Higgins Fairbairn Advisory LLP is one of fewer than 300 Chartered Financial Planners in the UK. The firm evolved from the financial services department of Chartered Accountants, Higgins Fairbairn & Co and continues to operate with the same ethos:
Providing a professional service to our clients; putting your interests first.
Our services are structured with a strong commitment to create long-term, mutually beneficial relationships with our clients. As such, our business model uses a simple fee-based structure.
We are completely independent of any financial institution and therefore impartial in our advice and recommendations.
Solicitors, bankers and other professionals appreciate our thoughtful approach to providing financial services. Indeed many of our recent introductions have been recommended by existing clients, including those who have come through our sister firm, Higgins Fairbairn & Co. Another aspect of our business model is that we do not advertise; we prefer to concentrate our resources on our clients’ affairs.
Higgins Fairbairn Advisory LLP is owned by its partners. We constantly strive to provide the best practical advice and guidance within an ever changing regulatory environment.
Our services can be divided into four areas:
• Wealth Creation
We can help you to grow your wealth through implementing a sound strategy based upon a thorough analysis of your options and requirements. We will help you to maximise the return on your assets by recommending the most appropriate solutions for your savings and investments, within your specific risk profile. This will be balanced against a planned reduction of your liabilities. Where appropriate, we can help with placing traditional UK or foreign currency mortgages.
• Wealth Protection
We can help ensure that your wealth is secure. We will advise how best to develop an effective contingency plan to provide financial security in the event of your untimely death or disability. We will also help you to enable the smooth transfer of your assets to your dependents and/or beneficiaries in the most tax-efficient manner.
• Wealth Management
Things change. They always do. Our advice will evolve with your changing needs and circumstances. We will provide you with ongoing proactive management of your assets in order to maximise your returns and/or income. Our advice will take into account your risk appetite, your time horizons and changing legislation.
• Wealth Preservation
We can also ensure that the taxman does not get more than his fair share. Having successfully accumulated your wealth, the last thing you will want to do later in life is to take unnecessary risks with your capital or to pay excessive amounts of Inheritance Tax. We will help you to ensure that your financial affairs are managed prudently. We will ensure that your wealth management strategy plan complies with the relevant legislation and we will also help you to minimise or mitigate your taxation liabilities.
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