About Kyle Penn – Fairstone Financial Management

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Fairstone Financial Management Ltd provides independent financial planning to individuals and businesses to help them achieve their long term financial goals and objectives.With over 650 highly qualified advisers, such as myself, and staff across over 40 locations nationwide we assist over 70,000 clients with their financial planning needs and objectives. That is a responsibility that every member of the Fairstone team takes very seriously, which is why we are rated number 1 on Trustpilot for wealth management in the UK. Our clients benefit from a full service offering which includes retirement planning as well as wealth and investment management, all of which we can typically provide at a 60% lower cost than the market leader through our transparent and flexible fee structure.As a business we are committed to quality and delivering exceptional client outcomes, which has resulted in Fairstone continuing to carry a Defaqto 5 star rating for our core managed investment portfolios.
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

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