Who we are
Fairview Investing was formed in 2019 by highly experienced investment managers and fund experts, with a shared belief of how investment solutions should be provided.
Gavin Haynes - A highly regarded investment professional with over 25 years industry experience. Gavin is recognised as a leading authority on portfolio management, fund selection and asset allocation. Gavin spent 22 years at Whitechurch Securities, Wealth Managers and was Managing Director for 10 years before leaving at the beginning of 2019. Gavin was responsible for heading up the day-to-day management of Whitechurch’s discretionary fund management service for over fifteen years, overseeing £400 million of multi-asset portfolios, managed on behalf of Financial Advisers . During this time the company won a wide range of industry awards for service and performance of investment solutions.
Gavin has been a long-term commentator frequently quoted in the national and trade press regarding investment funds, markets and industry trends. Contact Gavin on 07887 571105 or at gavin.haynes@fairviewinvesting.com
Ben Yearsley - One of the leading commentators in the industry on funds and markets. Ben has a wealth of experience in fund selection, building portfolios and also a specialist knowledge of tax efficient investments. Whilst at Hargreaves Lansdown (for over 15 years) Ben was an integral part of the investment research team, but also headed VCT research and investor relations. Ben helped launch Charles Stanley Direct in 2012 as Head of Investment Research and was responsible for fund research, communications and PR as well as developing the website. Since leaving he co-founded a tax efficient investment company for high net worth individuals as well as chairing the investment committee for a Financial Planning company. Ben has also acted as a non executive director for a fund of funds and as a member of the advisory committee for a multi asset fund manager. Contact Ben on 07980 211193 or at ben.yearsley@fairviewinvesting.com
Why Fairview?
A robust investment proposition is integral to ensure clients receive high quality and consistent financial planning.
But building and maintaining an in-house investment proposition can prove to be both expensive and onerous.
What can Fairview do for you?
Through working with the Fairview consultants you can gain the benefits of employing a well-resourced and highly experienced in-house investment team without the onerous costs.
1. QUALITY. We will help ensure that you are equipped to provide high quality, competitively priced investment solutions to your clients (helping you to attract new clients).
2. PROFITABILITY. We can help increase your profitability, by enabling you to provide in-house investment solutions but not incurring the significant costs of running an in-house investment team or losing revenue to a third party. (Fairview charge a flat monthly fee).
3. TIME. Ensure your time is spent focusing on core strengths of your business, namely providing holistic financial advice and managing client relationships.
4. RISK. Reduce risks to your business and your clients through helping you operate robust asset allocation models high quality fund research.
5. TCF. Help ensure you maintain a strong TCF culture by providing risk management guidelines that will help ensure clients receive suitable investment portfolios that have clearly defined risk profiles and are specifically tailored to your advisory process.
6. COST. Look at how you can provide your clients with the best possible value by helping you put together investment solutions with competitive and transparent fee structures. (ongoing fees will come under increasing scrutiny with mifid ii reporting)
7. VALUE. Help ensure that you are providing a level of investment expertise that demonstrates you are providing your clients value for money