We are a small firm of friendly independent financial advisors based in Edgbaston, Birmingham. At Fairway Financial Planning we provide a wholly independent, client focused, financial advisory service. At the heart of our practice is the aim to help our clients achieve their desired financial goals.
We provide bespoke independent financial advice and wealth management services to individuals, business owners and trustees. We provide advice on retirement planning, wealth management, investments, mortgages and protection.
We would be happy to provide a free initial consultation to gather information regarding your current circumstances. We look at the big picture to show where you are financially, identify your future objectives and implement a plan to help you achieve your goals.
We offer investment advice services to assist our customers through their various life stages, whether it's saving towards your retirement, a house purchase or your children's future.
We will assess your circumstances and take into consideration any assets, investments and existing pensions provisions to provide you with a retirement forecast and identify any shortfalls
We can advise you on your mortgage requirements whether it is a new purchase, remortgage, raising additional funds or a buy to let property. Mortgages can be complex; we can guide you.
The aim of life assurance cover is to provide money for people who financially depend on you. We can help you to take a step back and see the bigger picture by assessing your priorities.
Tax planning will likely be a key component of successful financial planning for most people. Let us work with you to help maximise any tax planning opportunities and become tax efficient.
