FACET Investment Management Ltd

Independent Financial Adviser  2 Charlwood Court, Crawley, RH11 7XA
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FCA authorised
Last authorised 10th January 2022
We are an Independent Financial Advisor & Discretionary Fund Manager, offering Independent Financial Advice, Wealth Management, Later Life Planning & Mortgage Advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
Meet our advisers
MR Chris Fernyhough MCSI Chartered Wealth Manager
Director
MR Gary Richardson DIP PFS DIM MIFP
Senior Financial Adviser
MR Alexander Young BA(HONS) CERT PFS MIFP
Technical Analyst
Mr Paul McFarlane
Independent Financial Advisor
Mr Mark Richardson
Independent Financial Advisor
About us

FACET has been established for over 30 years.

Our excellent financial planning includes:

Identifying our Client's objectives,
Recommending a well structured plan,
Reviewing that plan regularly and making necessary changes

Until we succeed at helping our Client achieve their desired objectives.

We specialise helping Clients in retirement, or helping them plan to get there, protecting their assets for themselves or loved ones and investment advice and management. We aim to provide a full range of financial services enabling clients to have full control of their finances both now and in the future.

We are also authorised directly by the Financial Conduct Authority (FCA) to undertake discretionary fund management.

All costs will be discussed at your first meeting, which will be free of charge.

Our services

Good financial planning is reviewing all of our clients finances as a whole, rather than limiting to one or two areas of focus.

When meeting a Client for the first time, we help them identify their financial objectives and create an effective plan to achieve their objectives.

We help Clients plan for Later life with Later life mortgage borrowing and estate planning.

We encourage regular meetings to ensure they stay on track to meet their objectives.

We recommend Clients invest in a wide spread of cash, property and other investments, to help ensure they maximise opportunity for growth, during good times, and offer a safety net when times get tough.

We recommend suitable investments, tax wrappers and consider potential tax implications and plan how to overcome those liabilities.

The result of doing these things, we hope to help our Clients build a legacy, which is protected from unwanted third parties and unnecessary taxation, so it can one day be passed on to their loved ones.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

FACET Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN) 131372.
Registered in England and Wales, Registration Number 01931757

2 Charlwood Court, County Oak Way, Crawley, RG1 5HG

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