Fairstone Financial Management Ltd
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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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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Sharia finance
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Long Term Care
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Last authorised 1st March 2021
Meet our advisers
MR Gavin Crisp
Independent Financial Adviser
Qualifications & Accreditations
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Regulated Diploma in Financial Planning (CII)
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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 mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
