How To Become a Fairey Associates Client:
You can send us a letter, give us a call or complete our Discovery Meeting form - whichever is most convenient.
From here, we will contact you and arrange an initial phone call with one of our Financial Advisers.
From here, we will contact you and arrange an initial phone call with one of our Financial Advisers.
Initial phone call:
This phonecall will establish to see if we are best suited to help with your financial planning needs. The Adviser will ask questions to clarify our understanding of your current situation. There will be an explanation of how we go about gathering the necessary information needed to assist you with making the correct financial decisions.
Assuming you like what you hear, and we feel we can "add value" and not waste your time, we can arrange an initial meeting, usually at one of our offices, for a mutually agreeable time.
This first meeting is often referred to as a "Discovery Meeting".
Assuming you like what you hear, and we feel we can "add value" and not waste your time, we can arrange an initial meeting, usually at one of our offices, for a mutually agreeable time.
This first meeting is often referred to as a "Discovery Meeting".
There is no cost for this initial phonecall, our time is at our expense.
Preparing for your first Discovery Meeting:
We will confirm the time and date of your discovery meeting by email. This email will also include a list of relevant documents we require you to gather in preparation. The more relevant documents you can bring, the more effective the meeting will be.
If you are ever in doubt about what to bring, our office is only a phonecall away and our staff will always be more than willing to help in any way they can.
If you are ever in doubt about what to bring, our office is only a phonecall away and our staff will always be more than willing to help in any way they can.
The Discovery Meeting:
As a company, we value our relationships with our clients above all else. The discovery meeting will be an opportunity for both parties to break the ice and for you to find out what Fairey Associates stands for as a business. After these initial introductions, we can start the discovery element. We will lead the meeting and discuss your financial requirements, aspirations and plans for the future. We will also explore your risk tolerances in some detail ("attitude to risk") and your full financial and family situation (often called a "fact find"). As we go through the meeting we'll also refer to the documentation you compiled before the meeting.
We will also cover our fees, our credentials and answer any further questions you may have.
If we both like what we see and hear, and want to go to the next stage, we'll seek your approval to be appointed as your wealth manager. That means you instruct us to begin work on preparing your personal plan to address your stated objectives and our agreed areas from this meeting.
We will also cover our fees, our credentials and answer any further questions you may have.
If we both like what we see and hear, and want to go to the next stage, we'll seek your approval to be appointed as your wealth manager. That means you instruct us to begin work on preparing your personal plan to address your stated objectives and our agreed areas from this meeting.
There is no cost for this meeting, our time is at our expense.
One size does not always fit all. We provide two levels of service designed to cover most client requirements.
Click on a service to find out more.
Click on a service to find out more.
