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Karen Fairy Wealth Management Limited profile image

Karen Fairy Wealth Management Limited

Nottinghamshire

We pride ourselves on providing the best service to our valued clients. We can provide financial planning to Private clients and also to our Business clients. Our services include pension planning, pension reviewing, Auto Enrolment requirements for businesses, savings and investments, protection for personal clients and also for Business clients. We look at inheritance tax planning for our clients. We focus on a quality service which leads to long standing professional relationships.

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Hear from
a professional

What do you love most about your job?

Meeting new people all of the time. Being able to walk away from a client knowing that you have helped and guided them in an area which sometimes can be a bit daunting for them. You gain someone's trust and they become clients for life along with their family members, you almost feel like you have become part of their extended family. Gaining their trust is a massive part of making my business work, they have to discuss things about their finances that probably even their own families aren't aware of. Recognition of your gained trust is when a friend of theirs calls you to say you have been recommended, that's when you know you have done a good job for your client.

What inspired you to start your own business?

After many years in a bank I became institutionalised, albeit I loved being part of a big bank for many years I was always inquisitive as to what it was like in the big wide world. The opportunity came for me a couple of years ago and have never looked back. The freedom of being able to spend as much time with your clients as they need, instead of being ruled by hourly slots in a bank. The face to face service that my clients love in the comfort of their own home or environment. The flexibility of being able to see a client out of normal business hours to suit their own commitments. You can truly give excellent customer service that your clients want and deserve.

Why should our clients choose you?

Every client has different circumstances and different levels' of understanding and want you to fit around their needs. My approach is flexible whilst remaining professional and can offer a multitude of services for them. I am married and have three children and I totally understand life's challenges and can relate to what we have to deal with in our everyday life and therefore I am realistic as well in my approach.

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How confident are you managing your finances?

Somewhat confident

How old are you?

30-49

Which service(s) do you require?

Investment advice, Retirement planning

What is your approximate annual income before tax?

£80,000 or more

What is the approximate total value of your cash savings and other investments?

£50,000 to £99,999

In which location(s) would you like to meet the advisor?

At the advisor's office

How confident are you managing your finances?

Not confident

How old are you?

50-59

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£20,000 to £29,999

What is the approximate total value of your cash savings and other investments?

Less than £1,000

In which location(s) would you like to meet the advisor?

At my location

How confident are you managing your finances?

Not confident

How old are you?

18-23

Which service(s) do you require?

Investment advice, Retirement planning

What is your approximate annual income before tax?

£10,000 to £19,999

What is the approximate total value of your cash savings and other investments?

£1,000 to £4,999

In which location(s) would you like to meet the advisor?

At the advisor's office, Internet or phone (no face to face meeting)

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Reviews

5.00/5.00

based on 22 reviews

The average rating for Bark Independent Financial Advisors in Nottingham is 5.00, based on 22 reviews.

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