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  7. Fairstone Financial Management (City) Limited

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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 22nd November 2021

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