Investments

At the heart of any financial plan is a sound investment base. Fairway Financial Management ensure that your financial plans are based upon investment strategies designed for you and agreed by you.

As investment specialists, we use a variety of the latest techniques, research and financial planning technology to build an investment portfolio that meets your needs and expectations. Depending on your goals, aspirations and attitudes to risk, we work with a range of companies to provide:

WRAP Portfolios

Many clients feel bogged down by excessive amounts of paperwork and numerous contracts. Where appropriate, Fairway Financial Management seeks to deliver the appropriate investment solution for your needs via a Platform or Wrap. A convenient way of managing your money through one portal, using a range of different tax efficient contracts to do so. You benefit from less administration, more efficient charges and a co-ordinated approach to your finances.

PEP and ISAs

Many clients overlook the effectiveness of building a tax efficient fund through their annual ISA allowance. Fairway Financial Management will ensure that your ISA portfolio is best positioned to work for you.

Investment Bonds Onshore and Offshore

For years, Investment Bonds have been used as a panacea by many advisers. Fairway Financial Management utilises a range of effective tools to establish the most effective tax structure for your investment be it onshore or offshore.

Unit Trusts and OEICs

Fairway Financial Management use a wide range of collective investment funds to deliver excellent investment prospects for our clients. By carefully selecting funds to meet your needs we ensure that your investments are best positioned to meet your medium to long term objectives.

Portfolio Management

We never lose sight of the fact that it's your money we're investing. Through our policy of regular portfolio reviews we will seek to work with you to achieve your long term goals. We are also happy to work with your existing professional advisers; accountants, stockbrokers or solicitors, to ensure that this is achieved.

Important Notice:
The value of investments and/or pensions can fall as well as rise and you can get back less that you invested. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.