Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Hartlepool, TS25 2QY
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
18th March 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
    • 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
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • 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
Rachel Storey
What our clients say
Our advisor from the company is Rachel who is extremely knowledgeable and professional. She has helped us to sort out both investments and pensions and we are very happy with how they are all performing at present. Rachel is not at all pushy and you never feel pressured into signing anything, she explains the options and leaves the decision to us. I would highly recommend Fairstone & Rachel.
Jean, East Boldon
I am very pleased with the support and advice given to me when managing my finances. In addition to annual reviews I am able to contact my adviser at any time to request help and support. Annual home visits are an advantage and enable me to feel relaxed and comfortable in familiar surroundings when discussing finances.
Wendy Allen, Stockton
An excellent and comprehensive service.  From the initial contact as a first time investor the company have been very professional and provided an excellent service.    Rachel Storey is very approachable and knowledgeable and I have every confidence in her advice.
Norma, Hebburn
I can’t recommend them highly enough.  I feel I am in excellent hands with my advisor Rachel and enjoy our annual update and feel welcome every time I make contact with the organisation which is very important to me.
Amanda, Darlington
Where to find us

Fairstone Financial Management, Hartlepool, TS25 2QY

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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