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. |
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Find reviews for many of our Advisers on:
The appropriate links are on our Advisers individual pages.
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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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