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  11. Fairstone Financial Management Ltd

Fairstone Financial Management Ltd

Independent Financial Adviser  Fairstone Financial Management, Shepton Mallet, BA4 6RQ
First meeting at adviser's own cost
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
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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Bad credit
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Building your home
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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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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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EEA
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Rest of world
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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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Sharia finance
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Long term care
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Response rating
9.1/10
phone Show number
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
Mr Gavin Crisp
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

What our clients say
Gavin was very professional and gave me the confidence that he knew what he was talking about, his actions following our meeting proved that right.
A Cripps, Hampshire
Has provided us with excellent service and is always available to answer our questions or queries.  Thank you.
Brian, Corsham
Knowing where to invest your hard earned money can be worrying especially if its a relatively new experience and when disclosing personal finance details you need to have trust. I found our Fairstone advisor (Gavin) helpful, knowledgable and trustworthy as he patiently explained all options, the advantages and disadvantages and potential outcome for each. Being both professional and friendly was reassuring - he kept to his word and followed up queries and questions.   I have no hesitation in recommending this company for peace of mind and security and am comfortable that I made informed choices supported by an experienced advisor from an accredited organisation.
Amanda, Sturminster Newton
Good communication, helpful staff, so far, sound advise
Jane, Bognor Regis
About us

Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.

At Fairstone we understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.

Our key services include: investment management, estate planning, retirement planning, mortgages and corporate financial planning.

Our services

We regularly analyse the marketplace to deliver only the highest-quality product options to our customers whilst ensuring that every customer is offered the widest possible choice of financial products and services.

The entire customer journey is conducted in a friendly yet professional manner, with an efficiency that demonstrates how we go the extra mile in delivering unfailing customer satisfaction.

Every interaction is customer-centred, with individual and specific advice designed to identify and develop a solution which is unique to each customer.

Where to find us
Head office address: Fairstone Financial Management, Shepton Mallet, BA4 6RQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Fairstone Financial Management Limited is authorised and regulated by The Financial Conduct Authority

FRN 475973. Registered in England. Company No. 05574120. Part of the Fairstone Group.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.1/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021

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