Fairey Associates Limited
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​The Enhanced Service
request a discovery meeting
This service is suitable for people:
This service is focused on reviewing you financial plan to ensure it continues to meet your circumstances, aims and objectives.

Designed for people with investments in excess of £50,000 or who are saving at a level where £50,000 will be achieved within the first year of joining service.
What does the service provide?
We set an annual review date which includes:
  • A complete review of your finances and portfolio in relation to your specific circumstances, aims and objectives
  • A re-evaluation of your attitude to investment risk
  • Advice regarding how to save or spend in the most tax efficient manner and maximise your allowances
  • The option to update your portfolio to the new portfolios following our annual review of our investment methodology
Our partnership:
What you can expect from us:
  • We will write to you once a year with a performance review of your investment portfolio and the offer of a meeting for a full review
  • To remove the hassle for you with your financial planning
  • To free up your time (arguably your most precious commodity)
  • A focus on results geared to your financial goals
  • Value for money
What we expect from you:
  • Input and commitment to the financial planning process
  • Telephone calls and emails responded to
  • To ask questions if anything doesn't make sense
  • Honest feedback about our service
​Throughout the year we provide:
  • A watching brief of investment markets aiming to identify early signs of any economic changes leading to a significant shift in markets.
  • End of year tax information
  • Help and advice should your circumstances change in any way
​What do we charge for the enhanced service?
Our Charges are split into two:
One off initial charge

At the start of the relationship there is often a lot of work to be done understanding aims and objectives,
what policies and investments are already held and organising things accordingly with a clear strategy for the future. We charge a percentage of the initial monies being invested to establish your portfolio.  This is 
1% to 3.5% of monies invested.

This is a one off charge which is not made again even when investments are changed as part of the on-going investment management process.
Any new investments however, are subject to an initial charge.

VAT may be payable 

On-going charge

We charge 1% a year to manage money and provide the on-going service. This way our interests are aligned with that of our clients.


VAT may be payable





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. Registered Address: Mayfield Farm, Hungerdown Lane, Colchester, CO7 7LZ

© Copyright Fairey Associates Limited 2025
Core Values & Business Practices - November 2022
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Equality and Diversity
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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 >
      • 2025 >
        • What’s happened so far in 2025?
        • Trump and Tariffs
      • 2024 >
        • Economic Mailer End of 2024
        • Budget 2024
        • Consumer Duty 1 Year on
        • Economic Mailer Q1 2024
        • Economic Mailer Q2 2024
      • 2023 >
        • Autumn Statement 2023
        • Venture Capital Trusts - October 2023
        • Economic Mailer Q3 2023
        • Economic Mailer Q1 2023
        • Budget 2023
        • Economic Mailer Q2 2023
        • Mid Year Market Review - June 2023
        • Consumer Duty - July 2023
        • Bed and ISA Strategy - August 2023
    • Careers
  • Services
    • Financial Protection
    • Investment Management
    • Pensions and Retirement
    • Tax Planning
    • Estate Planning
  • Testimonials
  • Community
    • Charity Events
  • Links
  • Contact Us
    • Complaints
    • Offices