Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Sunderland, SR3 3SE
First meeting at adviser's own cost
Response rating
9.2/10
FCA verified
18th February 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
Paul Dornan
Independent Financial Adviser
What our clients say
Friendly, comprehensible approach with notice always taken of specific requests . I appreciate the fact that I am listened to and that Paul always has the patience to explain things in different ways to one who is no financial expert!  No hesitations in recommending such a company.  Kathleen Murray
Kathleen Murray, Tyne and Wear
Paul has been great from the start, we've been doing a lot of back and forth over almost a couple of years due to circumstance changes etc and we finally set up the policy that was best for me, every time we met up to discuss details Paul has been very helpful and not once did I feel like I was a burden. very happy with the service provided so far
Steven, Tyne and Wear
First class service. All questions and all my requests dealt with immediately. My advisor Paul Dornan was always available for help and advice anytime. Would recommend Fairstone and Paul to anyone who needs financial advice.
Brian Cochrane, Tyne and Wear
Paul understands my past and current, and shall we now say future requirements from having developed a long term relationship over many years. He was my first and only choice when looking to get Independent Financial Advice. Paul made matters extremely easy and smooth in transition, both in advice and implementation.
R Humphrey, Tyne and Wear
Where to find us

Fairstone Financial Management, Sunderland, SR3 3SE

Contact us
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 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.

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