One of the UK's leading firms of Wealth Managers
We are a Multi-award winning, boutique wealth management firm. Our experienced Chartered Financial Planners provide bespoke, truly independent financial advice based on their clients' values, objectives and goals.
We spend a lot of time listening to clients, fully understanding their financial "must haves". Only then do we recommend clear and impartial advice around planning, investments, retirement income and so on. Quality advice to achieve individuals', families' and companies' financial goals.
We aim to deliver a service that is easily understood which is sometimes called a holistic approach to financial planning. This means an investment strategy is only part of the broader equation as we show in the diagram above. Together we will craft an achievable and fulfilling lifetime financial master plan. This ensures you have a clear strategy to help you accomplish your aspirations.
We spend a lot of time listening to clients, fully understanding their financial "must haves". Only then do we recommend clear and impartial advice around planning, investments, retirement income and so on. Quality advice to achieve individuals', families' and companies' financial goals.
We aim to deliver a service that is easily understood which is sometimes called a holistic approach to financial planning. This means an investment strategy is only part of the broader equation as we show in the diagram above. Together we will craft an achievable and fulfilling lifetime financial master plan. This ensures you have a clear strategy to help you accomplish your aspirations.
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We do: Lifestyle financial planning; Goal-based investment management.
We don’t: Make predictions; Manage money without a financial plan; Time the markets Our job isn't complete when a client’s strategy is implemented. We work with our clients over the years, as their life plans are refined and change through circumstance. We conduct regular reviews to make sure our clients are on track and continue to create, preserve and protect their core wealth. Our team of advisers cover the South of England and East Anglia. You can click here to see their details. |
Fairey in the News
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Best of Business of the Year Awards
Fairey Associates win Chelmsford Best of Business Award 2016. This accolade is really important to us as it is awarded solely on the number of reviews that clients or customers of a business have registered, so we feel honoured that our clients have taken the time to show their gratitude for the service we have provided. A big thank you goes out to those of you who did leave a review. Click here to read more. |
Ed Fairey in The Telegraph
Inheritance Tax Planning is complex, but worth doing. We can help people consider all of the option fully, and in a way they can understand. This weekend money article from September 2017 considers one solution, and our Managing Director, Ed Fairey, is quoted. Click here to find out more. Ed Fairey in The Sunday Times
Following the April 2015 rule changes, ‘Pension Freedom’ was (and still is) a hot topic in the press. Our Managing Director, Ed Fairey, was quoted in The Sunday Times. Click here to find out more. 
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Client Testimonials
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I find Paul Richardson a very pleasant person who is easy to understand. He explains things clearly and I feel confident with the advice that he gave me.
JB, Essex, March 2018 The service we received from Daniel Midwinter was second to none. He made the process very easy and explained everything so that we could understand it clearly.
MR and JR, Essex, March 2018 Laura Wilson made me feel at ease at each meeting. Any questions I asked were explained to me very well which enabled me to understand. It was a thorough assessment of my policies and affairs.
CF, Essex, March 2018 I have been very pleased with the information and service that I have received from Daniel Prosser
DB, Essex, March 2018 I would like to say Daniel Midwinter was excellent. Daniel gave me confidence and helped me understand everything. He made the whole process really easy.
JB, Essex, March 2018 Asking Paul Richardson to look at my finances is the best thing I have done. He has done everything I needed any more.
DJ, Essex, February 2018 I am pleased with the exceptional service and resolution to my pension requirements handled by Paul Richardson.
The service and speed at which my situation was resolved was first class. NM, London, February 2018 I was very happy with the service Daniel Midwinter provided. He made it easy to understand and explained all the different options to us. Daniel enabled us to make decisions that suited us.
SW, Essex, February 2018 I found Arun Cooke online by chance, he came and spent three hours with me on the first visit. He has a calm and professional approach. He was very patient and was aware that I was quite nervous as I was investing a substantial amount of money.
TB, Sussex, February 2018 Daniel Prosser clearly and quickly pin pointed my needs and facilitated the actions I needed to take, based on my confidence in his clear articulation of the facts of what I needed to achieve.
A thorough, efficient and professional service. TH, Essex, February 2018 Daniel Francis made the process more straight forward than I envisaged. He answered all my questions and put my mind at ease from the start.
AB, Suffolk, January 2018 I have been very satisfied with the advice that I was give and my investment performance, Ed Fairey and his team are very proficient.
Since 2015 I have had the need to seek further advice on an additional investment and once again the service and advice has been exemplary. JA, Essex, January 2018 |
Chris Cornell was friendly and personable. I found Chris easy to understand and he was efficient.
TG, Essex, January, 2018 I found Paul Richardson helpful and informative without being pushy. Paul helped arrange a transfer to Standard Life.
JS, London, December, 2017 Rob Connell is very helpful and quick to respond.
AB, London, December, 2017 Daniel Francis was very good and explained everything clearly.
Daniel turned up on time to both of our meetings. I found Daniel very knowledgeable and he answered my questions in laymans terms. AT, Suffolk, December, 2017 I found my financial advisor Paul Richardson most helpful during a difficult time in my life. He was supportive with good advice, was a very nice gentleman and was not at all pushy.
The policy risks were explained clearly and I feel like my future is in safe hands. DM, Sussex, December, 2017 Throughout the process we found Laura very helpful, knowledgeable and friendly.
We are confident we have received the best possible advice. CC and NH, Essex, December, 2017 All meetings and discussions with Laura Wilson were conducted in a professional, informative and relaxed manner.
BB, Essex, December, 2017 I was extremely impressed with Laura Wilson's attention to detail, this was reflected in the plan chosen, which obviously took a great deal of time to compile. I also appreciated being kept up to speed on how my pension transfers were proceeding.
Excellent job and very satisfied GM, Surrey, November, 2017 Daniel Francis was extremely helpful, he made the process and my understanding easier than I imagined.
AB, Essex, November, 2017 Daniel Midwinter provided a great service. I couldn't have asked for more.
Daniel was wonderful and explained everything. RC, Essex, November, 2017 Michaela Bond understood our needs and gave us excellent advice. She was very knowledgeable, helpful and professional
RB and DB, London, November, 2017 |
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Tel No. 0345 319 0005
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Fax No. 020 7160 5265
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Alexandra House, 36A Church Street, Great Baddow, Chelmsford, Essex. CM2 7HY
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