EN
The FairTrade IFA Client Journey, recieve trusted advice for a better future.
Achieving successful financial outcomes for over 35 years. Our team pride themselves on delivering results by understanding your vision for the future.Â
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.
Consistent Advice You Can Trust
The team are available to answer any questions from day one, providing the personalised service that sets us apart from other Financial Advisers.
By understanding your needs and goals we make sure the products and services we provide are precisely tailored to suit you.
No complex online forms, no call centres, just one-to-one support and guidance from our qualified and experienced advisers.
Our simple no obligation process is completely free.
01.
Contact Us
The personal touch from FairTrade IFA.
Contact us by phone, email or by completing an enquiry on our website.
One of the friendly team will give you a quick call, taking a few preliminary notes to ensure your appointment is scheduled with the adviser best suited to work with you and serve your needs.
Understanding your needs and goals, and having a long-term partnership is central to our business. Our initial aim is that you benefit from your first appointment with an adviser who understands your priorities.
02.
About You
The foundation of our working relationship.
Your telephone, video or face to face appointment will be at a convenient time for you and will enable your adviser to gain a comprehensive understanding of your unique circumstances.
Our team will use your information to develop a tailored plan that matches your profile, requirements and meets your goals.
Our aim is to ensure you fully understand how any recommendations can help meet your goals. Additionally, we introduce you to our company, elaborate on the risks, related benefits, our regulatory framework, operational methods and fee structure.
03.
At Your Service
How we simplify the next steps.
After throughly listening and asking the right questions, our team will develop a tailored and transparent recommendation that aligns with your financial and lifestyle objectives.
Your detailed report will be sent to you securely. This will give you a full breakdown of the fees associated with the implementation and servicing of your finances. It will also help you understand how and why the products have been chosen.
We will arrange a meeting to discuss our advice with you to make sure it is fully understood and right for you. At this point we can also speak to your family, beneficiaries, tax advisers, accountants etc. Or if need be, we can introduce you to our trusted partners in their respective fields.
If you decide to proceed, it's time to take the next steps. Our application process is secure, efficient and designed to minimise any hassle. Your adviser and their support team will review your application promptly and we'll keep you informed throughout the process.
04.
Ongoing Support
Excellent ongoing client service.
Congratulations, you are now onboarded as a valued client of FairTrade IFA!
Our advisers pride themselves on responding to any questions in a timely manner. We are happy to communicate in any way that suits you by video call, phone and email.
All our ongoing advice will also be fully FCA regulated prior to our advisers communicating it to you, ensuring that the recommendations we provide are robust.
We also provide regular updates, educational resources and personalised advice to help you make the most of your financial journey. This may be via one-to-one meetings with your adviser, from our trusted partners, or communication about relevant insights and webinars.
As life evolves, so can your plan, with our continuous support and guidance ensuring your finances are working towards achieving your goals.
Client Charter
Excellent customer service and our clients’ priorities are central to everything we do.
All communications will be easy to understand and jargon free.
Finding the right solutions that meet your goals is our top priority.
The costs of any products recommended will be fully and clearly outlined.
Any recommended products will be fully compliant with FCA regulations.
By working together, we will simplify the management and control of your finances.
We will listen, learn and improve from any feedback we receive.
Get started today
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 advisers today for trusted professional advice.
