Contact us

0345 319 0005

Book a Financial Review today…

This field is for validation purposes and should be left unchanged.

Book a Financial Review today…

This field is for validation purposes and should be left unchanged.

Book a Financial Review today…

This field is for validation purposes and should be left unchanged.

Estate Planning: Protect Your Legacy, Secure Your Future

At Fairey Associates, we believe estate planning is more than just preparing documents; it’s about creating peace of mind for you and your loved ones.

Whether you are planning for retirement, safeguarding family wealth, or supporting charitable causes, a well-structured estate plan ensures your wishes are honoured and your legacy preserved.

Making a Valid Will

Why Estate Planning Matters

Estate planning is the process of organising your assets, responsibilities, and wishes so they are carried out exactly as you intend. Without a plan, decisions about your estate may fall to the courts, often resulting in delays, higher costs, and unnecessary stress for your family. A thoughtful estate plan can:

  • Protect your loved ones by naming guardians and trustees.
  • Minimise expenses, preserving more of your wealth.
  • Ensure a smooth transfer of assets.
  • Provide clarity for healthcare and financial decisions if you become incapacitated.

Our Approach

We take a holistic view of your financial planning. Our advisers work closely with you to integrate your estate plan into your overall financial strategy. This ensures:

  • Your investments, protection, and retirement accounts align with your estate goals.
  • Beneficiary designations are accurate and up to date.
  • Strategies such as gifting, trusts, and charitable giving are optimised for tax efficiency.

What We Offer

  • Wills
  • Trusts
  • Lasting Powers of Attorney
  • Storage of your legal documents
  • Ongoing Estate planning reviews

Estate planning isn’t just for the wealthy; it’s for anyone who wants to protect what matters most. Let us help you create a plan that reflects your values and secures your family’s future.

Things to Consider
If you require estate planning advice…
What Our Clients Say

  • I didn't know what to expect. I'm still learning about the world of pensions. I felt very comfortable with Peter, his knowledge and advice answered any and all our questions, he even preempted some.

    PL - October 2025

  • Kevin was a top man explained the process, with clarity .Team provided extremely good support

    KM - July 2025

  • Kevin put my mind at rest and stopped me worrying

    KM - June 2025

  • It more than met my expectations with outcomes achieved far more quickly than anticipated. Communication has been very efficient and effective I would certainly recommend Fairey Associates.

    MB - April 2025

  • Whole team was very helpful/supportive. Happy with the service provided by your team.

    SS - March 2025

  • Very likely to recommend

    MH - January 2025

  • Adam was exactly as the said he would be from our first meeting. Very friendly, asked what our needs were from our pensions and explained our options etc, in a way that was easy to understand. Adam made us feel safe in what he could do for us from the start, didn't mind how many questions we asked and l felt comfortable he was going to do the best for us, and he has. I would and have recommend Adam to people in a heart beat, he's very good at his job, but also very nice guy .

    AB - December 2024

  • “Michaela has been particularly helpful over the past year, taking us through the process of entering retirement and reorganising our finances to maximise tax efficiency.”

    MB