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Supporting our clients through life’s journey.
Helping your financial plans stay on track, now and over the long term.
Independent Financial Advice
We provide expert advice and professional support to help you achieve your financial priorities and goals. At FairTrade IFA, our core aim is to create long-standing relationships with our clients, based on excellent customer service.
Your adviser will work with you to get a full picture of your circumstances, which will include your goals, assets and liabilities. From this information they will analyse your current and future financial positions. The next step will involve developing a plan to look at the most effective way of meeting your objectives.
After a throurough explanation of our recommendations, if you are happy to proceed, we will implement your plan. Being independent means we have the added benefit to recommend a comprehensive analysis of the market to help you achieve your goals.
Your plan will be reviews at least once a year or at any point if there are changes to your circumstances. This is to ensure your plans continue to match your goals.Â
Get started today
Developing Your Financial Plan
We understand that our clients have unique financial circumstances based on their goals and the value of their assets. By working closely together, we can draw up a bespoke financial plan that delivers for the short, medium and long term.
We can help structure your wealth based on the tax systems and legal frameworks that you are exposed to currently. Our team look to create flexibility and to support and advise you, whatever unexpected and exciting opportunities arise to impact your finances.
We understand how important it is to help our clients structure their wealth appropriately. Our team ensure a smooth and efficient transfer of your wealth to the people that matter to you most.Â
Be more than just a customer in 4 simple steps
1
Contact Us
Get in touch with us via phone, email, or our website. Our dedicated team is committed to providing a personalized service and comprehensive guidance from a dedicated adviser.
2
About You
After your free consultation, we will prepare a financial plan that aligns with your profile and goals. Our straightforward process ensures clarity and transparency, all fees will be fully disclosed.
3
At Your Service
When you are ready to proceed with your financial plan, we will begin the onboarding process. Your adviser and our team will keep you updated throughout the secure application process.
4
Ongoing Support
We will provide an excellent and professional service over the long term. You will receive support, updates, and periodic reviews ensuring your financial plan remains aligned with your goals.
The Benefits of Financial Advice
According to the International Longevity Centre*, financial advice can make people, on average, nearly £48,000 better off in pensions and financial assets compared to those who don’t take advice.
In addition to the monetary benefits, the ongoing support from your financial adviser can give peace of mind that you are making the correct decisions for your finances and future.
*2017 report based on a 10 year period from 2001 to 2006.
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Talk to an Adviser
Find out how you could benefit from our financial planning services, contact us today.
