Creative Financial

Fairway Financial Planning

We are a small firm of friendly independent financial advisors based in Edgbaston, Birmingham.

We provide bespoke independent financial advice and wealth management services to individuals, business owners and trustees. We provide advice on retirement planning, wealth management, investments, mortgages and protection.

We recognise that sound business relationships are based on mutual trust and professionalism. Consequently, our consultative approach places your needs central to the services we offer. Our aim is to be completely transparent in all our dealings with both existing and prospective clients. We look to create long term relationships with our customers and provide ongoing review services. We will regularly re-assess your financial plan and modify it as your circumstances change, or markets, products and legislations evolve.




Chris Phillips Dip PFS - Independent Financial Adviser

Chris Phillips Dip PFS - Independent Financial Adviser

E: chris@fairwayfinancial.co.uk

T: 07946 540727

Chris is one of the founding directors of Fairway Financial Planning.

He has nearly 30 year's experience of working in the financial services industry.

Immediately after completing his degree in Chemistry at Birmingham University in 1988, Chris embarked on a career in Finance. Three years at KPMG as a trainee Chartered Accountant provided a solid grounding before he moved over to the world of Financial Planning.

Four years at Royal Sun Alliance enabled Chris to establish himself before he took the final step of becoming an Independent Financial Adviser in 1995. Nearly 30 year’s later Chris retains the same fundamental principles that he had from the outset enabling him to offer clients the comprehensive financial advice service that he is proud to provide today.

When he’s not at work, Chris enjoys playing hockey and golf as well as watching any kind of sport. He’s married to Diana, and has two children Lucy & Marcus who are both at university.




David Blake Dip PFS - Independent Financial Adviser

David Blake Dip PFS - Independent Financial Adviser

E: david@fairwayfinancial.co.uk

T: 07783 772871

David is also a founding director of Fairway Financial Planning.

He graduated from the University of Birmingham with a degree in Chemistry.

He first started in the financial services industry in 2010 as a paraplanner. He is now an Independent Financial Adviser, having qualified in 2016.

He has a wealth of knowledge as a financial planner – including pensions, investments and tax planning. He utilises a blend of his knowledge of financial planning, cashflow modelling and detailed financial analysis. This provides clients with a clear overview of their finances both now and in the future, rewarding them with peace of mind that their financial objectives will be achieved.

Outside of the office David enjoys spending time with his family. He’s married to Emma and has a young son, Alex. You can find them most weekends out running or cycling together.




Ariella Watson

Ariella Watson - Trainee Financial Adviser & Paraplanner

E: ariella@fairwayfinancial.co.uk

Ariella studied English Literature at Aberystwyth University before starting her career with a financial advice firm in Stourbridge. She completed her Diploma in Financial Advice in 2021, before joining us in 2022 as a Paraplanner.

When Ariella isn’t working, she loves spending time with her husband, friends and family, going for long walks with their dog, Bertie, and (during the warmer months!) loves to go camping, particularly in North Wales.




Laura Lee-Menday

Laura Lee-Menday – Administrator

Laura is our newest member of the team, she joined us in May 2024. She has worked in the financial advice sector for over 10 years. Laura spends her time outside of work with her husband Stephen and their two children, Ivy and Zac. They enjoy going out for walks together in the summer, and day trips to the beach when they can.