Fairstone Financial Management Ltd

Independent Financial Adviser White Horse House, Crown Hill, Ashdon, Saffron Walden, Essex, CB10 2HA
FCA verified
10th September 2018
We provide a very personal service. Every client is treated as an individual with his or her own priorities
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • 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
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Equity release
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Frank Banks-Seeney BSc (Hons) Dip PFS Certs CII (MP&ER)
Managing Director
adviser-person
Andrew Cohen APFS
Chartered Financial Planner
adviser-person
Bruce Clark AFPS
Chartered Financial Adviser
adviser-person
Richard Shepherd Cert PFS
Financial Adviser
Where to find us

White Horse House, Crown Hill, Ashdon, Saffron Walden, Essex, CB10 2HA

About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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