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 10th February 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
What our clients say
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.
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.
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
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
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, Sunderland, SR3 3SE
Minimum wealth (income/assets)
Minimum mortgage value
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