Financial Advice & Services Ltd is committed to providing and upholding the highest standards of care and professionalism. The CII Code of Ethics underpins how we run our business and interact with everyone we come into contact with. You can view our
Our business is truly independent and directly authorised with The Financial Conduct Authority. We are not part of a Network and we do not outsource any part of our business to external parties. Everything is dealt with internally so we control what we do for our clients without any outside influence or interference. We all work closely together and strive to achieve a common goal which is to really look after our clients and their financial arrangements, at all times.
We employ dedicated Paraplanners who provide valuable technical support and report writing skills in all areas of financial planning, whilst continuing with their own studies and development. Our experienced team of Administrators are responsible for ensuring that all new business is processed smoothly and efficiently, whilst dealing with ongoing administration.
Who We Are
Through working closely with accountants and solicitors over the years, a large number of clients have been introduced to Financial Advice & Services Ltd and it is testimony to the high regard and trust in which our company is held that we continue to receive so many introductions from fellow professionals. This opinion is also upheld by existing clients who frequently recommend us to family members, friends and colleagues.
Many of our clients are business owners or Partners in professional firms. However, we consider ourselves fortunate to have a diverse client bank and continue to advise clients in all walks of life. Although based in Folkestone, our clients are widespread with many living throughout the UK.
Our qualified team of Advisers and Paraplanners continually strive to improve their technical knowledge by gaining further examinations each year. We all appreciate just how important it is to remain abreast of the financial markets and the performance of investment houses and their funds. It is by keeping up to speed with current events and the frequent changes within our working environment that we are able to provide clients with the advice and service they deserve. In times of uncertainty, we can only be confident in the reassurance we offer clients if we have a good understanding of what is happening within the financial sector.
As Independent Financial Advisers we are totally independent of any financial institution. We are directly authorised and regulated by the Financial Conduct Authority and are not members of a network or partly-owned by an insurance company. This ensures our advice is truly impartial and unbiased.
Our duty is to act for our clients in the financial services marketplace. This duty requires us to ensure that the advice we give and any product we recommend is the best suited to a client’s particular circumstances.
We tailor advice to the needs of individuals and businesses. We do not sell products, but instead prefer to forge long term relationships with clients built on trust and understanding. We provide a high level of service, not only at the outset of a relationship but on an ongoing basis, with regular reviews and newsletters.
Provided you are happy for us to act as your Adviser, we will ask you to give us permission to request further information on current policies, whilst at the same time transferring their servicing from any other financial adviser to us.
You will be provided with a detailed report confirming our discussion and we will put forward recommendations for any alterations, improvements or new policies that we believe you require.
Financial Advice & Services Ltd is part of an elite group of IFA firms in the UK to have been awarded the prestigious Chartered status in recognition of our commitment to professional excellence and integrity. Industry gold standards are not awarded lightly; the Chartered Insurance Institute (CII) 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.
At FAS we are very proud of our Chartered status in recognition of our achievements to date but this is not just what sets us apart from other Advisory firms. Our corporate title is not simply recognition for passing examinations or paying an annual fee; it is indeed a public declaration of our commitment to excellence and quality in everything we do as Financial Planners. Our Advisers are not only highly qualified but have years of relevant experience within our industry, which is acknowledged and well respected by everyone we have dealings with.
Financial Advice & Services Ltd is committed to providing and upholding the highest standards of care and professionalism. The CII Code of Ethics underpins how we run our business and interact with everyone we come into contact with.
How We Are Paid
We have been a fee based IFA practice since 2004. Our fees can be agreed either using a flat rate or an hourly rate, the choice is yours. Either way we will provide confirmation of what we will charge you in advance of any work we undertake.
FAS have set the bar high as a Chartered Firm of Independent Financial Advisers since 1991 across Kent and the South East.
With FAS, it's our business to think ahead with a clear, ethical and unbiased approach that puts our clients first, always.
FAS take the time to listen and get to know our clients; part of a customer focused philosophy that will never go out of fashion.
Friendly, professional and technical; whatever the case, with the help of FAS you'll be able to face the future with confidence.
