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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Chris provided a thorough and patient explanation of financial possibilities for my situation. He listened and was respectful of my goals. He erred on the side of conservatism, which for my current situation is possibly for the best. I look forward to my investment performing well and to our yearly review meeting.
JM, London, August 2018 To date, I have been happy with the prompt help I have received in transferring my pension monies and additional capital to new investment funds, which are much more tax efficient. I would not have been able to organise my financial affairs without this support and advice.
AP, Norfolk, August 2018 Very satisfied to date that information provided suits our financial situation. Smooth Transition from our old adviser to Daniel.
GW, Norfolk, August 2018 More than pleased with the help you have given me on such a difficult time in my life. Many thanks Michaela.
CS, Essex, July 2018 I am emailing you regarding Daniel Francis. I am unable to express how kind and helpful he has been in a time of extreme distress to myself and my wife regarding a pension scheme. He gave us the correct advice in a manner that was easy to understand when no one else could.
In one day he answered all our questions and in a very understanding and caring way, despite it being unwelcome news it clarified the matter and has at least enabled us to move forward. Could you pass on both mine and my wife’s gratitude and thanks and please feel free to publish this review on your website. SS, Essex, July 2018 Laura has provided an excellent service with great attention for detail both verbally and written. Look forward to continuing a very professional relationship.
GK, Essex, July 2018 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.
You have been spot on every time in getting back to me with updates within the timescales you have specified, and I’m very grateful to you for your courteous and professional approach. Without wishing to embarrass you or patronise you in any way at all, I will say that you are a credit to Fairey Associates. DP, Essex, July 2018 We have found Michaela to be empathic, considered and professional in her role as advisor. Her ability to listen, reflect and impart information has been useful and supportive, particularly as we move significantly closer to a period of our lives, retirement, which is important to us in terms of personal dignity and relative autonomy.
SK, Suffolk, June 2018 Great advice that has enabled me to clear debt, move house and invest for a good future pension.
PC, Essex, June 2018 I’d like to mention that my experience as a client at Fairey Associates with you & Ben Hyland, has been nothing but wonderful & I would be very happy to get in touch should I need to make any investment in future.
EJ, London, June 2018 Clearly explained options and a pleasure to deal with.
TJ, Essex, June 2018 Have had excellent results so far.
AM, Essex, May 2018 Many thanks to Michaela for guiding me through the system.
CD, Norfolk, May 2018 A little too early to say how the investments will grow, but a positive experience in initial meetings and the setup of policies.
FP, Essex, May 2018 An excellent service, pleasantly delivered and efficiently carried out.
MK, London, April 2018 |
Coming to see a financial adviser was something I found daunting, but both advisers I have seen were very friendly and have put me at ease. They took the time to explain things clearly.
CG, London, April 2018 I have complete confidence in Chris Cornell and I'm very happy to go along with his recommendations.
WB, Essex, April 2018 I am really pleased with the services provided by Fairey Associates and Laura Wilson in particular. Nothing was too much of a problem and she repeated anything I needed clarification on. She has also kept me updated as things have progressed.
JW, Essex, April 2018 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 |
Click here to read more of our client testimonials.
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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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