Fairstone Financial Management

Independent Financial Adviser Fairstone Financial Management Ltd, 11 Alva Street, City of Edinburgh, Edinburgh, EH2 4PH

Response rating

7.0/10

10th December 2018

We are a firm of Chartered Financial Planners offering wealth management solutions.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Taxation planning

Meet our advisers

Richard Mein

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Michael Archibald

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Paul Johnson

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations

What our clients say

Paul took great trouble to understand my financial requirements and carefully guided me through the investments I already had in place ensuring they fitted in with my overall risk strategy. He always keeps me advised on progress and is always available by appointment when I require advice out with my annual review.Paul has a very pleasant manner, Is always on time and interested in what is happening within the family.

Christine Kneale, Edinburgh

Paul took time to understand what we were seeking to gain from the investment, what access we may need to the invested funds and also any short term cash provision we might have to set aside. He also took time to understand our attitude to risk and what degree of control we might want to have ourselves on the management of the investments. This enabled Paul to identify appropriate investment options for our needs.He also explained the tax implications of types of investments and identified how we could make these as tax efficient as possible. He then arranged all the paperwork to enable the funds to be set up. We were also struggling to get a bank to agree to open a Trust bank account for us- Paul managed to sort this for us.

Brian Sydney, Blantyre

Paul took time to get to know us as a couple, our financial situation, our employment / retirement situation. He asked a lot of questions to get us thinking about the future and our financial requirements. He very quickly got a handle on our particular circumstances.

Rosemary Frew, Kirkcaldy

Paul has helped me for many years. Always with good advice.

Betty Nicol, Kinross

I can't think of anything we have been unhappy with. Paul conducted all our meetings in a professional, but friendly manner. He was attentive to our thoughts, opinions and preferences. His recommendations were presented in easy to understand format, supported by background detail. Investments were processed in a timely manner and we received confirmation from the investment companies at an early date.

Robin Page, Edinburgh

I received a clear picture of my options and the pro's and con's of those options allowing me to decide how to take my pension forward to my best advantage. Paul displayed a clear understanding of my drivers.

Mark Griffiths, Callendar

Where to find us

Fairstone Financial Management Ltd, 11 Alva Street, City of Edinburgh, Edinburgh, EH2 4PH

About us

Fairstone Financial Management Ltd is one of the UK’s largest Chartered Financial Planning firms.
We are a national firm of Independent Financial Advisers providing holistic financial planning advice to address your financial needs from cradle to grave.
At Fairstone we understand how important it is to make the most of your money. However, it is how we deliver tangible results to our customers that make us unique.Our team of advisers takes responsibility to make a positive and significant impact on the financial health of our customers.We achieve this by taking an expert look at all of your finances to see where real benefits can be made, from the smallest increase in investment return to the largest possible saving.

Putting this another way, we create transparent solutions that are designed to save money, make money and increase your financial protection. Not only that, but we will review your plans on a regular basis to guarantee that your finances stay in the best possible shape.

We are truly independent and are always working on your behalf
We have access to the whole of the market meaning your choices are unlimited
We deliver advice in a simple and straightforward manner.

Our services

I specialise in redundancy and retirement planning. My aim is to grow my clients wealth whilst providing flexibility and tax efficiency.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Website

Contact options

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