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 15th January 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I am very happy to endorse Fairstone Financial Management. I would recommend my financial adviser Paul Howard to any one who values honest advice and clear explanations of complex financial matters. My financial affairs have benefitted in the years that I have been his client.
Paul Howard has been our financial advisor for many, many years. His advice has always been sound and as a result, our investments have grown consistently.
Since Paul Howord became my financial adviser thirty years ago,I have trusted his jujment , and acting on his advice I have always been satisfied with the result , when Paul moved over to Fairstone I was quite happy to follow him, this decision has proved to be the right move, especially as Paul is still in charge of my small portfolio.
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, 1200 Century Way, Thorpe Park, West Yorkshire, Leeds, LS15 8ZA
Minimum wealth (income/assets)
Minimum mortgage value
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