Fairway Financial Management Ltd aims to build long-term relationships with our clients. By knowing what you want out of life, we can best plan and monitor your finances. This is done through our initial 4-step approach:

• An initial meeting.
  To get to know you better and allow you the opportunity to get to know us. We will take this opportunity to broadly discuss your financial goals and objectives as well as the vital discussions regarding your personal attitude to investment risk.
   
• Detailed fact find
  including completion of a personal risk profiler. This tool allows us to scientifically analyse your attitude to risk which will enable us to tailor our advice specifically to you.
   
• A Personal Meeting
  To present and implement solutions
   
• Records
  We prepare a letter documenting our advice and recommendations and agreement of our review schedule.

Our role
We do not believe that financial advice is merely providing a simple, one-off solution. Keeping a close eye on your long-term investments is just as important as picking the right ones in the first place.

Our regular review meetings ensure that we keep your finances on track to achieve your goals, as well as allowing us to accommodate changes to your personal circumstances which may occur from time to time and may require an alteration in your investment objectives.

Your benefits
We never forget that it's your money we're investing, therefore we are always looking at new and innovative ways to improve our offering to you and help with any issues or concerns. 

As a vital part of our ongoing review program we will ensure that you are kept up to date with legislative changes which may have an impact on you both now and in the future

Click here to find out how to arrange a FREE no obligation consultation