Fallon Associates Limited
2 Hazelton Road
Marlbrook
Bromsgrove
Worcestershire
B61 0JE
Anthony Fallon (Fallon Associates Limited) is an Independent Financial Adviser (IFA), originally established in 1988. Being an IFA means providing a full financial planning and advice service. I advise and arrange financial planning on " anything & everything " to do with your financial affairs. I believe the purpose of any financial planning is to deliver peace of mind and value for money. Accordingly, I have developed an approach to financial planning which helps to ensure both of these objectives are achieved in a way that suits you.
I offer an initial discussion / assessment of your current situation without obligation or charge. To be able to fully advise on your situation, I would like to gather and analyse ALL of your personal information and financial arrangements, together with your needs, objectives and aspirations for the present and the future. All of this information and our discussions are, of course, strictly confidential.
We are Independent Financial Advisers directly regulated by the Financial Conduct Authority.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.