Financial Advisor Yeovil

Yeovil Independent Financial Advice & Investment

Financial Advisor Yeovil Somerset (BA20): It can be a challenging experience trying to find a reliable financial advisor advisor in Yeovil, in particular if it's the first time that you're in search of financial advice. Whether it is mortgage, pensions, investments or even insurance advice that you are looking for, there's one common rule for all qualified financial advisors; they all have to adhere to FCA (Financial Conduct Authority) regulations. The advantage of this is that should a financial advisor who is FCA approved give you poor advice, and things go awry, you've got guarantees, and can go to the Financial Ombudsman or the Financial Services Compensation Scheme to get it put right.

Free Yeovil Financial Advisor Quotes

Friends and relatives recommendations can be a decent starting point in picking a financial advisor in Yeovil, but keep in mind that their situation could be different to what you are looking for. Their advice needs to be adapted to your particular circumstances, and not every financial advisor is suitable for everyone. It is a good idea to talk with at least three different firms when you are choosing a financial advisor, as this is a major decision, and you need to find one that you can trust and feel comfortable with, and at the same time explore the options they offer.

Financial Advisor Yeovil Somerset (BA20)

There are two principal kinds of financial advisor in Yeovil; restricted advisors and independent financial advisors (IFA). Offering a wide range of options, an IFA won't be limited to just one provider's products and services. Independent financial advice should be offered in a frank and impartial way and should cover the entire gamut of financial companies and products. If you decide to use an independent financial advisor, you will be able to select from the broadest possible array of services, in order to find the perfect solution for your needs. A restricted financial advisor may be tied to services and products from a specific firm, or may even concentrate on a single product, as you might find with a mortgage advisor.

The FCA demands that any financial advisor must tell you about their charges, before taking you on as a client. Although it can vary according to the kind of service you require, there could be an hourly rate, a set fee, or you could even be charged a proportion of the money you are investing. A free preliminary consultation might be offered, so you can discuss your goals and circumstances to see if the advisor is the right choice. Your account may be looked after by a team as opposed to a single advisor, if you elect to go to one of the larger Yeovil companies.

Financial Advisors Yeovil UK (01935)

Before any actual financial advice is handed out you'll have to complete a confidential disclosure form, known as a "Fact Find" document, which tells the advising firm about your objectives and financial situation. To provide information regarding the financial advisor, their situation for offering independent or restricted advice and their range of permissions in the financial sector, you will also be given a Key Facts Document, or Initial Disclosure Document. This document should also lay down your own legal rights and your options if you aren't happy with the service provided, and would like to complain. It has to be typed out in plain language and outline what you're signing up for, and any potential risks and benefits should you elect to go along with the advice offered. You will find the amount of cooling-off period in this document. This enables you to cancel the agreement within a specific time period, and whenever any penalty charges have to be paid.

Make sure you check what experience and qualifications the financial advisor has when you first speak with them. You needn't be self-conscious about asking such questions, after all you are on the verge of entrusting your financial future to their expertise. A Level 4 qualification in financial advice is the minimum qualification for any Yeovil financial advisor, and they also have to be able to present an annual Statement of Professional Standing. When you check the Financial Services Register, you should not panic if your specific advisor's name doesn't show up on there; you ought to be able to find the firm name, and this means that the regulations covers all of their staff. If these can't be provided the person can still offer financial guidance instead of financial advice. Guidance isn't regulated in the way that financial advice is, which means that if mistakes arise neither party will have any recourse.

Financial Advisor Quotes in Yeovil Somerset

You'll be asked the amount of risk you're ready and able to take, if you are seeking advice on investing money. Most investments carry some element of risk, but high risk investments could potentially offer higher rewards, and also more chance of losing some or all of your capital. Decent financial and investment advice should take into account your savings goals, i.e. how quickly you need to access your funds, how much you have to invest and long or short term investments. You should always ask yourself the one vital question, how much can you truly afford to lose. This could influence the services and products that could be offered for your consideration, and is called your 'capacity for loss'.

Financial Advice Near Yeovil Somerset

If you've already got any current savings accounts, regular outgoing payments, investments or mortgages, you should tell your financial advisor about these. To make certain that you receive the most suitable advice for you, they need a full and clear picture of your finances. Diversifying your investments and savings by spreading the risk across a number of different products, is an important part of reliable financial advice. With a knowledge of the best areas to consider, a competent financial advisor will favour products that fit in with your goals and financial circumstances.

Communicating in the clearest way possible, your financial advisor will throw open the multifaceted world of investment and finance. You should be in a position to make an informed and considered decision once you have learned about the various products and services which match your needs. If environmental issues are at the forefront of your mind, you could even ask that ethical investments and savings take top priority. This will allow you to give your support to firms and organisations that match your concerns, e.g. renewable energy or zero carbon, or perhaps keeping away from companies that don't meet your requirements.

Having constant interactions with your financial advisor in Yeovil could create issues with your work and other obligations. One-on-one meetings can be complemented with video conferencing and telephone to enable you to get advice at a time to suit you. Working from home and remote working is now commonplace, and an established financial advice firm in Yeovil will have strict measures in force to ensure your details are kept confidential and secure, even if you rarely have a face-to-face meeting with your personal advisor.


You must bear in mind that the financial sector can be volatile, and investment values can just as easily fall as well as rise. If it just so happens that your investment fails to make the amount of money you hoped for, it can be a worrying and demoralising time. A downward spiraling of your investment is not a recognised grounds for complaint, unless your financial advisor has given you incorrect or misleading information.

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 should explain this. You can tell the Financial Ombudsman about the problem if it is unsolved within the time-frame set out by the regulating body, and the advisor is registered with the Financial Conduct Authority.

The Financial Ombudsman will independently review the cause for complaint and come to a decision. If it is established that the complaint is justified, a decision will be made on how the client can be compensated. On acceptance by the customer, the ruling becomes legally binding, and the financial advisor and their firm must abide by it. Any upset, trouble, inconvenience and distress caused to the customer during the process, will be considered when the Financial Ombudsman establishes the level of compensation.

Book a Financial Advisor in Yeovil UK

Financial advice can be provided in Yeovil and also in nearby places like: Mudford, Trent, Lufton, East Coker, Nether Compton, Barwick, Brympton d'Evercy, Hollands, Bradford Abbas, Stoford, Clifton Maybank, Houndstone, Preston Plucknett, Odcombe, as well as in these postcodes BA20 1HB, BA20 1DQ, BA20 1PT, BA20 1PZ, BA20 1NU, BA20 1NQ, BA20 1HR, BA20 1RF, BA20 1BD, BA20 1BT. Locally based Yeovil financial advisers will most likely have the postcode BA20 and the dialling code 01935. Checking this out can guarantee you access local financial advisers. Yeovil home and business owners can benefit from these and countless other finance related services. Simply click the "enquiry" banner or form to get info on financial advisors in your area.

Skills and Knowledge Needed by Financial Advisors

  • To be able to network and build relationships with customers.
  • Excellent customer service skills for establishing client needs.
  • Excellent management skills for the negotiation of product rates.
  • Good verbal communication skills.
  • Active listening skills.
  • To be good at promoting financial services and products.
  • An excellent understanding and knowledge of economics and accounting associated with financial products and markets.
  • To have a flexible approach to work.
  • A competent level of mathematical knowledge for producing financial packages.
  • To be capable of using a computer and the main software programs.
  • To be thorough and pay attention to detail.

Yeovil Financial Advice Services

Financial Advice Tasks Yeovil

There is a variety of services which are provided by your local Yeovil financial advisor including ethical investment advice Yeovil, business planning, saving for children, familt controlled trusts, pension planning, pensions in divorce, cashflow analysis, financial planning, tax advice Yeovil, business protection, life insurance advice, divorce planning, offshore investments, personal protection in Yeovil, stakeholder pension advice, retirement advice in Yeovil, annuity purchases, investment consolidation in Yeovil, bridging finance, mortgage financial planning, personal financial planning in Yeovil, money planning, portfolio management in Yeovil, financial advice services Yeovil, ISA's, critical illness cover, corporate financial planning, cash flow modelling, savings advice Yeovil, cheap financial advice in Yeovil, and lots more. Listed are just some of the duties that can be undertaken by a financial advisor. Yeovil professionals will keep you informed about their full range of services.

Somerset Financial Advice Enquiries

Somerset Financial Advice Enquiries

Latest Somerset financial advice enquiries: Daisy-May Lunt and Fred Lunt in Westonzoyland, Somerset recently asked for information on mortgages. Reeva Perez and Hugh Perez from Radstock recently asked about equity release. Mr and Mrs Sturrock in Henstridge, Somerset recently asked for information on pensions. Hettie Wallace and Freddie Wallace from Crewkerne recently asked for information on life assurance. Emrys Coombes in Radstock recently asked about mortgage advice. Julia Joseph and Tyler Joseph in Long Ashton, Somerset recently asked for information on life assurance. Zakaria and Iyla Plumb in Dundry recently enquired about life assurance. Callie Ryan and Maksim Ryan from Bruton, Somerset recently enquired about getting financial advice. Most of these local people searched for "Garden Fencing Somerset" and located this website on Google or some similar search engine.


Financial Advisors Near Yeovil

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

Yeovil Financial Advice Services

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Financial Advice Enquiries in Yeovil Somerset (01935)
  • Yeovil Tax Advice
  • Yeovil Life Insurance Advice
  • Yeovil Estate Planning
  • Yeovil Financial Services
  • Yeovil Corporate Financial Advice
  • Yeovil Cashflow Analysis
  • Yeovil Retirement Advice
  • Yeovil Cheap Financial Advice
  • Yeovil Financial Advice Quotes
  • Yeovil Pension Advice
  • Yeovil Wealth Management
  • Yeovil Inheritance Advice
  • Yeovil Investment Advice
  • Yeovil Trustee Investments

Financial Advisors Around Yeovil: People who live in the following roads have just recently inquired about financial advice - Burrells, School Close, Sutton Grange, Boundhay, Court Acres, Thatcham Park, Swallowcliffe Gardens, Chessels Close, Bineham Lane, Beer Street, Brookhampton, The Terrace, Springfield Road, The Briars, Thorne Gardens, The Close, College, Bartlett Place, The Hollow, Camel Hill, Artillery Road, The Spinney, Cavalier Way, Coverdale Court, Broadacres, Southway Crescent, Cherry Lane, Bishops Walk, Bicknell Gardens, as well as these Yeovil area postcodes: BA20 1HB, BA20 1DQ, BA20 1PT, BA20 1PZ, BA20 1NU, BA20 1NQ, BA20 1HR, BA20 1RF, BA20 1BD, BA20 1BT. People residing in these local areas recently required help from a financial advisor. Yeovil residents enjoyed high quality and dependable financial services in all cases.

More Yeovil Services: Needless to say, when you happen to be looking at your finances in Yeovil, Somerset, you will likely need all types of different services and aside from a financial advisor in Yeovil, Somerset, you may also need family lawyers in Yeovil, mortgage advice in Yeovil, mortgage brokers in Yeovil, property law & conveyancing in Yeovil, will writing in Yeovil, investment advisors in Yeovil, bookkeeping in Yeovil, contracts lawyers in Yeovil, estate planning in Yeovil, business consulting in Yeovil, business financial planning in Yeovil, payroll services in Yeovil, solicitors in Yeovil, banruptcy lawyers in Yeovil, tax preparation in Yeovil, accountants in Yeovil, debt recovery & collection in Yeovil, and other different Yeovil experts.

To obtain local information regarding Yeovil, Somerset go here

Independent financial advisor in BA20 area, and dialling code 01935.

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(This financial advisor Yeovil content was revised and updated on 01-09-2022)