Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Shepton Mallet, BA4 6RQ
First meeting at adviser's own cost
Response rating
9.2/10
FCA verified
20th May 2019
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
    • Wealth management
    • 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
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Gavin Crisp
Independent Financial Adviser
What our clients say
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
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
Where to find us

Fairstone Financial Management, Shepton Mallet, BA4 6RQ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Fairstone Financial Management (City) Limited is authorised and regulated by the Financial Conduct Authority, FCA Register Number 188596. Registered in England No 03593750. Registered Office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF. Part of the Fairstone Group.

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