Fairstone Financial Management Limited

Independent Financial Adviser  14 The Redlands, Stone, Stone, ST15 8PX
First meeting at adviser's own cost
Chartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
We can advise you on
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Annuity purchase
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.5/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Richard Hollington DipPFS
Director & Advisor

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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 assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Chartered Financial Planner
What our clients say
Richard gave me the confidence to take up his advice on how best to invest my savings by taking time to explain in detail my investment plan. My only experience in the financial world has been with Cash I.S.A.`s and bank saving. I value highly his professional attitude. What could Richard have done better? I could not fault Richards presentation, attitude nor skill in advising my investment plan.
John, Staffordshire
At our initial meeting Rick carried out a thorough review of my circumstances. He clearly explained costs, risks and options and created a portfolio for me that reflects my attitude to risk. I was most impressed by Rick’s immediate and effective resolution of my pension issues. Rick is always contactable for advice and guidance and responds in a professional, timely and approachable friendly manner.
Karola, Shropshire
I was very impressed with the quality of Ricks' advice, particularly on pensions. I find him extremely responsive. I know my many questions will be answered in a professional and timely manner. In recent months I have had the opportunity to compare his service with that of my fathers long standing financial advisor and Rick compares very favourably. Professional. Attentive. Responsive.
Phil, Powys
About us

Richard Hollington is a Chartered Independent Financial Adviser at Fairstone Financial Management who lives and provides advice to clients throughout Staffordshire and Cheshire.

Our services

YOU are the focus of our advice: You, your life, your family, your future.
Our understanding of your current circumstances is the first step to the formulation of a financial plan that aims to help you meet your future needs.

Where to find us
Head office address: 14 The Redlands, Stone, Stone, ST15 8PX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 22nd February 2021

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