About Fairey Associates
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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. |
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We do: Lifestyle financial planning; Goal-based investment management.
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We don’t: Make predictions; Manage money without a financial plan; Time the markets.
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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. |
Our FCA Registered Individuals.Please follow this link to check the FCA Register Profile for Fairey Associates Limited. Our registered FCA number is 481350.
What being "Chartered" means to us."To put this professional standard into the context of other areas that you may be familiar with, the Chartered status is the equivalent to..." Click here to read our full statement.
Find Reviews For Many of Our Advisers on:
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Nominated Charity for 2024
Each year Fairey Associates nominate a charity where all feedback provided will accumulate £10 per response. At the end of the year we will communicate the total amount donated in that year.
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You can find the links on many of our advisers profiles.
Our Client Testimonials
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"... I would like to thank Paul and the team at Fairey Associates Ltd for helping me make my transition to a more comfortable semi-retirement..."
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"...Chris provided a thorough and patient explanation of financial possibilities for my situation. He listened and was respectful of my goals..."
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"...I compliment you on following up so reliably. So often these days, in my experience, promised follow-up doesn’t materialise, or at least not in a timely way..."
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