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.
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.
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.
Paul has helped me for many years. Always with good advice.
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.
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.
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.
I specialise in redundancy and retirement planning. My aim is to grow my clients wealth whilst providing flexibility and tax efficiency.