Fairey Associates Ltd

Independent Financial Adviser  4 Courtlands, Southwater, West sussex, RH13 9AD
First meeting at adviser's own cost
Simple, effective and clear Independent advice without the jargon.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Arun Cooke BA (Hons) APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
What our clients say
This man takes the time to understand what your needs are and then provides the appropriate advice. (Very much unlike previous bank employed advisers.) I have been 100% satisfied with Arun's service, and look forward to the next stage of our planning in the autumn. Highly recommended; no pressure just sensible advice.
Ray, Business Owner, Sussex
Arun was very patient and took the time to make sure all requirements were covered, both in the short and long term. He made the necessary appointments in a timely manner and was extremely good with follow up information. I would highly recommend him.
Theresa, Middlesex
With my retirement looming I was overwhelmed at the prospect of having to find the best deal available. I tip toed onto a site offering advice and struck gold when contacted by Arun. He was incredibly patient and knowledgable about the different options and talked me through everything. I never felt under pressure and now have a much better deal than was offered by other companies.
Barbara, Project Co-Ordinator, Surrey
About us

Arun Cooke is our Sussex based adviser and lives in Southwater, Horsham. He holds multiple advanced qualifications in Investments, Pensions and Financial Planning. Arun is happy to visit clients at their home or place of work at a time to suit you.

Our services

I am a Chartered Financial Planner & Independent Financial Adviser (IFA.) Chartered is the highest and most prestigious level of qualification within the financial services industry, significantly higher than a typical IFA. This means you can be confident you are getting advice from someone who has met the highest professional standards and complies with a strict code of ethical practice.

My aim is to help clients understand, protect and increase their assets.

I act on behalf of my clients, not for any product or service provider and give impartial, independent advice.

Where to find us
Head office address: 4 Courtlands, Southwater, Horsham, West Sussex, RH13 9AD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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