Financial Advice & Services

At Financial Advice & Services (FAS), we are dedicated to providing our clients in Kent and the South East with the utmost clarity and peace of mind concerning their financial matters. With a steadfast commitment to maintaining the highest standards of professionalism, ethics, and transparency, we have cultivated a reputation for excellence over the past 30 years. With offices in both Folkestone and Maidstone, we pride ourselves on being a friendly and approachable firm of Independent Chartered Financial Planners. Our exceptional level of service and technical expertise has earned us the respect of businesses, business owners, and professionals throughout London and the South East.

Our Services

At FAS, we offer a comprehensive range of tailored financial planning services for both businesses and individuals. Our expertise in investments and savings enables us to assist our clients in achieving the best possible returns on their hard-earned money. We specialize in retirement planning, offering a comprehensive service designed to provide peace of mind for a fulfilling life after work.

Our tax planning service is an essential part of what we do at FAS. We meticulously analyze our clients' financial situations to identify opportunities to minimize their tax liabilities, thereby maximizing their financial wellbeing.

In the event of divorce, we provide expert pre and post-court settlement pension planning, as well as a complete review of our clients' finances. We collaborate with our clients and their legal advisors to ensure a fair and equitable distribution of assets and income.

Our mortgage and protection service offers a full review designed to help our clients secure the best possible deal for their mortgage and protection needs. Our extensive experience in dealing with Trusts ensures that our clients receive the best possible advice, while our robust review service guarantees full compliance with the Trust Act.

At FAS, we take our role as financial planners for our clients' businesses seriously. We assist companies, employers, and employees in all aspects of financial planning, providing technical expertise, professionalism, and exceptional levels of service.

Our History & Values

For nearly three decades, FAS has served the South East as a leading financial planning firm, offering advice on pensions, savings, investments, and more. We understand the importance of building trust with our clients, and we pride ourselves on our integrity, honesty, and transparency. As a Chartered firm of Independent Financial Planners, we offer our clients the "gold standard" of financial planning, combining technical expertise with exceptional levels of service.

Chartered Status & Independence

As a Chartered firm, FAS is committed to upholding the highest standards of professionalism, technical competence, and ethical behavior. We are proud to be an independent firm, providing impartial and unbiased financial advice to our clients. Our financial planners are highly qualified professionals, who are dedicated to providing the best possible advice and service to their clients.

Investment Committee

Our Investment Committee comprises highly experienced professionals, who bring their wealth of knowledge and expertise to the table. We carefully analyze market trends, identify opportunities, and develop investment strategies designed to maximize our clients' returns.

Careers at FAS

At FAS, we pride ourselves on being a fantastic place to work. We offer our employees a dynamic and supportive working environment, where they can develop their careers, and contribute to the success of the firm. If you are an experienced financial planner, looking for a new challenge, we would love to hear from you.

Supporting Local Charities

At FAS, we are committed to giving back to our local communities. We support a number of local charities, providing financial support and volunteer time. We believe that by supporting our local communities, we can help to make the world a better place for everyone.

Partners

At FAS, we work closely with a number of key partners, including legal advisors, accountants, and business owners. We believe that by collaborating with our partners, we can provide our clients with the best possible advice and service.

Wealth Matters

Our Wealth Matters blog is dedicated to providing our clients with the latest news, views, and insights on all things financial. We believe that by keeping our clients informed, we can help them make better decisions, and achieve their financial goals.

Testimonials

At FAS, we are proud of the testimonials we receive from our satisfied clients. We believe that by providing exceptional levels of service, and technical expertise, we can help our clients to achieve their financial goals.

As a client of FAS for over 20 years, I have successfully developed numerous business interests during this time. Now acting as a consultant to business owners, I insist on the involvement of FAS as advisers to companies, employers, and employees in all aspects of financial planning. The technical expertise, professionalism and level of service you will receive from FAS are exceptional, and in my opinion, are unrivaled. Another satisfied client said, "I have been a client of FAS for many years and have always found their guidance and advice invaluable. Their professionalism, expertise, and commitment to their clients are second to none."