Fairstone Financial Management Ltd

Independent Financial Adviser  White Horse House, Saffron Walden, Essex, CB10 2HA
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FCA authorised
Last authorised 8th March 2021
We provide a very personal service. Every client is treated as an individual with his or her own priorities
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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Buy to let
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Buying commercial property
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Equity release
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Next home / Remortgaging
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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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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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Taxation planning
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Commercial mortgages
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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
Meet our advisers
MR Bruce Clark AFPS
Chartered Financial Adviser
MR Richard Shepherd Cert PFS
Financial Adviser
MR Andrew Cohen APFS
Chartered Financial Planner
MR Frank Banks-Seeney BSc (Hons) Dip PFS Certs CII (MP&ER)
Managing Director
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.

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

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

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