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Comprehensive solutions to help guide you through life's journey.
Our Wealth Management focuses on forming strong and lasting relationships to support you in achieving your goals and financial wellbeing.
Discover your financial options.
Whatever your priorities are planning for the future, creating an income, preserving your wealth, or protecting your family, we are here to help.
At FairTrade IFA, whether you choose a discretionary or an advisory service we always ensure your advice is bespoke and that your portfolio is in line with your attitude to risk and financial objectives.
We offer common-sense, clear, trustworthy, and personalized advice. Our advisers leverage their expertise, transparent approach, and high levels of compliance to deliver excellent customer service and efficient solutions.Â
Get started today
How We Work With You
Our advisers listen carefully and ask the right questions to fully understand your goals, preferences and attitude to risk.
We will conduct a comprehensive review of your current situation, providing you with a thorough analysis and independent assessment of your circumstances.
You will receive a comprehensive financial plan with personalised recommendations aligned with your financial goals. All aspects of the plan and associated fees will be fully explained.
Your adviser will monitor your situation with detailed annual reports and reviews. They will be available throughout the year to answer your questions and address any concerns or changes in circumstances.
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.Â
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
Contact our financial experts today and receive a free financial review
