Fairey Associates Limited
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    • Becoming a Client
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      • Coronavirus Update 23.03.2020
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Becoming A Client - The Discovery Meeting

Our initial meeting will be held at one of our offices. We will discuss your needs, requirements and plans. You will want to see if we are right for you, and vice-versa. After this meeting, which takes an hour or so, we can then both decide if we wish to move to the next stage.
Fee: There is no cost for this meeting, it’s at our expense.


Stage 2 is where we will spend time gathering all of your financial information. If you have a lot of existing plans this can take some time! We may ask you to sign authority forms which will allow us to access information on the plans you hold. Then we can see how appropriate they are for you.


    In order for the initial meeting to be productive we will send you a starter pack via email.
    Pease complete the simple form below to allow us to contact you and prepare.

    *Compulsory items


    Investable assets such as pensions, ISAs, OEICs etc
    Before tax is deducted and include salary, dividends, other income etc.
SUBMIT
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as such by us and held in accordance with the appropriate date protection requirements. You agree that such a personal information may be used to provide you with details of services and products in writing, by email or by telephone.

LEGAL


COOKIE POLICY


PRIVACY POLICY

Fairey Associates Limited is authorised and regulated by The Financial Conduct Authority

The Financial Conduct Authority does not regulate Will Writing and does not regulate Inheritance Tax Planning.

Registered in England and Wales No. 06535124. Address: Mayfield Farm, Hungerdown Lane, Colchester, CO7 7LZ

© Copyright Fairey Associates Limited 2022
Core Values and Business Practices
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Equality and Diversity
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Privacy Notice
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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
  • About
    • Our Team
    • Becoming a Client
    • News Articles >
      • Historic Articles
      • Budget 2021
      • Investment View 2021
      • Coronavirus Update 23.03.2020
    • Careers
  • Services
    • Financial Protection
    • Investment Management
    • Pensions and Retirement
    • Tax Planning
    • Estate Planning
  • Testimonials
  • Links
    • VC Portal
  • Community
    • Charities
    • Charity Events
  • Contact Us
    • Offices