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
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 23rd March 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
Regulated Diploma in Financial Planning (CII)
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.
Good communication, helpful staff, so far, sound advise
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.
Has provided us with excellent service and is always available to answer our questions or queries. Thank you.
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.
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
Fairstone Financial Management, Shepton Mallet, BA4 6RQ
Minimum wealth (income/assets)
Minimum mortgage value
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