One of the UK's leading firms of Wealth Managers
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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. |
Tax Year end 2018/2019
Time is running out - lock in your tax breaks before 6th April 2019.
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National Garden Scheme - Open Garden Day 2019
We are delighted to be sponsoring the Essex National Garden Scheme booklet for 2019. Click here for further details of our most recent event.
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Citywire's Top 100 Firms for 2018.
We are grateful for our position on Citywire's list.
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:You can find the links on many of our advisers profiles.
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The Autumn Budget.
"Monday 29th October saw an Autumn Budget that was anticipated to be both the ‘Brexit budget’ and the ‘Post-Austerity budget’..." Click here to read our full statement.
October 2018 Market Review."2018 has, as ever, been a year of change. Whether at home with Brexit or overseas with the US presidency, an air of uncertainty has caused markets to falter, first in early spring and more recently, in the past week..." Click here to read our full statement.
Our FCA Registered Individuals.Please follow this link to check the FCA Register Profile for Fairey Associates Limited.
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Our Client Testimonials
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"...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..."
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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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