About Fairstone Financial Management Ltd

UK top-rated Independent Financial Planners specialising in pre and post retirement financial planning for individuals and small businesses
In April 2021, we became a regional office of Fairstone Financial Management Ltd. This has resulted in us having more time to look after our clients, as much of the regulatory work is done by our head office. It also means that we have the backing of one of the UK's biggest Chartered Financial Planning firms, but you still get the feel and experience of dealing with a small friendly team.We specialise in providing face-to-face investments, pensions and protection advice. Our strategic business planning team can help companies increase profits and control their taxes. We are remunerated by a choice of retainer; fee or commission. We have been independently voted as one of the top IFAs in the UK.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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