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 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 17th February 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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
Robin went through my circumstances and requirements with me and recommended which policies would suit my needs the best. If there was anything I didn't understand then Robin was only too pleased to go through it with me.
Robin explained finance in such a way that is was so easy to understand. Really helpful to meet yearly for update and make sure the plan is still right for our situation. Also good to know that we can contact any time.
I have always been extremely happy with the service provided and the advice I have received, and would have no hesitation in recommending Robin Baker and Fairstone Financial Management.
I have dealt with Mr Robin Baker for a number of years and he is genuine and friendly and very easy to get along with I would not hesitate in recommending him to anyone. And as a company I have had dealings with for a long time I find them very trust worthy and give really good advice excellent service.
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 Ltd, Huntington, York, YO32 9RR
Minimum wealth (income/assets)
Minimum mortgage value
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