This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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.
What our clients say
I work with Simon Turner and have found him responsive, clear and very easy to work with. I have already recommended Simon to several other people and I do that with total confidence. The fact Simon is backed by Fairstone means I get the great individual service backed up with some financial muscle and safety.
Matt Oakley, Hexham
I have been with Fairstone since around Sept 2016. I joined when I retired to invest some of my pension pot. I had an immediate response and Simon Turner is my adviser,I would recommend him to anyone who wants to invest. He is extremely pleasant and so easy to get on with. He is very knowlegable and explains things fully,not that I really understand. However if you are curious about anything you can ring and/or send an e mail and he will respond. I have no hesitation in staying with them and would certainly recommend them and Simon in particular.
Happy customer of 5 years! Top class customer service and better value fees than my last adviser.
Caroline, Newcastle upon Tyne
Simon offered a great service, reviewing my financial situation and providing a range of products for me to review and select. He explained fully and clearly everything that was available and ensured at all times that I understood my options.
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: Unit 1, Woodstock Way, Boldon Colliery, NE25 8QA
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