Fairstone Financial Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- Remortgage
- Residential
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
White Horse House, Crown Hill, Ashdon, Saffron Walden, Essex, CB10 2HA
Established 33 years ago. 4 advisers with a wealth of experience - advising individuals and small businesses in the Cambs/Essex areas.
Highly qualified in specialist areas of
Personal Pensions,
SIPPS,
Flexi Access Drawdown,
Occupational Pension Transfers,
Investments,
Inheritance Tax and Trusts.
Life and Critical Illness insurance
Fully Independent - not restricted - advisers.
We will see you at our offices near Saffron Walden - or at your home or office. the first discussion - by phone, email or face to face will normally be at our cost; i.e. no charge to you.
Specialist in pensions advice - for tidying up old pensions, advising on up to date new pensions legislation and flexible drawdown as well as final salary scheme transfers and annuities.
Andrew Cohen, Chartered Financial Planner, is a specialist and recognised adviser to USS (Universities Superannuation Scheme) members and has advised Cambridge University staff and senior academics since 1983.
Our investment process enables clients to select from a wide range of options - from simple basic funds - to Discretionary fund management. We advise on low risk as well as more adventurous funds e.g. VCTs, EISs and Inheritance tax plans.
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