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  11. Fairey Associates Ltd

Fairey Associates Ltd

Independent Financial Adviser Fairey Associates Ltd, 36A Church Street, Great Baddow, Essex, Chelmsford, CM2 7HY
First meeting at adviser's own cost
Response rating
9.4/10
FCA verified
8th July 2019
I'm experienced and knowledgeable, providing a friendly service that you can trust. My door is always open to my clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Make an enquiry Request a call back 08000 449529 Recommend to a friend
Meet our advisers
Daniel Midwinter FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
He has an extensive and up to date knowledge of investment strategy and tax advice.
Mark, Colchester
Discussed options and various savings vehicles in a clear and relevant language that I could understand
Helena, Colchester
I required advice on my pension fund and by which method I should activate it. I also had a lump sum that I needed to invest where tax was best avoided.
Graham, Maldon
Daniel accurately assessed my risk level and provided recommendations which I followed
Fausto, Colchester
Discussed my plans both now and for the future. Once he understood this he came up with and explained solutions
Candy, Colchester
Daniel was very helpful and knowledgeable about the issues around inheritance tax and how best to manage their money on my parents behalf.
Belinda, Chelmsford
Where to find us

Fairey Associates Ltd, 36A Church Street, Great Baddow, Essex, Chelmsford, CM2 7HY

Make an enquiry
About us

I am one of a very small number of Independent Financial Advisers in the UK who have attained Chartered Financial Planner status. This level of qualification provides my clients with confidence that they are dealing with a professional that they can trust. Financial Planning to me is about listening and fully understanding my clients needs and objectives, talking in plain and simple terms and delivering solutions that are effective. I’m personable and have a successful record in delivering clear advice that my clients can trust. I am happy to meet clients at their home or they are welcome to visit my office just outside Chelmsford.

Our services

I offer advice on Protection, Investments, Pensions and Inheritance Tax. With the basic aim to maximise investment returns, minimise tax and protect wealth. I like to make a difference to all my clients lives. Financial Planning is complex and ever evolving. All areas of financial advice have seen significant changes over the years, none more so than pensions. With all clients I build and develop a bespoke strategy tailored to their objectives, which is continually monitored and reviewed.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

Fairey Associates Ltd is authorised and regulated by The Financial Conduct Authority. It is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 481350.

Make an enquiry Request a call back 08000 449529 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 449529 Recommend to a friend

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