SAVINGS AND INVESTMENTS

The performance of investments and their income generation can both decrease and increase. It is possible to recover less than your initial outlay.

The tax implications of investments can vary based on individual circumstances and may change over time.

Please note, the Financial Conduct Authority does not regulate advice regarding offshore investments and cash deposit recommendations.

Managing your investment portfolio can be both challenging and time-intensive. Entrust your portfolio to a Fairway Wealth Partners accredited Wealth Manager, and feel assured that it's managed by competent professionals.

At Fairway Wealth Partners, our partners expertise in investment strategy and planning is extensive. Our skilled partner advisors are adept at identifying savings and investment avenues that best match your unique financial situation. Catering to a broad spectrum of clients at various investment phases, we offer personalized investment portfolios designed to meet your specific requirements.

Our partner firms conduct comprehensive analyses of investment fund performances across the financial sector to pinpoint the options that best serve your needs. Our Partners mission is to navigate you through the complexities of investing, providing innovative and enlightening strategies.

Our process begins with a personal consultation with one of our accredited investment specialists, aimed at gaining a thorough understanding of your financial goals, aspirations, and requirements. Recognizing the complexity of investment products for those not in the financial sector, we dedicate time to elucidate recommended options. We strive to ensure you are well-informed and comfortable with how your investment portfolio operates.

Fairway Wealth Partners appointed Wealth Advisers also offer guidance on maximizing the tax efficiency of your investments, keeping you abreast of any regulatory changes that might affect your portfolio.

Investment in Trusts is not regulated by the Financial Conduct Authority.

OUR PREFERRED PARTNERS SPECIALISE IN A VARIETY OF INVESTMENT OPTIONS INCLUDING:

• Individual Savings Accounts (both Investment and Cash ISAs)
• Unit Trusts and Open Ended Investment Company (OEIC) funds
• Savings options with banks and building societies
• Onshore and Offshore Investment Bonds We also support clients interested in regular savings to accumulate capital.

After establishing your investment portfolio, our partners continuously review its performance and refine the strategy as necessary to enhance your investment returns. The review frequency will be determined at the beginning of your engagement with one of our partners. Fairway Wealth Partners will clearly outline the available service packages and any associated costs from the start.

CONTACT US NOW - contact@fairwaywealthpartners.com