Fairey Associates

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", and only then recommending clear and impartial advice around planning, investments, retirement income and so on. We aim to deliver a service that is easily understood and better able to achieve individuals, families and companies financial goals. Sometimes called a holistic approach to financial planning, that means an investment strategy is only a part of the broader equation. Our job isn't complete when a client’s strategy is implemented. We work with clients over the years, as their life plans are refined and change through circumstance. We conduct at least annual reviews to make sure our clients are on track and continue to create, preserve and protect their core wealth. Our specialist areas include: ◦ Wealth management ◦ Comprehensive financial planning ◦ Tax planning ◦ Retirement and pension planning ◦ Post-retirement planning ◦ Investment planning ◦ Estate planning and inheritance tax mitigation (including Wills, Lasting and enduring Powers of Attorney forms etc) ◦ General Insurance (including private Medical insurance, house and contents insurance etc.) Our Central Team are at the following address: Fairey Associates Ltd 1st Floor, Alexandra House 36A Church Street Great Baddow Chelmsford Essex CM2 7HY Tel No. 0345 319 0005 ww.faireyassociates.co.uk Fairey Associates Limited is authorised and regulated by The Financial Conduct Authority (Reference number: 481350). Registered in England and Wales No. 06535124. Address: Mayfield Farm, Hungerdown Lane, Colchester, CO7 7LZ