Face the future with confidence…

Clarity and peace of mind over your finances – these can both be yours. Start plotting your course today and let us take you in the right direction.

A company you can trust and rely on

A Chartered firm of Independent Financial Planners serving Kent and the South East.

We are very proud to be able to offer our clients the “gold standard” of financial planning. For 30 years, we have successfully built the reputation of being a friendly, professional and ethical firm of Independent Chartered Financial Planners.

With offices in Folkestone and Maidstone, our unbiased and transparent approach to holistic financial planning is widely recognised. We are well respected by clients, business owners and fellow professionals in London and throughout the South East, who rely on us to provide quality advice by combining technical expertise with an exceptional level of service.

Discover who we are and how we can help in 60 seconds…

We offer a range of tailored financial planning services for businesses and individuals.

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Investments & Savings

As specialists in our field, we help you to achieve the best returns from your savings and investments.

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Retirement Planning

We offer a comprehensive retirement planning service to give you peace of mind for a fulfilling life after work.

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Tax Planning

This is an integral part of what we do at FAS. Through careful tax planning, we can help minimise the amount you pay.

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Divorce

We provide expert pre and post court settlement pension planning as well as a complete review of your finances.

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Mortgage & Protection

Take advantage of our full review service, designed to help you get the best possible deal for your mortgage and protection needs.

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Trustee Service

FAS has extensive experience in dealing with Trusts so you are in safe hands. Our robust review service will ensure you remain fully compliant with the Act.

Having been 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 is exceptional and in my opinion, is unrivalled.

AI, Business Owner, Folkestone

Wealth Matters

October 3, 2024 in Financial Planning

Our Approach to Client Reviews

Valuation and data collation The review process begins with gathering information from various sources to create the client valuation report, which serves as the foundation for our meetings. Our systems…
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FAS Brochure

Helping with pensions, savings, investments and more.

Since 1991, FAS has served the South East as a leading financial planning firm. Learn about why you can trust us, how we’ve helped others and why our approach to financial planning is unique.

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