed about asking these questions, after all you are just about to entrust your financial wellbeing to their expertise. All Yeovil financial advisors must as a minimum hold a Level 4 qualification and be in a position to present an annual Statement of Professional Standing. If the advisor's name doesn't appear on the Financial Services Register, you shouldn't panic, the firm the advisor works for will almost certainly be on the register and their personnel will be covered by the regulations. If they're not able to provide these accreditations, the individual can't offer advice but can offer financial guidance. Guidance is different to advice as it isn't regulated, and if financial errors are made there may be no recourse to either party.

Financial Advisor Quotes in Yeovil Somerset

You will be asked about the level of risk you are willing and able to take on, if you are seeking advice on investing money. Better rewards may be possible with high risk investments, but you may also lose some or all of your capital. The best investment and financial advice should take you savings objectives into consideration, i.e. short or long term investments, how much capital you want to invest and how rapidly you need access to your money. You must invariably ask yourself the one crucial question, how much can you afford to lose. This could influence the products and services that could be offered for your consideration, and is generally known as your 'capacity for loss'.

Financial Advice Near Yeovil Somerset

You need to let your financial advisor know about your existing regular outgoing payments, savings accounts, investments or mortgages. This will provide a clear and full picture of your financial circumstances, and without this the advice you are given may not be the best for you. Good financial advice should include diversifying your investments and savings by spreading the risk load across various products. Having an understanding of the best areas to consider, a seasoned financial advisor will concentrate on products that match your financial circumstances and goals.

Your financial advisor will attempt to communicate in the clearest possible way, while unmasking the complex world of finance. This will enable you to compare services and products which meet your needs, and make an informed decision. If you're environmentally minded, you can maybe ask your advisor to stick to ethical investment and savings schemes. This does not just give you investment possibilities, but also enables you to support renewable energy or zero carbon projects, and avoid businesses that don't share the same values.

Having constant interactions with your financial advisor in Yeovil could cause problems with work and other obligations. This can be reduced by supplementing one-on-one meetings with video conferencing and phone calls, therefore enabling you to get the guidance you need at convenient times. Even if you rarely have a one-on-one meeting with your advisor, a competent financial advice provider in Yeovil will have rigorous measures in force to keep your details secure and confidential, because remote and home working is now commonplace.


Investments can be an unpredictable area, and their values can fall as well as rise. If it happens that your investment is not making the amount of money you hoped for, it can be a very stressful and frustrating time. However, except if it's down to misleading or wrong information from your advisor a downward spiraling of your investment is not seen as a basis for complaint.

Independent Financial Advisor Near Yeovil (BA20)

The company's complaints procedure should be the best place to start with any disputes, and the Key Facts Document will explain this. If your advisor is a member of the Financial Conduct Authority, you can inform the Financial Ombudsman of the problem if it remains unsolved within the time stipulated by the regulating body.

The Financial Ombudsman will independently review the cause for complaint and come to a decision. If the complaint is justified, a decision is made on how to rectify the situation or financially compensate the customer. This becomes a legally binding decision once it has been accepted by the customer, and the financial advisor and their firm must comply with the decision. The Ombudsman will also account for any annoyance, hassle, distress and inconvenience caused to the client during the dispute, and set the level of compensation accordingly.

Book a Financial Advisor in Yeovil UK

Financial advice can be provided in Yeovil and also nearby in: Lufton, Stoford, Clifton Maybank, Bradford Abbas, Trent, Brympton d'Evercy, Preston Plucknett, Mudford, Barwick, Hollands, East Coker, Nether Compton, Houndstone, Odcombe, and in these postcodes BA20 1HY, BA20 1UL, BA20 1EL, BA20 1DS, BA20 1QP, BA20 1DW, BA20 1BZ, BA20 1LD, BA20 1QB, BA20 1EG. Locally based Yeovil financial advisers will probably have the postcode BA20 and the phone code 01935. Checking this should confirm you are accessing local financial advisers. Yeovil homeowners are able to benefit from these and many other similar services.

Somerset Financial Advice Enquiries

Somerset Financial Advice Enquiries

Current Somerset financial advice enquiries: Mr and Mrs Hepburn from Keynsham recently asked for information on financial planning. Adeline Furlong from South Petherton recently asked for information on offshore investments. Amelia-Grace Harwood and Faris Harwood from West Monkton, Somerset recently asked for information on equity release. Kenzie Mccormick from Rode, Somerset recently enquired about financial planning. Alyssa and Shane Lamb from Farmborough, Somerset recently enquired about offshore investments. Arisha and Freddie Mustafa from North Petherton recently enquired about pension advice. Huxley and Elsie Keating from Tickenham, Somerset recently enquired about mortgage advice. Toby Patterson and Sydney Patterson from Westbury Sub Mendip, Somerset recently enquired about investment advice. All of these local people searched for "financial advisor Somerset" and came across this webpage on either Google, Bing or Yahoo.

Yeovil Financial Advice Services

Financial Advice Tasks Yeovil

There is a wide range of services which can be provided by your local Yeovil financial advisor including financial analyst services, independent financial advice, corporate financial planning, personal financial planning, offshore investments, pensions in divorce, life insurances, income protection advice, pension advice Yeovil, investment consolidation advice, bridging finance, investment plans, retirement planning Yeovil, family income benefit, unit trusts in Yeovil, cash flow modelling Yeovil, life assurance advice, savings advice, ethical investments, general financial planning in Yeovil, mortgage advice, ISA's, corporate bonds, trustee investment services, pension planning, divorce financial planning, stakeholder pensions, multi-asset portfolios, bereavement benefit advice, cheap financial advice Yeovil, and lots more. These are just a small portion of the duties that can be carried out by a financial advisor. Yeovil professionals will be happy to inform you of their entire range of services.


Financial Advisors Near Yeovil

Also find: Barwick financial advisers, Lufton financial advisers, Odcombe financial advisers, Hollands financial advisers, Mudford financial advisers, Clifton Maybank financial advisers, East Coker financial advisers, Stoford financial advisers, Preston Plucknett financial advisers, Nether Compton financial advisers, Trent financial advisers, Bradford Abbas financial advisers, Brympton d'Evercy financial advisers, Houndstone financial advisors and more. The majority of these places are served by local financial advisers. Yeovil residents can get quotes by going here.

Yeovil Financial Advice Services

Find a Financial Advisor in Yeovil Here
Financial Advice Enquiries in Yeovil Somerset (01935)
  • Yeovil Tax Advice
  • Yeovil Financial Advice Quotes
  • Yeovil Cashflow Analysis
  • Yeovil Wealth Management
  • Yeovil Independent Financial Advice
  • Yeovil Cheap Financial Advice
  • Yeovil Life Insurance Advice
  • Yeovil Investment Advice
  • Yeovil Trustee Investments
  • Yeovil Estate Planning
  • Yeovil Pension Advice
  • Yeovil Inheritance Advice
  • Yeovil Mortgage Advice
  • Yeovil Corporate Financial Advice

Financial Advisors Around Yeovil: Financial advice has recently been given in these Yeovil streets - The Borough Arcade, St Johns Road, Sleight Close, College, Chapel Hill, Buller Avenue, The Hollies, Broadstone Lane, Camborne Place, Charles Road, Southville, Alexandra Road, Shelley Close, Belvedere Road, Badger Heights, The Hollow, Back Lane, Thorney Lane, Brympton Way, Court Gardens, Brimsmore, Crangs Lane, Athelney Way, Ashwood Drive, Back Street, The Regents, Cleaveside Close, Canons Gate, as well as these Yeovil area postcodes: BA20 1HY, BA20 1UL, BA20 1EL, BA20 1DS, BA20 1QP, BA20 1DW, BA20 1BZ, BA20 1LD, BA20 1QB, BA20 1EG. Folks in these local areas recently needed the help of a financial advisor. Yeovil residents enjoyed high quality and dependable financial services.

More Yeovil Services: Needless to say, whenever you are looking at your finances in Yeovil, Somerset, you'll probably need all types of different services and together with a financial advisor in Yeovil, Somerset, you might also need mortgage advice in Yeovil, business financial planning in Yeovil, contracts lawyers in Yeovil, estate planning in Yeovil, payroll services in Yeovil, business consulting in Yeovil, bookkeepers in Yeovil, solicitors in Yeovil, accountants in Yeovil, tax preparation in Yeovil, debt recovery & collection in Yeovil, investment advisors in Yeovil, mortgage brokers in Yeovil, property law & conveyancing in Yeovil, banruptcy lawyers in Yeovil, family lawyers in Yeovil, wills & probate in Yeovil, and other different Yeovil experts.

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Yeovil Financial Advisor Jobs: Browse financial adviser jobs near Yeovil here: Yeovil Financial Advisor Jobs

Independent financial advisor in BA20 area, phone code 01935.

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(This financial advisor Yeovil page was checked and updated on 06-05-2022)