Dedicated to offering an outstanding level of personal service

Managing your assets most effectively

Investing can be a difficult business: how do you manage your assets most effectively, and choose the right investments in today’s volatile markets? Well, at Mayfayre Financial Services we can help you put all the pieces of your investment puzzle together in a way that suits your own ambitions and circumstances. Our aim is always to provide you with the very best advice and range of options to enable you to achieve your investment goals.

We believe it’s important for you to clearly understand how investments can work differently, depending on whether you’re looking to create either longer-term capital growth or regular income. A very common danger is for investors to become too subjective and emotionally attached to their investments, when objectivity would allow them to make more rational and sensible investment decisions. We can provide our clients with just this sort of objective viewpoint: offering clients an alternative, more objective view of their investment options, in order to help them make wiser decisions. We make it our business to examine the many, many investment vehicles currently available, so that we are always in a position to be able to recommend the very best ones that will suit our clients’ particular needs. If you choose to become one of our clients, we will also provide you with regular investment reports and updates using our own ‘in-house’ reports system.

We undertake a ‘high level’ analysis before offering any investment advice

We also ensure that every client understands how their assets have been allocated (sometimes without much planning) to different types of investment vehicle, and what the particular characteristics of each client’s ‘mix’ of investments are. As a matter of policy, Mayfayre makes sure that we undertake this ‘high level’ analysis before offering you any more specific investment advice, so that your overall investment approach is optimally adjusted to suit your future plans and needs. All our subsequent investment recommendations will be based on this initial analysis. We also always provide you with clear and comprehensive reasons as to why we recommend a particular investment or strategy, so that you’ll always be always fully involved and ‘up to speed’ in your own investment strategy and portfolio decisions. Having agreed your overall investment strategy, we can then go on to handle your tactical investments as suits you best.

Another area of investment planning that Mayfayre takes very seriously is managing a client’s wealth and investments in the most tax-efficient way possible. We make sure we stay up to date with all current financial and fiscal legislation so that you can benefit financially, or at least limit the financial ‘downside’ of any new legislation, wherever possible. In order to achieve optimal tax efficiencies, we also try to work as closely as we can with a client’s existing accountants and solicitors. Alternatively, we can often help a client to find or select an effective accountant or solicitor through our handpicked network of local professionals. We would particularly recommend that you appoint such a professional, if you don’t already have one, if any investment strategy we recommend for you might involve the setting up of a Trust of some kind.

Our task is to keep abreast of changes in the investment markets and in the relevant regulations concerning taxes and legal issues. Together we decide the strategy while our task is to implement the tactical plan.

The Financial Conduct Authority does not regulate tax advice.
The value of investments can fall as well as rise.
You may get back less than you invest

Start Your Financial Journey

At Mayfayre, you can be certain you’ll always receive an outstanding level of personal service – because we treat every client as a potential or actual friend. Personal financial planning can be a complex business. It will often involve a client in important decisions concerning their financial future. For this reason, we always try to talk plainly and in common sense terms whenever we discuss important financial matters with a client. We are also committed as a firm to making sure that communications with our clients, whether written or verbal, are always clear, honest and open.

Get In Touch


 

Mayfayre Financial Services Logo

Contact Details:

Free Phone: 0800 840 7143
Tel: 01823 778 143
Fax: 0871 4310364

Mayfayre Financial Services Ltd
20 High Street, Taunton, Somerset. TA1 3PJ

FRN 466859