An Associate Partner Practice of St. James's Place Wealth Management
Arrundale Financial Planning
Fay Arrundale
B.Sc(Hons) MBA APFS Cert CII (MP)
I have a huge passion for really getting to understand my clients' lives today and their aims for the future so that I can build robust plans to help take them where they would like to go. I really enjoy playing an important role in the journey of their lives.
About
I joined the financial services industry in 1998, immediately after graduating from University with a First-class honours degree in Business Management Studies. Between 1998 – 2014 I worked in Corporate Strategy roles for three global banks and a local building society. Whilst working I also completed my Masters in Business Administration (MBA) at Warwick University Business School.
After the births of my two children, I took the decision to move away from corporate life and spent time exploring my passion for education and managing money by publishing a book ‘7 Steps to teaching your child to save; A parent's guide to raising financially independent children’. I thoroughly enjoyed the process of writing but quickly recognised that I needed to gain my professional qualifications in Regulated Financial Planning, in order to bring my technical knowledge up to date.
When I was approached by St. James's Place Wealth Management, I felt an instant connection to their values and ethics and knew I wanted to become a Partner Practice in order to give my clients the support I would receive.
I feel extremely grateful that my parents taught me how to manage my personal finances and I want to be in a position to help others to manage theirs so that they can spend more time doing the things they love.
Based in Warwick, we provide financial planning services to individual clients and small to medium sized businesses across the Warwickshire, Oxfordshire and Birmingham areas.
We work with people who believe it's important to have a financial plan in place, however don't necessarily have the time needed to dedicate towards keeping their plans up to date.
After the births of my two children, I took the decision to move away from corporate life and spent time exploring my passion for education and managing money by publishing a book ‘7 Steps to teaching your child to save; A parent's guide to raising financially independent children’. I thoroughly enjoyed the process of writing but quickly recognised that I needed to gain my professional qualifications in Regulated Financial Planning, in order to bring my technical knowledge up to date.
When I was approached by St. James's Place Wealth Management, I felt an instant connection to their values and ethics and knew I wanted to become a Partner Practice in order to give my clients the support I would receive.
I feel extremely grateful that my parents taught me how to manage my personal finances and I want to be in a position to help others to manage theirs so that they can spend more time doing the things they love.
Based in Warwick, we provide financial planning services to individual clients and small to medium sized businesses across the Warwickshire, Oxfordshire and Birmingham areas.
We work with people who believe it's important to have a financial plan in place, however don't necessarily have the time needed to dedicate towards keeping their plans up to date.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Fay Arrundale
39 Griffin Road, Warwick, CV34 6QX
Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
Fay has been my financial adviser for over 2 years during which time I have been extremely pleased and impressed by the service and support she has given me. She explains the sound advice that she gives with great clarity. One of her real talents is her ability to make me feel relaxed and secure when organising my finances. I would certainly recommend her to anyone.
Private Client
I'm delighted with the advice and support I have received from Fay and would not hesitate in recommending her to anyone having previously had a poor experience with a financial adviser. Fay has totally restored my confidence as well as sorting out the mess! thank you so much Fay!
Susanna Fieldhouse | Risk and Quality Manager
Fay has provided advice and financial planning to help us plan for our future. I would definitely recommend her to anyone.
Kate Rose
Fay is friendly, caring and professional. I have complete trust in Fay and it feels like Fay actually cares about what happens to my money. I would highly recommend Fay.
Steve Lowe | Management Accountant, Leicester
I find it really easy to talk to Fay about my finances, even when I know there are things that I should have put in place but haven't, I never felt that she judges me, she genuinely wants to be in a better financial place and have a plan that works for my life.
Donna Kerr | Marketing
Fay has provided a fantastic service, personalised to our needs after discussion. She has given us good advice and we trust that she has tailored our package to support our goals. Her service and support have been superb and we know our investments are in safe hands. Her friendly and approachable nature makes discussions easy and we would recommend her highly.
| Teacher
My experience with Fay Arrundale financial advice has been excellent and given me lots of help when I needed it most.
Name Supplied | Retired, Birmingham
I don't have a second's hesitation recommending Fay to my family and friends because I know and 100% trust that they will be in such safe and honest hands. As well as being outstanding at what she does and providing the highest quality service, Fay is such a lovely, caring person.
Catherine Corby | Warwick
Fay combines professionalism and a depth of knowledge and experience with a warmth and passion to find the best financial planning solutions for her clients. It has been a pleasure working with her and I look forward to her continuing support and advice in the future. I will definitely be recommending her to others.
Emily McArthur | Counsellor, Leamington Spa
Why Choose St. James's place?
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Fay Arrundale
Arrundale Financial Planning