Wealden Times | WT265 | June 2024 | Education Supplement inside

The experts at Financial Advice & Services (FAS) explain how their highly qualified team
of independent advisors can help clients piece their financial puzzle pieces together
istockphoto.com/FotoMaximum
What does FAS do and how long
has it been established? We are
a long-standing independent firm
of Chartered Financial Planners,
renowned for our ethical, friendly,
professional, and proactive approach
to holistic financial planning. With
offices in Folkestone and Maidstone,
for the past 33 years, we have advised
wealthy individuals and businesses
across Kent and the South East.
What does it mean to be
independent? We are very proud of
our independence, which is twofold.
Firstly, we are independently owned,
which makes us free from any corporate
ownership, network or investment
company/platform influences. Secondly,
we are independent financial advisers
(as opposed to restricted advisers)
which means we have the freedom to
recommend financial products spanning
the whole of the market. We are not
restricted to only recommending
products from certain providers or a
single company which means there
are no limits to the breadth of services
we can offer clients. This makes FAS
completely unbiased and unrestricted.
Can you tell us about your
Chartered Status? FAS has been
awarded Chartered status in recognition
of our commitment to professional
excellence and integrity. Industry gold
standards are not awarded lightly; the
Chartered Insurance Institute sets this
benchmark at the highest level based
on advanced qualifications, an overall
commitment to continuous professional
development and adherence to an
industry standard Code of Ethics. Our
corporate title is not simply recognition
for passing examinations or paying an
annual fee; it is a public declaration
of our commitment to excellence
and quality in everything we do.
Can you tell us a bit about your
team? Our diverse team consists
of experienced, highly qualified and
skilled Chartered Financial Planners,
Paraplanners and Administrators
who, over the years, have been
handpicked for their dedication, team
spirit and client-centric focus. We all
work closely together for the good
of our clients. We prioritise client
relationships, ensuring our focus is
to always provide quality advice and
exceptional service. All staff are integral
to the running of the business and
there is a mutual respect amongst
colleagues for the role everyone plays.
What range of tailored financial
planning services can you offer to
clients? FAS offers a comprehensive
range of services including Wealth
Management, Retirement and Tax
Planning Services. We can also assist
clients with Divorce, Trusts, Long
Term Care and Business Planning.
Our Wealth Management Services are
all managed internally and are backed
by our own recognised Advisory and
Discretionary Investment Service
propositions, overseen by the FAS
Investment Committee that has
been established for over decade.
Our robust ongoing client review
service ensures the continued
suitability of our advice, investment
proposition and platform provider
at client level. We regularly meet
with clients and assess these areas, in
line with individual circumstances,
making changes where necessary.
What lies ahead for FAS? It sounds
a bit of a cliché but we thoroughly
enjoy what we do and feel we really
make a difference to people’s lives.
We have wonderful clients, and we
get to meet some very interesting
people. Over the past 3 decades,
we have forged many long-standing
relationships, so we have become
involved in a lot of inter-generational
planning, looking after children,
grandchildren and so on. Furthermore,
our industry is continually evolving,
and we have learned to evolve with
it. As our business continues to
grow, we will continue to recruit
like-minded individuals, invest in
technology, adapt and streamline our
processes to ensure we remain efficient
and focused on what we do best!
To speak to a member of the Financial
Advice & Services team, and for more
information, see financial-advice.co.uk
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