Fairstone Financial Management (City) Limited

Independent Financial Adviser  114a Amhurst Road, London, E8 2AG
First meeting at adviser's own cost
I am a Chartered Financial planner providing Independent Advice from whole of market research provided to clients only after understanding their individual needs though listening and discussion.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 22nd November 2021
Meet our advisers
MR Russell Waller APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
Russell is always quick to respond and comes back with responses and options for me. He explains them in easy to understand language and although I am not from the "finance world" I come away with a grip on what he's told me and confidence in his recommendations. Previous advice re pensions and mortgages have worked put well.
Louise Montgomerry, Brixton
Russell always makes sure I understand what is happening to my investments and the reasons behind any decisions made. His approachable manner and clear elucidation of the issues makes our meetings a pleasure.
Gary Whittaker, Walthamstow
My Wife and I have been advised by Russell Waller for the last 20 years on what the best pension strategy has been for us and I can only confirm that we have always been well advised as our pensions have grown at a very nice rate at times exceeding that which would be expected! The advice and periodic changes have always been easy to effect and have caused us no inconvenience whatsoever. The pension market is obviously vast and it is of great value to know that you are being advised by someone who understands our requirements perfectly and who also has a wealth of experience. Yours Sincerely, Nick Byrne
Mr Nick Byrne, Hatfield Heath, Herts
About us

Fairstone Financial Management (City) Ltd Based in the City of London near Liverpool Street. We are part of the Fairstone group and recently rebranded from Equus, established 1998. I have been dealing with clients since 1987 as an adviser and have over 300 clients ranging from corporate to individual. Whole of Market and totally independent to ensure I offer the most competitive service within the market place.

Our services

Provide whole of market independent research delivered to the client after recording and understanding their needs. First meeting free of charge to allow both parties to fully understand how and what is required. A tried and tested process over 26 years of personal experience dealing with clients needs. A full report provided to act as record of what was completed.

Where to find us
Head office address: 114a Amhurst Road, London, E8 2AG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£251,000
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 22nd November 2021

Similar advisers near you

Independent Financial Adviser 0 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
 
Independent Financial Adviser 0.34 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.57 mi
Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
 
Independent Financial Adviser 0.74 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.