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.
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.
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.
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.
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