Fairstone Financial Management Ltd

Independent Financial Adviser  Chiltern Court, Wendover, Buckinghamshire, HP22 6EP
First meeting at adviser's own cost
We offer an independent, personal level of service delivering the highest standards of client care and advice.
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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Buy my next home
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Equity release
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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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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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Accident & sickness
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Critical illness
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Healthcare
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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 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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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
John Osborne BSc FIA DipPFS
Chartered Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Accreditations
Chartered Financial Planner
Richard Gommo MA (Cantab) DipPFS
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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.

Andy Fell
Chartered Financial Planner

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

Accreditations
Chartered Financial Planner
What our clients say
You made things seem a lot less complicated than we thought they might be! So happy we found Hase Osborne to help us.
Mrs H, Beaconsfield
About us

Hase Osborne brings together three friendly, well-qualified advisers and a highly-experienced support team providing top quality financial planning and high levels of personal service. Established in 2003, we now manage client assets of £100M and pride ourselves on the loyalty and referrals of our existing clients but are always happy to meet with potential new clients, offering an initial meeting with no obligation and conducted at our expense, to help you evaluate whether we are the right team of independent financial planners for you.

Our services

We are Chartered Financial Planners specialising in retirement planning and investment management for private individuals and owner-managed businesses, aiming to deliver services which deal with the financial planning issues most relevant to you. Whether you already have a number of financial products or are taking the first steps to plan your future, we can offer a service that's right for you.

Where to find us
Head office address: Chiltern Court, Back Street, Wendover, Bucks, HP22 6EP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th July 2020

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