Independent & Holistic

Fairey Associates takes an independent and holistic approach to planning your finances, using the best solutions to help you achieve your aims and objectives.  Our specialist areas include:

• Comprehensive financial planning
• Tax planning
• Retirement and pension planning
• Post-retirement planning
• Investment planning

• Estate planning and inheritance tax mitigation
• Life assurance
• Health insurance - income protection and critical illness cover
• Private medical insurance
• Wealth management​

The value of your investments can go down as well as up, so you could get back less than you invested.

Service Proposition

We are aware that one size does not fit all.  We provide two levels of service designed to cover most clients requirements:

The Enhanced Service

The Standard Service

Our Services

Click below to view more details on some of our Services

Pensions & Retirement

Investment Management

Tax Planning

Financial Protection

Estate Planning