Frequently Asked Questions FAQs

If seeking advice from banks, building societies and specialist brokers many will talk you through the different options available but then leave it up to you to decide which product to take. This is called non-advised, and relies on your reading the information or listening to guidance to make your own decision. Generally speaking they won’t be assessing whether a specific product is suitable for your own needs or situation, leaving you with fewer rights to complain or claim compensation if the product is unsuitable.

Receiving regulated advice from an independent financial adviser, like Falcon Trade, however, means that you will receive personalised recommendations based on your own circumstances, and the information that you have given.

There are numerous times throughout life that you will find yourself needing financial advice. From planning your retirement to provision for your loved ones on your premature death.

Some examples of when you may feel the need to seek advice are listed below;

– Need Help Making Certain Decisions
Complex and time-consuming issues

If you are dealing with financial issues that can become complex and time consuming, the help of an independent financial adviser can be invaluable. They should have the expertise to help advise on the best course of action, taking your current and future plans into consideration. This is something that we do at Falcon Trade and we offer a complimentary initial meeting to discuss your needs, so you can see what the benefits of using us are.

You want to make sure that you are taking advantage of any tax reliefs or allowances available

If you want to take advantage of and/or find out what is available to you for tax reliefs and allowances, independent financial advisers are well equipped to help, and ensure your plans are put in place and reviewed maximising these benefits.

– Investments
If you are thinking of investing in shares, unit trusts and other investments you may feel like you have the knowledge and confidence to buy these directly from a broker, provider or fund supermarket without getting advice, especially if you feel like you just want to top up what you already have.
However, these products may be more complex to understand and it’s not always easy to predict the outcome or how they work, whether you could impact any benefits or missing tax reliefs and allowances elsewhere.

If you do not seek advice then you are also likely to be limiting your options, and risk putting yourself in a situation where the product you choose is not suitable for you.

You can make deposits from the deposit section of your user dashboard, After which you can pick an investment plan that suites you

Falcon Trade Corporation is regulated and has been duly licensed by the UK Government with Registration Number FC025422