Investments & Savings

Get your investments working for you

Imagine you are about to set sail across the Atlantic. If you simply point your vessel towards your chosen destination and run the motor, it will not be long before you veer off course. Indeed, the slightest change in wind or movement of waves can send you completely the wrong way.

Investments work in a similar way. They need regular care and attention, making sure they are kept on the right track. Even a small reduction in management fees or increase in investment performance could make a big difference over time.

That’s where we can help. Our specialist investment team can regularly review your portfolio to make make sure you are running a tight ship going forward, eliminating unnecessary waste and areas of underperformance. Alternatively, if you are looking to start the journey of investing, then we can give you the best possible start.

FAS is directly authorised by the Financial Conduct Authority and operates completely independently. For nearly three decades, we have been helping clients plan for their future, with many success stories. You can rest assured that our investment management and advice will place your interests first.

Our investment planning service includes:

Tax Efficiency

Save tax by structuring your investments more effectively. This can be as simple as using your annual ISA allowance, or it may involve sophisticated investments such as EIS and VCT plans.

Capital Growth

Start saving for the future, or find out if you can improve the investment returns on your portfolio. Investing in growth assets can help to protect your money against inflation.

Investing For Income

Invest in dividend-producing assets to supplement your income. Dividends and interest can be combined with regular capital withdrawals to create an efficient income strategy.

Diversification

Invest across a wide range of asset classes, geographical regions and industry sectors. Diversifying your investments can help to enhance returns and reduce risk.

FAS Investment Committee

FAS has built an enviable reputation, providing quality holistic financial planning advice to individuals and businesses. At the heart has been a consistent and disciplined approach to investment management. Our experienced Investment Committee has constructed individual portfolios with the needs and objectives of our clients firmly in mind.

Find out more

Start a conversation

Your finances are a very personal, private matter, so you need a relationship with an experienced financial planner who will instil confidence and trust. That’s why we invite you to start a conversation with us. Simply get in touch via phone or via our website contact forms, to arrange a free, no-obligation financial consultation with a member of our team.

Get in touch

In the many years we have been with FAS we have always been extremely pleased with the management of our portfolio. We find the team is very proactive, flexible and delivers sound advice, always based on our personal circumstances and objectives which are reviewed at least twice a year.

FD, Business Owner

Download our guide to wealth management…

Is your wealth eroding from unnecessary taxes and fees? Are sufficient safeguards in place to protect your estate from unnecessary investment risks? Download our free guide to find out more about our approach to wealth management here at FAS.

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Start a conversation

Discover how we can help you gain the clarity you need for your finances…

It never hurts to have a conversation. Call or email us today, to arrange a free, no-commitment consultation with our team to start getting the most out of your finances.

Get in touch

Meet the team

Experienced, Chartered Financial Planners in the South East…

There is a genuine desire to help clients make the right choices, to steer them in the right direction and to provide reassurance along the way. This is what sets us apart.

Meet the team