About Us

Fairway provides advice to both individuals and companies on all aspects of financial planning, through a long-term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

Whether it be investment advice, retirement planning, taxation strategies, taking out a mortgage or looking to remortgage, releasing equity, or reviewing your mortgage/life cover we have many years of experience in finding the most suitable solution for our clients’ needs.

We provide advice and help following a personal / business financial review which take place at your convenience. Usually, a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

This is the start of our relationship, and we then meet with you on a regular basis to review financial performance and understand your ongoing requirements. We then adapt your plan, as time moves on and circumstance change.

Please note:

• The Financial Conduct Authority does not regulate taxation advice.
• You may have to pay an early repayment charge to your existing lender if you remortgage.
• Home reversion plans and lifetime mortgages are complex products. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.
• Your home may be repossessed if you do not keep up repayments on your mortgage.
• When investing your capital is at risk.