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
We have always found Callum to be 100% reliable, professional and very well informed about the services and "products" available that suit our requirements. His communication style is friendly and warm. We have no hesitation in recommending Fairstone and Callum to friends and have indeed done so!
C Edge, Prudhoe
We have found the whole process with Callum to be clear concise and professional. He opened our eyes to a common sense and logical answer to our financial planning and stopped us from a decision that would have been risky for us at the very least. Thanks again
Andrew Birch, Ponteland
Our dealings with Fairstone have always been excellent. We are extremely satisfied with the Service that we have received and we would highly recommend this company.
Lynn Telford, Newcastle upon Tyne
Callum could not have done anything better, the service was first class from start to finish.
K Taylor, Tyne & Wear
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.
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
Head office address: Fairstone Financial Management, Woodstock Way, Boldon Business Park, Tyne and Wear, Boldon Colliery, NE35 9PF
I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
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