Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Unit 1, Woodstock Way, Boldon Business Park, Tyne and Wear, Boldon Colliery, NE35 9PF

First meeting at adviser's own cost

Response rating

7.5/10

8th July 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

Financial planning
- Wealth management
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Make an enquiry Request a call back 01915 630253 Recommend to a friend

Meet our advisers

Callum Tyrrell

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF6 - Certificate in Mortgage Advice (CII)

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.

Simon Turner

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Mike Goodhall

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Regulated Diploma in Financial Planning (CII)

What our clients say

Colin was very clear about all our options and from what we have witnessed we are very happy with the outcome.

I Stevens, Tyne & Wear

Callum could not have done anything better, the service was first class from start to finish.

K Taylor, Tyne & Wear

Where to find us

Fairstone Financial Management, Unit 1, Woodstock Way, Boldon Business Park, Tyne and Wear, Boldon Colliery, NE35 9PF

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.

Compliance

Fairstone Financial Management Limited is authorised and regulated by the Financial Conduct Authority, FCA Register Number 475973. Registered in England No 5574120. Registered Office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF. Part of the Fairstone Group.

Make an enquiry Request a call back 01915 630253 Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Advice methods

Telephone
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

Make an enquiry Request a call back 01915 630253 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01915 630253 Recommend to a friend

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